Types are used to group patients. There is no limit to the number of types you can create, although each patient can be assigned only two of these types. Possible types include:

• Senior Citizens
• Automatic Payments
• Crown and Bridge patients
• Perio patients
• Nervous
• Under 18

Patient types can be used as a filter when printing out reports so that only patients of the specified type will be included in (or excluded from) the report.
New ‘Types’ are created by clicking on the selector button , and then the +1 button to add an entry to the list.

If required, enter any previous surname that the patient may have had; for example a maiden name.

If required, enter any other name the patient is known as; such as a nickname. This allows letters to be more personally addressed.

The patient’s occupation may be recorded in this field, if required. If a list of occupations has been set up, the occupation may be selected by clicking in the field and using the buttons. Click the list button to view all options, or to add additional occupations to the list as required, using the button in the View Occupations window.

Occupation is an optional field, and may not be present unless set up in Patient File in the Configure menu.

This field enables you to record the patient's ethnicity. This defaults to 'Not Stated', but you can choose another option from the drop-down menu. If the patient does not know their ehtnicity, or declines to tell you, choose the 'Patient Declined' option.