0820 Patient Summary in Training Guide

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Patient Summary - Training Topics
0820 Patient Summary - Training Topics ●     Search and Creating Patient Records ●     Patient Banner Configuration (Super User) ●     Patient Demographics ●     Custom Patient Fields (Super User) ●     Patient Addresses, Phone ...
Search and Creating Patient Records
Search Before adding a new patient to CareRight, you are required to do a search first. This reduces the risk of duplicate entry of patients. 1.    From the dashboard Click Patients  2.    Search Criteria (Name or DOB, MRN) -    Search terms ove...
Patient Banner Configuration (Super User)
1.    Click Admin 2.    Click Patient Settings 3.    Tick or Untick options on Patient Header 4.    Scroll down and Click Update Patient Settings ...
Patient Demographics
1.    From the dashboard Click Patients  2.    Search or scroll My patients list to find the patient 3.    Click on patients name or Show 4.    Click Edit 5.    Scroll down to Demographics 6.    Drop boxes down to select values 7.    To save c...
Custom Patient Fields (Super User)
1.    From the dashboard Click Administration 2.    Click Patients 3.    Click Custom Patient Fields 4.    To filter the list type Demographics and Click the search button 5.    To add new field click the New Button. 6.    Click Section Dropdow...
Patient Addresses, Phone & Consent
1.    From the dashboard Click Patients  2.    Search or scroll My patients list to find the patient 3.    Click on patients name or Show 4.    Scroll down to Contact Details and Click New 5.    Complete form fields 6.    To save changes Click ...
Relationships & Emergency Contacts (previously NoK)
1.    From the dashboard Click Patients  2.    Search or scroll My patients list to find the patient 3.    Click on patients name or Show 4.    Scroll down to Address Book and Click New 5.    Search for the Contact 6.    If the contact is not a...
Patient Notices - Using Notices
Using Notices 1.    From the dashboard Click Patients  2.    Search or scroll My patients list to find the patient 3.    Click on patients name or Show 4.    Click Notice on Patent banner or scroll down menu and click Notice 5.    Click Show...
Configuring Patient Notices (Super User)
Add or Edit Notice Alert Definitions From the dashboard got to Administration Select Patients Click A lert Definitions   On the blue banner menu Click Notice Click New Alert Definitions to add a new Notice Alert Type as Notice User...