Pracsoft User Guide
Adding/Editing Patient Records via the Appointment Book

This topic assumes;

o      You have a basic understanding how to use the Appointment Book.

o      The Appointment Book is currently open.

o      You have created an appointment for the patient

This topic does not cover editing the appointment itself.

Adding Patients via the Appointment Book

1.      Within the Appointment Book, locate an click within an appointment slot.

2.      Enter the name of the new patient (Surname, First Name).

3.      Press Tab or Enter. The Select Patient window appears.

 

4.      Click The Create New Patient window appears. See the table below for information about this window.

 

5.      Click The new patient record is saved into Pracsoft, and the new appointment is scheduled for them.

Editing Patients via the Appointment Book

1.      Within the Appointment Book, locate and right-click the patient's entry.

2.      From the menu that appears, select Edit Patient Record. Alternatively you can press SHIFT + F6. The Edit Patient Record window appears.

 

3.      Edit the record as desired, clicking when complete. For information on the data you can save to this window, see the table below.

 

Items of interest on this window

Menu Selection

Patient Status

Gender

Referrals

Next of Kin and

Emergency Contact