Clinic-Assist
Knowledge Base
This Patient File acts a central repository for data about your patient/subject. It is used to record and organise both manual and automated notes and information about the patient in focus. The patient file can be accessed by selecting the target individual directly, or by opening an appointment for the individual. In each case you will see a relevant labelled tab to the top right of the screen. Click on the tab to open.
The patient file is organised by five types of detail - Notes, Appointments, Attachments, Emails and Cases.
The first, Notes (indicated by the 'double page' icon), is a manual, free entry option that can be used in addition to clinical/screening notes (covered separately). You simply type the detail in the top most area of the page.
When finished typing, select +Add.
In this view, you can see that the new notes entry has been recorded, colourised green and stamped with the date, time and the clinician name. If you have enabled the client portal (for referring managers for example), you can also select to allow a note or other detail to be available in the portal by ticking the ‘Display this item on the client portal’.
If you also want to include an attachment (the second function shown as the ubiquitous paperclip), click the 'Attach' button to browse to the relevant folder location. As soon as a file is selected, the ‘Attach’ button changes to ‘Remove’ in case you want to undo the upload. At this stage it would also be beneficial to include a description of the attachment within your associated notes. Assign the attachment to a category (e.g. Results) and click +Add.
Once recorded, you will see that a new file is available by the visibility of the ‘Download’ option under your text. If at any time you wish to view an attachment for any of the notes, click on the 'Download' button accordingly. Notes only (without attachments) are colourised green. Notes with attachments (and entries void of notes as attachments only) are colourised blue.
Appointments (indicated by the flip chart icon) will automatically appear in the patient file when an appointment is created, amended or even cancelled accordingly. This being another great feature of Clinic-Assist to help with appointment tracking and history. Appointments are colourised red and can be opened by simply clicking the ‘Open appointment’ link.
The ‘Appointments’ detail also displays the clinical notes that were taken during the appointment. Clinical notes is a separate text entry area used during the appointment session and available from the ‘Screening’ tab. The Screening tab is covered separately to this article.
This simply shows you a list of all email correspondence relevant to the patient in focus. This will include the automated emails, for example appointment notification. If you are using the Outlook plug-in, you will also be able to track and view those emails generated outside of Clinic-Assist. To view, simply click any listed item. Emails are colourised yellow.
Cases
If using the ‘Case Management’ feature and you have created any cases for the patient in focus, as with appointments, detail will be included here for direct selection by simply clicking on the ‘Open case’ link. Cases are colourised orange.
