Patient Ability - Clinical Tab (Gen 9/10)

In the newly released MacPractice Generation 10, we've made some extensive improvements to a Patient's Clinical Tab. Over the years we've received some strong feedback regarding how a patient's Clinical Summary was organized. We've taken that feedback into account and re-designed the Clinical Summary. We hope that this will help your practice organize your clinical information to better meet your needs.

This article will review the functionality of the new Clinical Tab, and address some of the changes that have been made.

Clinical Tab Overview


The Clinical Tab, located in the Patients Ability, houses a summary of all clinical information stored within MacPractice. This information is broken up into several "widgets", which are the color coded section blocks  demonstrated in the above screenshot. By default, the Summary will display clinical information from all available Incidents to give you a comprehensive look at a patient's record.
If you want to narrow down to a specific Incident, you can use the Filter Incidents header in the upper left to select specific Incidents, or narrow down the results to a specific time range.
You can also export the Clinical Summary from this header. We'll cover exporting later in this article.

Editing the Summary
One of the new features in the Clinical Summary re-design is the ability to organize, hide, and customize the colors of each of these widgets. You can access the editing tools by clicking on the gear icon in the upper right of the Clinical Tab.

Note: Your MacPractice user must have the User Privilege "Edit Clinical View" enabled in order to edit the Clinical View's Summary. This privilege is located in the References Ability > User Group Privileges > Patient ability > Edit Clinical View.

All of these settings will be remembered on a per user basis, so your display will follow you from computer to computer based on your MacPractice user.



The editing window is relatively self-explanatory. The Clinical Summary will display the widgets in the order denoted by these two columns.
If there is a widget that you don't foresee your practice using, you can click the checkbox by a widget to enable/disable them.
You can easily move widgets around by dragging and dropping them into the desired order.
Finally, you can change the color of a widget by clicking on the widget's color block.
Once satisfied with your changes, you can click the Done button. If you make a mistake or wish to revert your changes, you can use the "Reset to Default" option in the lower left corner of the edit window.

You can also Zoom In if you would like this to display in larger text. Simply hold the Command key and hit the +(plus) button to zoom in, or Command minus to zoom back out. This setting is remembered based on the specific computer's OS user (not the MacPractice user).

Elements of a Widget
Widgets are the individual blocks that make up the Clinical Summary. By default, the widgets are in a "dropped down" state, meaning that their contents are expanded much like nodes in the sidebar. You can click the triangle on the left of the widget name to shrink this widget until you need it.


Let's take a look at a few widgets to demonstrate some of their differences.

Linkable Widgets


For example, this is the Labs widget.
Nearly every widget will also have a filter option in the upper right as shown by the "Open/All" toggle button.
You can click on the name of this widget to take you directly to the Labs ability, or you can click each individual item listed to take you directly to that item. In this case, the Labs widget is designed mostly to list Labs information and take you to the Labs ability if you need to include additional information.

The Widgets that link directly to relevant areas in MacPractice are:

  • Medications (Rx Ability)
  • Imaging Visits (Imaging/DR Ability)
  • Orders (Orders Ability)
  • Labs (Labs Ability)
  • Attachments (Attachments Ability)
  • Notes (Notes Ability)
  • Procedures (Patients Ability > Ledger Tab, under the Transactions Node)
  • Planned Treatments (Patients Ability > Ledger Tab, under Treatment Plans node)
  • Perio Visits (Patients Ability > Dental Tab under Perio Visits node)
  • Optical Prescriptions (Optical Ability)
  • Referrals (Patients Ability > Referrals Tab)

Widgets with Drag and Drop Listing


This is the Problem List widget. As you can see, there's another "Active/All" filter toggle, and an info button by the name that will provide detailed supplemental information that will assist with the Problem List.
In this widget, you can drag and drop diagnoses in order as you need.
You can also add diagnoses to the Problem List right from the Clinical Tab by clicking on the plus button in the upper right.

The Widgets that allow you to re-order entries from the Clinical Tab are: 

  • Problem List
  • Allergies 

Widgets with an Add Button

Another useful feature that the Problem List widget and some other widgets contain is the Add Button. These allow you to directly add a record into the relevant MacPractice area from the Clinical Tab.

The Widgets that allow you to add entries directly from the Clinical Tab are:

  • Problem List
  • Allergies
  • Immunizations
  • Vitals
  • Smoking
  • Family History
  • Preventive Care
  • Patient Education
  • Goals
  • Care Team

Widgets with a Preview Button

In MacPractice Build 10.7.3, we've added a Preview button to some widgets that contain images or a viewable file.


List of Widgets
All functionality that used to be in the Clinical Sub-Tabs prior to Gen 9 is now contained within the widgets themselves.
A widget that simply lists information from another Ability within MacPractice will not appear if there is no relevant information to display. For example, in order for data to appear in the Medications widget, valid medications must be entered into the Rx Ability.
However, any widget that would allow you to add records will appear here unless it is hidden via the Gear Icon as described in the "Editing the Summary" section of this article. We strongly encourage you to hide any widgets that don't apply to your practice. For example, a medical practice would have no need for the Perio Visits widget, as this only applies to periodontal practices.
Below is a list of all the Clinical widgets, and a brief description of what they do.

Clinical Tab

  • Filters - The Incident drop down sorts the Clinical Summary for the patient by specific Incidents. The History, Start Date and End Date fields allow sorting the Clinical Summary by a specific date. Export Incident allows clinical information to be sent to a patient’s Portal.
  • Clinical History - This will show the clinical history of the patient. Click on a link to be taken to the corresponding ability within MacPractice.
  • Problem List - The Problem list is a record of all diagnoses for a patient. Click the green plus to add more diagnosis codes to this list.
  • Medications - The Medications widget will show both the active and inactive medications on the patient's chart.
  • Account Alerts - This widget will show you the alerts that have been added on the account tab of the Patients Ability.
  • Procedures - The Procedure widget will show you all of the procedures that have been completed.
  • Perio Visits - This widget will show you all of the different perio visits for the patient in MacPractice.
  • Optical RX - This widget will display all of the optical prescriptions stored within the Optical Ability.
  • Smoking Status - This widget allows the user to click the green plus to add a new entry for the patient's smoking status.
  • Preventive Care - This tab is used to help track routine preventive procedures that were performed at a different practice.
  • Orders - This widget can be used to show open or all orders on the patient's account.
  • Digital Radiography Visits - This widget is used to quickly navigate to a unique DR visit for the patient.
  • Referrals - All different referral types will show in this widget for the patient. This allows the user to easily see where the patient is coming from and the office that they will be going to.
  • Care Team - The Care Team tab displays members of a patient's care team.
  • Allergy - The allergy widget will show both the active and inactive allergies on file for the patient. Click the green plus to add a new allergy on the fly.
  • Immunizations - The Immunizations tab records a patient's Immunization information within a table.
  • Patient Alerts - This widget will show you the alerts that have been added on the Patient tab of the Patients Ability.
  • Planned Treatments - This shows you all the treatments that have been made in the ledger.
  • Clinical Notes - This widget will show all of the notes that have been entered within the Clinical Notes Table under the Dental Tab.
  • Vitals - The patient’s Vitals are all recorded in this tab.
  • Patient Education - This tab tracks educational information that has been given to a patient.
  • Family History - The patient’s Family History can be recorded here.
  • Goals - This tab displays the patient's clinical goals and instructions.
  • Labs - This widget allows the user to quickly see all of the labs test that are open and all lab results that are registered for the patient.
  • Attachments - The attachments widget is the best way to navigate to a unique patient attachment.
  • Notes - This widget allows users to quickly see all the documents that were made for the patient.
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