1.2.3 Adding Additional Patient Information 

Additional Information specific to the individual patient can be seen, added, or edited on each of the tabs to the right of the Personal Screen. Once saved, a general overview is available from the Patient Tab. Much of the information also carries into other tasks such as Transactions or the Appointment Scheduler. 

 Additional Tab

• Patient Comments: For making notes of patient’s interests, preferences, etc. These comments appear in the P-Note section throughout the program. Where the patient note is displayed, a pop-­‐up of the entire note will show when the mouse hovers over the note. 
• Office Codes: Created by each office with personalized meanings. Click on the “…“ (ellipses)   button to see the available codes or create more. 
• Patient Alerts: Medical alerts can be entered here, but the Medical tab is more ideal for this task. Click on the “…” (ellipses) button to see the available codes. These alerts show with the patient’s information in red.
  NOTE: If Odontogram/charting modules are activated, the Chart Alerts button will be enabled, and more medical alerts will be available for use.
• Oth Contact: An area for an additional contact for the patient without having to register them in the account, such as an emergency or caregiver contact.

Referral Tab

• Referred By: Here you can log the referral source for this patient. Options include referral by an existing patient (someone else in the practice), a source (such as an advertisement or web page) or by another Doctor. If it’s a doctor referral, the Proc. Type (Procedure Type) is required to show the reason for the referral. Notes can be entered regarding the referral by clicking Add. 
• Referred To: This section tracks where or who a patient has been sent to. You can enter notes regarding the reasons or instructions, as well as track when they were referred out and when they are due back by. 
• Other Referral: To track other referral doctors for this patient. This information is not available on reports, but can be used to show the patient’s previous referrals. 

 Account Tab

• Account Holder: This is the person responsible for the account (The name that appears on statements and receipts, also the email used for reminders)
• Family Status: Defaults to A (active), but can be changed to Moved or Closed if the family stops visiting the Clinic
• Family Comments:  This comment will show up on all family members in the A-NOTE section.  Wherever the note is displayed, a pop-up of the entire note will show when the mouse hovers over the note
• Accept Assignment: Will print “Please pay dentist” on claim form to authorize payment to the doctor
• Charge Interest: Will allow the application of interest on this account if active
  Note: Only upon performing the specific Month End Task “Charge Interest” will such charges be added to any accounts
• Send Statements: Will print a statement for the family
• Send via Email: Will send a statement to the account holder’s email address

Recall Tab

• Patient: The patient who’s Recall is being adjusted/modified. 
• Recall Cd: Within the drop-down arrow is a selection of recall codes. 
• Recall Date: Automatically calculates the due date according to the recall code selected, however the date can be manually overwritten. 
• Original Date: Defaults to the same date as the recall. However if the patient chooses to change the date in the future, the original date will show when they were actually due. 
• Recall Pr.: Option for choosing a default provider for this recall. Non-restrictive setting, can still be booked under other producers. 
• Units: Number of units needed for this patient when scheduling this recall. 
• # Contacted: Keep track of how often you’ve contacted this patient regarding their Recall. Manual adjustment needed.
• Quality: Space for leaving notes, i.e. no fluoride, and other patient restrictions, preferences or concerns. This field will never reset, it must be overwritten manually.
• Comment: The default description for the Recall Code. This will reset upon recall update.   
• Appt. Date and Booked: When a recall is linked to an appointment in the Scheduler, this information will automatically fill in and the appointment date area will be grayed out. 
• Last Recall Date: Displays the patient’s last recall date (the date the new recall is created).

Medical Tab

• Medical Comments: Area to free-form notes on the patient’s medical status. 
• Patient Alerts: Same alerts seen in the Additional patient area. You should set all Medical information on this tab to ensure you do not miss any fields, such as the Requires Premeds tick box at the bottom left.
• Requires Premeds:  If marked, a warning will pop-­‐up when scheduling an appointment or editing a booked appointment. 
• Last Update: Shows the last time the information was verified and the Update button was clicked. You should use this button after every Health History update.