The View Patient window

See also: Patient Search for locating specific patients.

Purpose

This window is a dashboard of patient functions.

Use it to

To open the View Patient window

With the Patients desktop open (at any tab), either

ViewPatientsButton

The View Patients window lists all patients:


ViewPatientScreen_v12

Currency button: Click this button (or press CTRL-T) to display the selected patients' View Transaction window.

ViewTransactions_300px

See The Patient View Transactions Window

Edit button: Opens the selected patient’s file with access to all the Patient File tabs.

EditPatientFile_300px

See also: Patients

Print, Preview, Email or Export the selected Contact: This button allows you to print the selected patient’s details, with options as shown below:

Print Patient Details screen

See also Print Patient Details under the Details tab section.

Delete: Select this button to delete the selected patient list entry.

icon_mergepatients_26x26

Merge two patient records: Select to open the Merge patient records window in which to specify the two patients.

MergePatientDetails

See also: How do I merge two records for one patient?

Phone: Select this button to phone the patient. See also: Contacting by phone

Write to the selected person: Select this button to create either a single letter to the selected patient.

See also: Contacting by Letter

Email: Select this button to eMail the selected patient (if EXDOCe is enabled). See also: Contacting by Email

SMS button

SMS: Select this button to send an SMS message to a patient who has a mobile phone number recorded in their patient file. See also: Contacting by SMS

Print Labels button

Print labels: Select to print a label for the selected patient. See also: Printing labels for contacts

icon_CreateNote_26x26

Create Note: Select to open the Add Note window to add a medical note to the selected patient file.

See also: Adding a Medical Note

See also...

Patients

Frequently-asked Questions on managing Patients

Quickly viewing Medical Status and History

Quickly viewing the Patient Arrival Tooltip

The Tool Bar

1-click Label printing per patient

Patient Search - to Find a Patient Record

Details Tab

Patients Recalls Tab (for Providers)

Medical Tab

The Patient Chart Tab

Treatment Planning

Pathology Tab

Perio Tab

BPE

Video Tab

Notes Tab

Waitlists Tab

Patient Triggers (alerts)

Contacts Tab

Patient Contact Lists

Appointment Wait Lists

Patient Letters

Current Merge Fields

Patient Transactions

Patient Payments

Strategies to reduce patient debt

Patient Education

Patient File Configuration / Setup

Post Code Import

Next >>

Details Tab