This article explains how you can set-up your patient's status and files.
  1. Navigate to the settings tab from the navigation menu on your screen's left side.
  2. Locate the Patient Setup tab and click on the Patient Settings option. 
  3. On this page, you can create and set up, 
    1. Patient Status
    2. Misc. Settings
    3. Patient Documents Type
    4. Patient Note Access


How to Create Patient Status

  1. Locate the "Patient Status" option to create and edit custom patient status.
  2. Click on the "Create Patient Status" button and a new screen will pop up.
  3. Input the status and click on the "Save" button.
  4. Switch On the toggle to assign the patients to the respective status as active patients.
  5. Switch On and Off the toggle to activate the Show function.
    1. Turn On Toggle - The patients assigned to this status are available in the All Patient list in the Patient module.
    2. Turn Off Toggle - Patients assigned to this status will be hidden in the software, meaning they will not be available in the All Patient list in the Patient module.
  6. If you want to edit the status click on the pen paper icon, modify the status title, and click on the save button.
  7. If you want to delete the patient status click on the trash icon.


Misc. Settings

Three toggle featuresThere are three toggle features that can be turned on or off under the Misc. Setting section:

  1. Locate the "Misc. Settings" option. 
  2. To active the features turn on the toggle button and to turn off the features turn off the toggle button.


How to Create Patient Document Type 

  1. Locate the "Patient Documents Type" option. 
  2. Click on the "Create Document Types" button. When a small box pops up, complete the following steps:
    1. Patient Document Type - Input the relevant title for the documents. 
    2. Save - Click on the 'Save' button.
  3. For further actions, follow these steps:
    1. Edit - To edit the document type, click on the blue pen and paper icon.
    2. Delete - To delete the type, click on the trash button. 


Patient Note Access


This screen lists the notes available in the system and the ones that are granted access to view for all the patients in the facility. 

  1. Use the checkbox to select the notes to be given patient view access.
  2. Then, click the Ok button to complete the granting access step.