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Client Record in Detail

A detailed view of the Client Record and the functionality within it.

Written by John Allen

Client Profile

When you click 'View' beside a client record, it brings up their profile which has the same layout as the image below:

The client's name will be shown in the top left of the record, with their contact details laid out below.


Edit & Action

There are two main sections on the patient record.

  • Edit

  • Action

Edit

Clicking 'Edit Details' allows you to make changes to the client record.

Actions

At the top of the patient record, there is an action bar.

  • Appointment - Allows you to create an appointment in the diary

  • Case - Allows you to add a new case or access an existing case of the patient

  • Authorization - Allows you to add an Authorization code to the patient record

  • Note - Allows you to add notes and create Alerts on the patient record.

  • Contact - Allows you to send an SMS, an Email or add a letter to the patient.

  • Attach -


Further Details

Under the client details section, you will have the option to view 'Show More' Expand the 'Show More' section and you will be presented with the screen below. This section essentially contains some extra information from the client's profile.


Alerts

You are able to add 'Alerts' to your patient record. You do this by clicking on 'Note' in the action bar at the top of the record.

You are given the opportunity to set that a user must acknowledge this alert every time they open the record by selecting Requires Acknowledgement

When you enter the clients record the alert appears on screen as shown below and you click 'Acknowledge' to close it.


Client Sections

There are 7 sections below the client details. These are:

  • Appointments

  • Account

  • Contacts

  • Documents

  • Treatment Authorisations

  • Clinical Cases

  • Forms

Appointment

You can view the patients appointments, both booked and historical appointments.

Account

You can view invoice, charges, and payments.

Contacts

Add or view Medical and Client contacts

Documents

Add and view letters, SMS or emails to the client. You can also attach documents to their record.

Treatment Authorisations

This section gives you a brief overview of the client's treatment authorisations, if they have any.

Clinical Cases

When a client has a case open, they will be saved here on their profile.

Forms

When a client completes a form it will appear in this section.

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