Enquiries - Overview

CareRight allows you to record enquiries made by potential patients or their family members. To understand the process, it is important to understand that there are two types of person records in CareRight:

  • Contacts; and,
  • Patients

Additionally, recent versions of CareRight feature an Online Enquiries and Expressions of Interest capability.


Contacts

A Contact record can be used before a potential patient becomes a Patient in CareRight. The following sections of CareRight can be filled in for a Contact:

CareRight Section

Description

Examples

Identity

Key identity data

Given Name, Family Name, DOB, Sex

Demographics

Key demographic data

Occupation, Religion, Country of birth

Government Benefit

Key government benefit data

Medicare number, Pension number, DVA Number

Health Fund

Key health fund data

Fund, Member Number, Cover Commenced Date

Contact Details

Key Contact Details

Mobile, Home Phone, Email, Consent to SMS, Consent to Email

Addresses

Address Details - Home or Postal

Address Line 1, Suburb, Post Code

Address Book

Associate other Contacts or Patients with this contact. Specify type of relationship and if it is an emergency contact.

"Mary Smith (Contact) - Mother - Emergency Contact"

Enquiries

Register any interaction that you have with the Contact


Restrictions with a Contact Record

There are some restrictions with a Contact Record.

  • A Contact doesn't have a full medical record
  • You cannot create an appointment for a Contact
  • You cannot perform a Patient assessment (forms) against a Contact

If you need to do this, you should Convert the Contact to a Patient. When a Contact is converted to a Patient all the data stored against the Contact flows through to their Patient record.


Patients

The second type of person in CareRight is a Patient.  A Patient record has all the features of a Contact record, plus more:

  • Full clinical record - alerts, allergies, medications, diagnoses, problems, etc.;
  • Create Correspondence - Letters, SMS, emails;
  • Book appointments;
  • Perform Assessments;
  • Create accounts, invoices, claims;
  • Admit and include in Statutory reporting; and,
  • Download Pathology and Radiology.

When you visit the Patient Record section will you see the full range of functionality relating to a Patient.