Setting Up Patients - Patient Settings - Revision history

Abrown at 08:55, 20 February 2017

2017-02-20T08:55:50Z

← Older revision		Revision as of 09:55, 20 February 2017
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	To access them		To access them

	*Click on the http://91.~~151~~.~~213~~.84/wiki/images/optisoft/shared/optisoftorb.jpg in the top left		*Click on the http://www.optisoft.co.uk/wiki/images/optisoft/shared/optisoftorb.jpg in the top left
	*Select Maintain > Patients > Settings		*Select Maintain > Patients > Settings


	http://91.~~151~~.~~213~~.84/wiki/images/optisoft/patients/patientssettings.png		http://www.optisoft.co.uk/wiki/images/optisoft/patients/patientssettings.png


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	==Active Patients Settings==		==Active Patients Settings==

	http://91.~~151~~.~~213~~.84/wiki/images/optisoft/patients/activepatientsettings.jpg		http://www.optisoft.co.uk/wiki/images/optisoft/patients/activepatientsettings.jpg


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	*Enter an interval, in days, in the text box next to this.		*Enter an interval, in days, in the text box next to this.

	*Click on the http://91.~~151~~.~~213~~.84/wiki/images/optisoft/shared/savebutton.jpg button to save the changes.		*Click on the http://www.optisoft.co.uk/wiki/images/optisoft/shared/savebutton.jpg button to save the changes.


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	*Select the sort order by selecting the appropriate radio button.		*Select the sort order by selecting the appropriate radio button.

	*Click on the http://91.~~151~~.~~213~~.84/wiki/images/optisoft/shared/savebutton.jpg button to save the changes.		*Click on the http://www.optisoft.co.uk/wiki/images/optisoft/shared/savebutton.jpg button to save the changes.


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	*'''Recall Date Format''': Select the default date format for the Start Date field. This will affect only the Start Date field, none of the other date fields, DOB etc, will be effected.		*'''Recall Date Format''': Select the default date format for the Start Date field. This will affect only the Start Date field, none of the other date fields, DOB etc, will be effected.

	*'''Do Not Auto ~~Supress~~ Recall''': This option will only be in effect where the Appointments module has been enabled. If you do not wish for a patient's recall to be automatically ~~supressed~~ when their appointment is booked then you would select this option.		*'''Do Not Auto Suppress Recall''': This option will only be in effect where the Appointments module has been enabled. If you do not wish for a patient's recall to be automatically suppressed when their appointment is booked then you would select this option.

	*'''Next Visit Band One Only''': This setting limits the Next Visit date field on the Patient tab to only use the first band of the patient’s Recall category when calculating the projected next visit.		*'''Next Visit Band One Only''': This setting limits the Next Visit date field on the Patient tab to only use the first band of the patient’s Recall category when calculating the projected next visit.

Abrown at 13:21, 11 June 2012

2012-06-11T13:21:52Z

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 *'''Use Country Settings''': You can set the system to use a different telephone Country Code to send SMS messages. This option should only be selected by users outside of the UK (+44) dialling code.
@@ Line 76: / Line 59: @@
 *Click on the http://91.151.213.84/wiki/images/optisoft/shared/savebutton.jpg button to save the changes.
 [[Setting Up Patients - Maintaining the Patient Module|Back]]

Abrown at 13:17, 11 June 2012

2012-06-11T13:17:36Z

← Older revision		Revision as of 14:17, 11 June 2012
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	http://91.151.213.84/wiki/images/optisoft/patients/~~patientsettings~~.png		http://91.151.213.84/wiki/images/optisoft/patients/patientssettings.png

Abrown at 13:03, 11 June 2012

2012-06-11T13:03:31Z

← Older revision		Revision as of 14:03, 11 June 2012
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	*Click on the http://91.151.213.84/wiki/images/optisoft/shared/optisoftorb.jpg in the top left		*Click on the http://91.151.213.84/wiki/images/optisoft/shared/optisoftorb.jpg in the top left
	*Select Maintain>Patients>Settings		*Select Maintain > Patients > Settings


	http://91.151.213.84/wiki/images/optisoft/patients/patientsettings.~~jpg~~		http://91.151.213.84/wiki/images/optisoft/patients/patientsettings.png


	==Reference Numbers and STD==		==Reference Numbers and STD==


	You can assign a reference number to the patients on your database. By default this function is not enabled, you will need turn it on for the field to be available.		You can assign a reference number to the patients on your database. By default this function is not enabled, you will need turn it on for the field to be available.
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	*'''Automatic Reference Numbers''': Tick this checkbox to enable the automated creation of Patient Reference Numbers. The Patient Reference Number will be added, in ascending order, automatically when the record is saved.		*'''Automatic Reference Numbers''': Tick this checkbox to enable the automated creation of Patient Reference Numbers. The Patient Reference Number will be added, in ascending order, automatically when the record is saved.

	Turning on Automatic reference numbers will only effect new patients, it will not add a reference number to existing ~~patients~~.		Turning on Automatic reference numbers will only effect new patients or when you edit existing records, it will not automatically add a reference number to every existing patient record.

	*'''~~Precede AutoReference~~ Number ~~with~~''': You can enter a prefix that you would like to add to the reference numbers. This could be used, for example, to add a practice reference to number if you have more than one practice.		*'''Reference Number Prefix''': You can enter a prefix that you would like to add to the reference numbers. This could be used, for example, to add practice initials to the reference number if you have more than one practice.

	*'''Use Default STD Code''': You can set the system to automatically enter a patient’s STD code in the Home phone number ~~field~~. So, for example, if your practice is based in York and the majority of you patient’s live in York, you would enter 01904.		*'''Use Default STD Code''': You can set the system to automatically enter a patient’s STD code in the Home and Work phone number fields. So, for example, if your practice is based in York and the majority of you patient’s live in York, you would enter 01904.

	*'''Use Country Settings''': You can set the system to use a different telephone Country Code to send SMS messages. This option should only be selected by users outside of the UK (+44) dialling code.		*'''Use Country Settings''': You can set the system to use a different telephone Country Code to send SMS messages. This option should only be selected by users outside of the UK (+44) dialling code.


	==Other Settings==		==Other Settings==
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	*'''Show Last Seen Date''': This option displays the last seen date when searching for patients. Will appear blank if Appointments is not installed.		*'''Show Last Seen Date''': This option displays the last seen date when searching for patients. Will appear blank if Appointments is not installed.

	*'''Enable OptomNotes Integration''': Enables the link between Optisoft and OptomNotes~~, see [[Patients#OptomNotes_Integration\|OptomNotes Integration]] for more information~~.		*'''Enable OptomNotes Integration''': Enables the link between Optisoft Enterprise and OptomNotes.

	*'''Do Not Save Standard Printed Forms''': Select this option to prevent Optisoft Enterprise from saving copies of anything printed as a Standard Form for a patient, i.e. GOS Forms. This option can be used on slower systems that may experience printing problems or simply to save space on the server's hard drive.		*'''Do Not Save Standard Printed Forms''': Select this option to prevent Optisoft Enterprise from saving copies of anything printed as a Standard Form for a patient in the Document Manager, i.e. GOS Forms. This option can be used on slower systems that may experience printing problems or simply to save space on the server's hard drive.

	*'''Recall Date Format''': Select the default date format for the Start Date field. This will affect only the Start Date field, none of the other date fields, DOB etc, will be effected.		*'''Recall Date Format''': Select the default date format for the Start Date field. This will affect only the Start Date field, none of the other date fields, DOB etc, will be effected.
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	*'''Do Not Auto Supress Recall''': This option will only be in effect where the Appointments module has been enabled. If you do not wish for a patient's recall to be automatically supressed when their appointment is booked then you would select this option.		*'''Do Not Auto Supress Recall''': This option will only be in effect where the Appointments module has been enabled. If you do not wish for a patient's recall to be automatically supressed when their appointment is booked then you would select this option.

	*'''Next Visit Band One Only''': This setting limits the Next Visit date field on the Patient tab to only use the first band of the patient’s Recall category when calculating the projected next visit. ~~For more information see Last Seen and Next Visit Dates~~.		*'''Next Visit Band One Only''': This setting limits the Next Visit date field on the Patient tab to only use the first band of the patient’s Recall category when calculating the projected next visit.

			*'''GP Display Option''': This option sets whether the GP or Surgery name is displayed on the Patient tab.

	*'''GP Display Option''': This option sets whether the GP or the practice that the GP is associated with is displayed on the Patient tab.

	==Active Patients Settings==		==Active Patients Settings==


	http://91.151.213.84/wiki/images/optisoft/patients/activepatientsettings.jpg		http://91.151.213.84/wiki/images/optisoft/patients/activepatientsettings.jpg
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	===Auto Clear===		===Auto Clear===

	As you use the software throughout the day your Active Patient list will start to fill up. Over time, if not regularly cleared, this list of ~~patients’~~ names can cause the software to slow down.		As you use the software throughout the day your Active Patient list will start to fill up. Over time, if not regularly cleared, this list of patient names can cause the software to slow down.

	You can set the Active Patient list to clear itself on regular intervals.		You can set the Active Patient list to clear itself on regular intervals.
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	*Click on the http://91.151.213.84/wiki/images/optisoft/shared/savebutton.jpg button to save the changes.		*Click on the http://91.151.213.84/wiki/images/optisoft/shared/savebutton.jpg button to save the changes.

	===Sorting the Active Patient List===
			===Sorting the Active Patient List===

	By default the Active Patient list is sorted in ascending order on the patient’s surname, e.g. Aaron Aaronson to Zelda Zdroko.		By default the Active Patient list is sorted in ascending order on the patient’s surname, e.g. Aaron Aaronson to Zelda Zdroko.
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	*Select the type of sort you want to use from the Sort Order dropdown box.		*Select the type of sort you want to use from the Sort Order dropdown box.

Abrown: /* Sorting the Active Patient List */

2012-05-24T11:40:26Z

Sorting the Active Patient List

← Older revision		Revision as of 12:40, 24 May 2012
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	*Click on the http://91.151.213.84/wiki/images/optisoft/shared/savebutton.jpg button to save the changes.		*Click on the http://91.151.213.84/wiki/images/optisoft/shared/savebutton.jpg button to save the changes.
	.


			[[Setting Up Patients - Maintaining the Patient Module\|Back]]

Nslee: /* Sorting the Active Patient List */

2012-05-09T10:21:42Z

Sorting the Active Patient List

← Older revision		Revision as of 11:21, 9 May 2012
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	*Select the type of sort you want to use from the Sort Order dropdown box		*Select the type of sort you want to use from the Sort Order dropdown box.

	*Select the sort order by selecting the appropriate radio button		*Select the sort order by selecting the appropriate radio button.

	*Click on the http://91.151.213.84/wiki/images/optisoft/shared/savebutton.jpg button to save the changes		*Click on the http://91.151.213.84/wiki/images/optisoft/shared/savebutton.jpg button to save the changes.
			.

Nslee: /* Auto Clear */

2012-05-09T10:21:24Z

Auto Clear

← Older revision		Revision as of 11:21, 9 May 2012
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	You can set the Active Patient list to clear itself on regular intervals.		You can set the Active Patient list to clear itself on regular intervals.

	*Click in the checkbox next to Auto Clear		*Click in the checkbox next to Auto Clear.

	*Enter an interval, in days, in the text box next to this		*Enter an interval, in days, in the text box next to this.

	*Click on the http://91.151.213.84/wiki/images/optisoft/shared/savebutton.jpg button to save the changes		*Click on the http://91.151.213.84/wiki/images/optisoft/shared/savebutton.jpg button to save the changes.



	===Sorting the Active Patient List===		===Sorting the Active Patient List===

Nslee: /* Other Settings */

2012-05-09T10:20:52Z

Other Settings

← Older revision		Revision as of 11:20, 9 May 2012
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	==Other Settings==		==Other Settings==

	*'''Show Last Seen Date''': This option displays the last seen date when searching for patients. Will appear blank if Appointments is not installed		*'''Show Last Seen Date''': This option displays the last seen date when searching for patients. Will appear blank if Appointments is not installed.

	*'''Enable OptomNotes Integration''': Enables the link between Optisoft and OptomNotes, see [[Patients#OptomNotes_Integration\|OptomNotes Integration]] for more information.		*'''Enable OptomNotes Integration''': Enables the link between Optisoft and OptomNotes, see [[Patients#OptomNotes_Integration\|OptomNotes Integration]] for more information.

Nslee: /* Reference Numbers and STD */

2012-05-09T10:20:24Z

Reference Numbers and STD

← Older revision		Revision as of 11:20, 9 May 2012
Line 19:		Line 19:
	*'''Automatic Reference Numbers''': Tick this checkbox to enable the automated creation of Patient Reference Numbers. The Patient Reference Number will be added, in ascending order, automatically when the record is saved.		*'''Automatic Reference Numbers''': Tick this checkbox to enable the automated creation of Patient Reference Numbers. The Patient Reference Number will be added, in ascending order, automatically when the record is saved.

	Turning on Automatic reference numbers will only effect new patients, it will not add a reference number to existing patients.		Turning on Automatic reference numbers will only effect new patients, it will not add a reference number to existing patients.

	*'''Precede AutoReference Number with''': You can enter a prefix that you would like to add to the reference numbers. This could be used, for example, to add a practice reference to number if you have more than one practice.		*'''Precede AutoReference Number with''': You can enter a prefix that you would like to add to the reference numbers. This could be used, for example, to add a practice reference to number if you have more than one practice.

Nslee: /* Reference Numbers and STD */

2012-05-09T10:20:07Z

Reference Numbers and STD

← Older revision		Revision as of 11:20, 9 May 2012
Line 19:		Line 19:
	*'''Automatic Reference Numbers''': Tick this checkbox to enable the automated creation of Patient Reference Numbers. The Patient Reference Number will be added, in ascending order, automatically when the record is saved.		*'''Automatic Reference Numbers''': Tick this checkbox to enable the automated creation of Patient Reference Numbers. The Patient Reference Number will be added, in ascending order, automatically when the record is saved.

	Turning on Automatic reference numbers will only effect new patients, it will not add a reference number to existing patients.		Turning on Automatic reference numbers will only effect new patients, it will not add a reference number to existing patients.

	*'''Precede AutoReference Number with''': You can enter a prefix that you would like to add to the reference numbers. This could be used, for example, to add a practice reference to number if you have more than one practice.		*'''Precede AutoReference Number with''': You can enter a prefix that you would like to add to the reference numbers. This could be used, for example, to add a practice reference to number if you have more than one practice.