Name/Addr:

This tab is broken into sections:

1. Name of patient along the top – includes titles and aliases.
   
2. Address – patient address, provider clinic address, or third-party address.
   
3. Contact for phone and email – notes the reminder preference as well.
   
4. Identifiers – Patient health care number or provider prac ID.
   
5. Personal Info – Gender, DOB, Marriage status, Family Dr. and Clinic name if referred to you.
   
6. Admin – Specific details for the client stating the type of client, end date and end date reason, who default PRAC is, referring Doc, the verified date field and check box, and a few more notable fields.
   

Billing:

This tab is useful to place the commonly used diagnostic codes and service codes for this patient. These will default into your billing when creating a claim if you have no codes in the visit note. If there are codes in the visit note, these will supersede the defaults in this client card tab.

*Note the ‘Bill Type’ field is only used by chiropractors, and ‘AHC Cov Left’ field is only used by podiatrists.

Notes:

Each of these fields have different functions:

1. Critical notes: If there is something in this notes section, a yellow warning triangle will appear on the notes tab along the top. 
   

            

1. If the popup checkbox is selected, each time this client is selected the ‘critical note’ will appear in a popup window requiring users to click "ok" before continuing. 
   

      

1. Given the bald nature of the popup, it is recommended that only notes that NEED to be seen when looking up the chart should have the popup enabled. If it is important, but not critical, it can be recorded here but without the popup checked off.
   
1. Other notes: These are the less important notes but useful to have noted on the client card for reference. 
   

            

1. The yellow warning triangle will appear here as well if notes in here.
   
1. Allergies: Allergies will appear on this tab, after they have been documented on the charting overview page. (If they are entered on the notes tab on the client card, they will also appear on the overview).
   

      

1. Expanded notes: this is where the dashboard notes and colors are created.
   

Relations:

Track relationships between family members, insurance companies, and pharmacies.

There are perks to tracking relationships!

Having family members attached:

1. Gives easy identification of parents when calling a child, or other scenarios when needing to communicate with someone other than the patient, for example language barriers.
   
2. Allows for easy booking of multiple family members while on the schedule (use the family button down the left side).
   
3. If multiple family members have the same contact information, and the address changes, by having them linked, you can have a prompt to change all family members all at the same time!
   

1. Faxing in prescriptions to the pharmacy will become much easier knowing that the pharmacy information is already on the chart.
   
2. If registered with PrescribeIT, set the default PrescribeIT pharmacy in the client card and this will populate into all prescriptions created in the chart to send at the click of a button.
   

To learn more about PrescribeIT click here.

Set up the patient's benefits provider(s):

1. Some third-party providers require the policy number or claim number to be included on any invoices. When creating an invoice, select the third party and it will pull in all the relevant information, including policy numbers and claim numbers.
   

To learn how to add or edit third party card entries click here.

Patient Portal:

This tab allows the clinic to manage access to the patient portal for this patient. It will show whether an invite to the patient has gone out and if it was accepted by the patient or if the invite expired.

Perks to this tab:

1. If patient is not registered with the portal, a click of a button will help send out that invite.
   

Reminders:

Set this tab up as soon as possible so you never have to look at it again unless the patient changes their preferences.

Select the method of reminder (Email, Text, Phone), then select the contact option from the dropdown.

Perks to this tab:

1. If the clinic is using automated reminders, all reminders will go out automatically if a matching automated reminder rule is found.
   
2. Users can manually send reminders to those who have their reminder preferences set up.
   
3. Add multiple reminder methods if the patient prefers.
   
4. Add a family member or caregiver to receive those reminders as well (using existing relationships, another client card, or a manual entry)
   
1. Click the add button at the top right.
   
2. The window will appear as shown below.
   

   

1. Select from the existing link or look up a different client.
   

1. Enter the description, for example Son/Daughter, and select the method and contact for the reminder.

Here is where you will assign the access a staff member has within Healthquest.

      1.       Enter the Emp Id: This will be the staff member's username to log into Healthquest.

      2.       Check off the HQ user checkbox. This will activate the account for the user. They will be prompted to set up their password when they first log in to Healthquest.

      3.       Finish going through the User portion of this tab and selecting the role in the ‘Assign Access Based on Role:’ dropdown, this will default the access options.

      4.       Manually go through each of the check boxes for the access portion and adjust accordingly.

Practitioner:

1. Go through the Admin section first. The ‘Ref Name’ is the name that will appear on the schedule and throughout Healthquest when linking to this practitioner. (Often the last name is used here).
   
2. Setup the Alberta Health billing section with applicable information.
   
3. The appointments section will determine whether the appointment schedule will be used for the clinician. As well, if virtual appointments and online bookings are applicable to this practitioner.
   
4. Customize the background color of the schedule for this practitioner, and between 2 and 5 columns visible on the schedule.