Patient Management Overview

This section contains the list and details of all Patients, as well as the Physicians and any other possible specimen submitters in your practice.

To Add a New Patient or Physician

Navigate to the Patient Management menu item.

Click the New button. The New Entity Detail screen displays. Enter all information available (Bold fields are required at a minimum) and click Save .

Additional information may now be added in the same way, by clicking on the appropriate buttons to display their frames. The buttons toggle between Show and Hide.

Show Persons Add individuals related to the main Entity.

Show Types You can add additional roles to the main Entity by selecting them here.

Show Items Items are a handy way to associate pretty much anything with anything else, in this case with a client, physician or patient. Items, however, must have been pre-defined by an authorized user (see Item Management). To Add an Item to an Entity Click the New button on the Entity Detail screen and select the pre-defined Item you would like to associate with the Entity (Client, Physician or Patient) by first selecting the Item Type.

Next, click the Select link to choose an existing Item.

Enter any further details in the text box and click Save . The Item is now associated with the main Entity (Client, Physician or Patient).

Show Address, Show Files

You can also add additional addresses and/or upload files to associate with the main Entity using those frames.