👨‍👩‍👧‍👦Settings | Patients

Settings.

Table of Content

• Referral Sources

• Treatment Note Templates

• Body Chart Templates

• Letter Templates

• Patient Form Templates

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Patients - Referral Sources

1. Go to the menu bar in the top left corner, scroll down, and click on “Settings”.

2. Click on “Referral Sources”.

3. Click on “Add Referral Source”

4. Fill in the referral source name and you can even add sub category if you have any.

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Patient - Treatment Notes

1. Go to the menu bar in the top left corner, scroll down, and click on “Settings”.

2. Click on “Treatment Note Templates”.

3. Click on “Add Template”.

4. Fill in the template name and click on “Add Section” to create your template.

5. You may choose your answer field format on the right side of the question title. [Eg. Single line text, paragraph text, multiple choice, checkboxes, and bodychart].

6. Please note that this is just a template, to fill in this template, you’ll need to go to patient profile to create treatment notes.

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Patient - Body Chart Templates

1. Go to the menu bar in the top left corner, scrol down and click on “Settings”.

2. Click on “Body Chart Templates”.

3. Click on “Add Template”

4. Create a template name and upload a file.

5. Please ensure that you have included “Body Chart” as your answer field format in your treatment notes. Click HERE for more information.
6. Please note that this is just a template, to draw/sketch on this template, you’ll need to go to patient profile to create treatment notes.

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Patient - Letter Templates

NOTE:

This feature allows you to create letters for your patient such as referral letters, Medical Certificate (MC), time slip, individual consent form [Eg; dry needling consent form, acupunture consent form etc].

1. Go to the menu bar in the top left corner, scroll down and click on “Settings”.

2. Click on “Letter Templates”.

3. Click on “Add Letter Template”.

4. Fill in the template name and content of the template. You may choose the variables from the dropdown [variables will be auto filled when you create letters for your patient].

5. Please note that this is just a template, to create letters, you’ll need to go to patient profile to create it.

NOTE:

You may enable serial number for Medical Certificate (MC) & Time Slip

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Patient - Patient Form Template

NOTE:

This feature enables you to add on additional questions to your patient registration form on top of all the provided questions.

1. Go to the menu bar in the top left corner, scroll down and click on “Settings”.

2. Click on “Letter Templates”.

3. Click on “Add Letter Template”.

4. Create template name, questions and answer field format.

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Patient - Merge Patients

1. Click on patient name

2. Click "more"

3. Click "merge patient"

4. Select & merge