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How to open the Patients page.

Manual for Paperless Software Packages Chapter 03 : Patients page

Instructions : From the homepage, click the Patients toolbar button.

Patients page instructions.

Manual : Reusable Paragraphs

Open the Patients page. Click here to find out how to open this page. Find and select a patient. Click here to find out how to do this. Once focused on a particular patient, Locate a patient in the table section by entering a search term into the search f...

Object Management Pages (OMPs) instructions.

Manual : Reusable Paragraphs

Before proceeding with the instructions in this OMP page it is crucial to familiarize yourself with the various sections of the page (i.e. toolbar, blue ribbon, table and form). If you are not yet acquainted with this information, please click here. The too...

Generic instructions.

Manual : Reusable Paragraphs

Open the homepage. Position your cursor over the menu, which is situated at the top of the homepage, and click the item in the top-level menu. This action will reveal a dropdown menu, which includes an option labeled If your system is set up to use a sing...

Adding a new patient to the system.

Manual for Paperless Software Packages Chapter 03 : Patients page

If a patient is not already saved in the system, follow the following steps in this page to add them to the system. Instructions : New Patient toolbar button

Search to selection: How to find and choose a patient.

Manual for Paperless Software Packages Chapter 03 : Patients page

Many patient functions rely on first selecting a particular patient on which an action is to be applied. Instructions :

Update patient information.

Manual for Paperless Software Packages Chapter 03 : Patients page

This page is all about updating patient information. Instructions : click the Edit toolbar button.

How to create a consultation (or an admission).

Manual for Paperless Software Packages Chapter 03 : Patients page

Instructions : click the Consultation toolbar button to create a consultation (or the Admission toolbar button to create an admission). These buttons are only visible after you have found and selected a particular patient. Payment page :

Capturing billable items (from the Patients page).

Manual for Paperless Software Packages Chapter 03 : Patients page

If the patient has an active consultation/admission it is best to capture the billable items from within their consultation.The only reason to capture billable items from the Patients page would be if that particular patient does not have an ongoing consul...

X Items page instructions.

Manual : Reusable Paragraphs

The following instructions apply to billing a patient. This refers to the capturing of services and/or inventory items used for a patient. Such billing can be captured from the Patients page, or from within a consultation. Search for a service/item using th...

Payment page instructions.

Manual : Reusable Paragraphs

Click here for more information on the Payment page. The Payment page facilitates the recording of transactions in either a single or multiple currencies, utilizing the system’s three payment methods. These payment methods are : Cash Electronic (i.e. b...

How to create an appointment (from the Patients page).

Manual for Paperless Software Packages Chapter 03 : Patients page

An appointment can be created from the Patients page, or from within the Consultation page. Instructions : Open the Appointment page by clicking the Appointment toolbar button. Enter the patient’s name in the first input field. Select a doctor from the se...

Attaching files/documents (e.g. lab results, pdfs, images).

Manual for Paperless Software Packages Chapter 03 : Patients page

The system supports saving files in the following formats: PDF, PNG, JPG. Instructions : Click the Attachment toolbar button to open the Attachments page. Click on the file selector input (first input) in the Attachments page. This will open a file ex...

How to view the timeline of a patient.

Manual for Paperless Software Packages Chapter 03 : Patients page

The timeline of a patient shows consultations, attached files and completed forms in chronological order. To view the timeline do the following : click the More toolbar button. After the toolbar level moves to level 3, click the Timeline toolbar button....

View a patient's statement (from the Patients page).

Manual for Paperless Software Packages Chapter 03 : Patients page

Paperless allows for the assigning of credit to patients. To view a patient's statement follow the following instructions : click the More toolbar button. After the toolbar level moves to level 3, click the Statement toolbar button.

How to open a consultation.

Manual for Paperless Software Packages Chapter 04 : Consultation page

Instructions : When you click on a consultation from the completed or discharged tables, it will open in the Previous Consultation page instead of the usual Consultation page. To switch to the standard Consultation page view, scroll down to the bottom o...

Consultation page instructions.

Manual : Reusable Paragraphs

In this manual, the term consultation denotes both consultations and admissions, which are facilitated through a similar interface with minor variations. However, in certain contexts, the term consultation may specifically refer to inpatient scenarios, while...

How to capture consultation vitals.

Manual for Paperless Software Packages Chapter 04 : Consultation page

Instructions : Click the Vitals toolbar button to open the Vitals page. Once the Vitals page is open, fill in any relevant vitals information. Click the Save footer button in the Vitals page to complete the process.