The Actions menu is located on the right-hand side of the patient details screen.
Clinical Notes – Opens this patient’s Clinical Notes.
Accounts – Opens this patient’s accounts screen.
Post It Note – Creates a note that will appear whenever this patient’s clinical notes are opened.
Appointment history – View past and future appointments.
Change Log – View changes made to patient details (including date and author).
Document – Open a document to print, email or txt this patient.
New Family Member – Create a new family member with the same address, contact details, family members and account holder.
Update Family – Update family members with this patient’s address/contact details and selected schemes.
Check for Duplicate – Searches for patients with the same name, date of birth and gender.
Merge Records – Imports clinical records from a duplicate patient. Search for and select a second patient. Their clinical records will be inserted into this patient’s records. The patient’s details will remain as entered here, and the “second patient’s” record will automatically be made inactive.
Delete this Patient – deletes this patient.
Add Task – Allows you to create a task, to be completed later.
Check NHI – Checks this number is correct against the Ministry of Health’s NHI database
Get Enrolment – gets the enrolments of the patient from the NHI database
Get Preferences – gets the survey preferences of the patient from the NHI database