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IMPORTANT: If you change Patient File settings you need to restart EXACT to activate the changes.
To configure the Patient File
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Extra tab list 1 / 2 These fields allow up to two additional tabs to record and display extra information as part of the Patient File tabs. If required, click in a field and use the |
This checkbox allows independent lists of patient types to be maintained in the ‘Types’ fields in the ‘Extended Details’ sub tab. Check or uncheck as required. Note: If this field is unchecked, both ‘Types’ fields will display the same Patient Types in the lists. |
Check patient details every [ ] months From EXACT v11.6 this has been moved into the Arrivals Configuration Screen. |
The Pathology tab is an optional element in the Patient File. Tick this checkbox to enable the tab. |
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Patient Code Format: Creates a Patient Code to identify a patient within EXACT, based on the surname and first name; the standard "6+1" format will use the first six letters of their surname and the the first letter of their firstname. For example, the code for John Smythe would be "SMYTHE J".
Subsequent patient codes with similar names will then be numbered, e.g., "SMYTHE J1", "SMYTHE J2", etc.
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This will display a window similar to the following example:
When a field is designated as mandatory, it is highlighted with a yellow background in the Patient screen. If fields are designated as ‘Mandatory’ it is not possible to save a new patient record unless every mandatory field is filled in during data entry. This does not necessarily mean that once the mandatory fields are entered that patient record is complete as far as EXACT is concerned. More details can be added later, at a more expedient time. For instance, if a new patient calls the practice to make an appointment, you can ask them over the phone for just the mandatory details such as name and a contact telephone number and enter this into EXACT to make an appointment. When the patient attends their first appointment, they could fill out a brief questionnaire with any other details you may require for their treatment, such as postal address, medical details, dental history, etc.
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This button displays the window to allow you to set preferences for letters sent to patients who have been set up in EXACT as family members. You can specify rules for the practice which determine who is to be the recipient of any correspondence regarding patients who are dependants (children, elderly or infirm relatives, etc.). This can avoid mistakes where for example a child is sent an appointment reminder or other information that their parent or guardian is unaware of.
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