CliniPad - Patient Details

If a patient has

Had their first visit to the practice recorded as being within the last year, and
Their referral source on file is blank,

then Clinipad will now include a question to them on the Clinipad Patient Information screen:

"How did you hear about the practice?".

Alongside this question is a dropdown list of configured active referral sources from which the patient can select:

Note that stating referral sources is not mandatory for the patient, so it is not problematic that patients have blank selections.

If the patient selects a referral source it will be written back to their patient file record and they won't be asked again.

Clinipad always displays the patient's existing data as the default answer so that if the patient skips the question, the data is not changed.

Clinipad always includes a blank option in the list so that the patient can deliberately not answer the question.

Your practice can configure reasons for new patient referral and Clinipad will present these reasons to the new patient.

TIP: The reasons will likely change so be sure to review these referral sources periodically to make sure that you have all the ones you want, and you've removed the ones that you don't want.

Some guidelines for the list:

Don't list too many or the patient will just choose something from high up the list.
Try not to have overlapping reasons such as Google, Internet, Practice Website.
Mark any that you don't want the patient to see as inactive by means of File > Specialists, Referral Sources.

Reasons need to be configured in the Patient Details Tab - See also: Configuring new patient referral-source capture

Patient Health Fund Capture

On the Clinipad patients can answer this question by selecting from a list of options:

"Which Health Fund are you with?"

Patients will be asked this question each time they use Clinipad so that they can update the information if it changes.

Clinipad always displays the patient's existing data as the default answer so that if the patient skips the question, the data is not changed.

Clinipad always includes a blank option in the list so that the patient can deliberately not answer the question.

Requirements for this feature:

EXACT v12.1 or later
HICAPS integration within EXACT.
Editing requires appropriate Administrator permissions

Configuration:

From the the Patient Details Tab the Health Fund options are only viewable.

The options list is auto-populated by the HLTHFUND table, but this list can be edited via Configure > HICAPS.

TIP: To ease patient selection, edit the list to only those Health Funds used by the practice.

Clinipad Patient Data User Disclaimer

Clinipad software includes a default (but editable) disclaimer on the use of patient data.

By default this is shown to the patient in the Clinipad patient demographic form, but it can be optionally de-activated / hidden.

To view or edit the Patient Data Use Disclaimer

Select Configuration > Appointment Book.
In the Appointment Books window, click the Arrival Options button to display the Appointment Arrival Options window:

The option to Show patient information on data use is ticked by default.
Edit the text if required (TIP: copy and save it first).
Note that Superusers can also edit and save the text by means of this setting: clinipad.patient.data.disclaimer.
To reinstate the original text after editing, either
- Be sure to copy it before editing, then paste it back.
or
- Delete all text then click OK to close the window. When you re-open the window the original text will be reinstated. However, the checkbox will be have been de-selected to guard against you adding a blank page to Clinipad, so you also need to Tick the checkbox again to continue using Patient Data Use

To stop displaying Patient Data Use text to patients

Deselect the checkbox:

To reinstate the original Patient Data Use text

Delete all text.
Click OK.
When you re-open Clinipad the original text will be reinstated.
However, the checkbox will be have been de-selected to guard against you adding a blank page to Clinipad.
Tick the checkbox again to continue using Patient Data Use: