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