Updating Patient Appointment Preferences

This is part of the Patients Screen Recalls Tab.

Use this area to specify patient preferences for appointments.

To update Patient Appointment Preferences

Open the Patients desktop, select a Patient and select the Recalls Tab.
Set the Appointment Preferences fields:

	Checkboxes (Days)	Check (tick) the patient's preferred days.
	From ... To	Preferred Time period for an appointment
	First Visit	Patient's first ever visit to the Practice.
	Last Visit	This date is updated each time the patient has an appointment that is recorded as arrived, seated or completed in the EXACT software.
	Last Saved	The last time that these Preferences were saved. Judge from this whether you need to contact the patient and update their preferences.

To view historical Patient Appointment information

Open the Patients desktop, select a Patient and select the Recalls Tab.

Audit

PatientAuditEntries

The patient audit log is an incomplete record of edits to the patient file.

Generally, an entry in the patient audit log is created by EXACT when changes to the patient file are saved.

With the exception of some specific types of editing (such as the payor or payor band changing), audit log entries do not record what actually changed, only that one or more changes were made to the patient file. This information (if present), is visible in the audit log.

The user-initiated actions that can cause an entry to appear in the audit log are:

Using the patient "Search and Change" feature.
Creating a new patient.
Deleting an existing patient.
Performing some sort of action on an existing patient file that causes the patient file to be saved.

The patient file can be saved by the user clicking on the disk icon, or automatically by a process initiated on the patient file (for example, charging some clinical items).

Upgrade processes that run when a new version of EXACT is run for the first time at a practice can also create audit entries for patients. These appear in the audit log with the user name "Upgrade" and are not user-initiated.

It is possible to make certain changes to the patient record without an entry being created in the audit log. For example, treatment can be resubmitted, or a payment taken without an entry being created in the audit log.

See also:

Patients Screen Recalls Tab

- Recalls Due area