Buttons on the client card
Labelled buttons
Top right corner
- New: Creates a new and blank client card to record a new person (patient/clinician/referral doc).
- Save: Save the current content on the client
card.
- Undo: Will reload the client card without saving any changes.
- Search: Opens the client lookup window, allows
you to search for existing clients in the system using a variety of different
criteria.
- Close: Shuts down the client card window.
- Netcare: Takes you to the Netcare site and loads the current patient's Netcare record. If you not
yet logged in, you will be prompted to login before continuing.
- Dr2dr: Opens the login page for dr2dr and will continue to open a patient specific dr2dr webpage.
- Labs: Opens just the lab/report tab of the chart
for the current client.
- Worklists: Opens the worklist window to show all
worklists attached to the current client, regardless of who
they are assigned to.
- Referrals: Opens the referral management window
to show all referrals attached to the current client, regardless
of who they are assigned to.
- Forms: Opens just the forms tab of the chart for
the current client.
- Book: Send this patient to the shuttle bay on
the appointments window ready to drag them onto the schedule at the desired
time.
Along the bottom from left to right
- Acct Summary: Opens the Account Summary window for current client, showing
the history of account activity such as invoices and payments made.
- Scans: Opens just the Client Images window to see a list of all scans currently
attached to this chart.
- AHC History: Opens the Patient Medical History window, displaying all the
AH claims that were submitted and reconciled for this client.
- Statements: Shows the details of transactions and any balances owing on
the client’s account. There is the option to print an official statement
of account from this window.
- Letters: Opens the Client Letters window. From here you can review and create letters on the patient's chart.
- Appointments: Opens the Appointment List screen, displaying all
appointments on file, including past, future, and deleted appointments, for the
current client, as well as a total number of appointments for the client in a
specific date range.
- Labels: Opens the Print Labels window to select a type of label and then print for the current client. Label types include name and address labels, detailed labels with PHN, DOB, practitioner, etc... and customized labels.
- Clipboard: Clicking on this button will copy the client’s address and
place it on the clipboard to be pasted in another screen or program.
- History: Opens the Client Name/Address History window. From this
screen you can view each change that has been made to a client’s record since
it was first created.
- Print Chart: Allows a paper chart style page
to be printed with the patient demographics at the top of the page.
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