Patients 2 - Searching and Navigation


The Patient's ability in MacPractice contains the detailed demographic information about each patient and guarantor in your practice. The Patient's ability is also where all charges are entered in the Patient's Ledger as well as clinical information in the Patient's Clinical tab.

Each patient record will have 7 different tabs along the top. The Patient tab contains the information about the patient that you are seeing in your office. Each patient also need to have a primary entered. The primary is the person who is financially responsible for the patient's account.

The Account tab contains statement and accounting information for this account. The Clinical tab contains clinical information such as diagnoses in the problem list, allergies and immunizations, vitals, and smoking status entries.

The Clinical tab of the patient's record is a central location where you can view a patient's medical history. You can click each item to go to that record. For example, if you click on a procedure you will be taken to the patient's ledger and the procedure will be highlighted. If you click an Attachment record, you will be taken to the Attachments ability and that record will be highlighted.

The Ledger tab is where all charges, claims, statements and payments will be made for this patient's account. The Orders tab allows you to track and manage Orders, tasks, and imports within your office. Please review the Orders and Ledger sections of the HelpDesk for more information about either of these tabs.

There are a few methods for finding patient's within MacPractice. If you know the patient's name or account number, you can simply type this information into the patient selector at the top of the sidebar. However, this search is not extremely specific. If you type a word fragment all names, both first and last, for patients and guarantors that contain that fragment will be shown. As you can see, searching for "John" will pull up all patient's with the first name John but also patient's with the last name Johnson.

If you would like to be more specific in your search, you can use the Find function. When you select the Find node in the sidebar, you can enter your search criteria in the detail area to the right. Entering information in one of these fields will only search that specific field and will ignore all other fields. Enter your search criteria then press the return key on the keyboard. As you can see, typing John in the first name field on the patient's tab here will only pull up patients with a first name of John and no one else.

Using the Find node, you can also combine your search criteria or search by other identifiers than the name or account number. For example, you can search by birthdate, address, phone number, and social security number if you enter it then you can combine these with your name search or any other criteria/ There may be many John Smiths in your database, so you can search by the last name smith and the birthdate to find the right patient.

Some additional features may assist you in finding your patients. If you have the Preference turned on to show new patients in the sidebar, you will see all patients who have not had any transactions entered listed under the New Patients node. The patients will still exist in the Patients node, however, you will be able to search through this list to see all patients who have no had any transactions entered in their ledger. Patients with names shown in blue are patient's who have had appointments. You will notice when you select a patient here, everything in the detail area is grayed out. To enter charges for this patient you can click the padlock icon or double click on their name in the sidebar to navigate to their patient record under the patient's node.

You can also turn on an Archived Patients node in your Patient ability Preferences. Instead of going to the File menu to retrieve archived patients, you can view them in the sidebar and simply unlock them if you wish to retrieve their records.

Additionally in the Patient sidebar you will see Forms and Note Templates nodes. You will notice that the folder icon is different for these nodes and if you twist down these nodes, you will see items within them. These nodes are designed to provide you with a shortcut for printing any forms, labels, or notes for any of your patients. Simply drag a patient's name from the patient list and drop it on top of the form you wish to print. MacPractice will automatically print that form for you. You can also select the form in the sidebar to get a preview of the form or note.

You can also us this feature to print multiple forms for multiple patients at the same time by utilizing the List tab in the Drawer. Open the Drawer by clicking the icon in the bottom left corner and selecting the List tab. Your Drawer may open on either the left or the right side of the window depending on where you have more room. If you don't see the Drawer, you may have to make your MacPractice window smaller or click on the maximize button to re-fit your window to your screen. You can drag patients into the List or into a folder, then simply drag the items from the List onto the Form or Note Template. For example, I want to print a chart label for these 5 patients I have added to this folder. I can simply drag the entire folder on top of the label I want to print, and MacPractice will print labels for all 5 records.


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