Patient Details - Patient

You can use the Patient Details - Patient tab to view or update a patient's details:

To access the Patient Details - Patient screen, either:

• From the Find Patient screen, find the patient and then select Details or press Alt + D on your keyboard.

• From the Dispensary screen, select either:

  • Information next to the patient's name:

    

  • F3 on your keyboard, this opens the Patient Details screen on the Other tab.

  • F6 on your keyboard, this opens the Patient Details screen on the Medication History tab.

Navigate to the Patient tab if required.

From here you can view or update the following:

• Patient number - You can search for a patient using their patient number, simply enter P and the patient number (no spaces) into the Patient search.

• Services status (Scotland only) - Highlights whether a patient is registered for Scottish services such as Medicines: Care & Review (MCR):

  

  • Red Cross, indicates the patient is not registered.

  • Amber exclamation mark, indicates pending registration.

  • Green tick, indicates registered.

• Title - Select this patient's title from the list.

• First name - Enter or update this patient's first name.

• Other name(s) - Enter or update this patient's other names.

• Last name - Enter or update this patient's last name.

• Ethnicity - Select this patient's ethnicity from the list.

• Address - Enter or update this patient's address. Select PR26 to search the address database, see Adding Addresses for more details.

• Handout - Select the handout method for this patient, either In store collection, Delivery or Robot Collection.

• Location - Enter or update any addition location information, for example 'Top Floor'.

• Postcode - Enter or update this patient's postcode.

• Fax - Enter or update this patient's fax contact number.

• Home phone - Enter or update this patient's home contact number.

• Mobile - Enter or update this patient's mobile number.

• Work phone - Enter or update this patient's work contact number.

• Main contact - Select which contact is this patient's main contact, select from Unknown, Home, Work or Mobile.

• E-Mail - Enter or update this patient's email address.

• Nursing Home - If this patient lives in a nursing home the home displays here, select Details to view the Monitored Dosage System screen for the nursing home.

• MDSC Patient - If this patient is a community patient the details display here, select Details to view the Monitored Dosage System screen for this patient.

• Sex - Select the sex of this patient, select from Male, Female or Unknown.

• DoB - Enter or update this patient's date of birth.

• Age - Automatically completes based on this patient's date of birth.

• Group - Automatically completes based on this patient's date of birth. To update, select from Child, Adult, Elderly or Unknown.

• NHS No - Enter or update this patient's NHS number.

• CHI No - Enter or update this patient's CHI number.

• NI No - Enter or update this patient's NI number.

• Temporary patient - Select Temporary patient if this patient does not live in your area and is unlikely to return.

• Patient is exempt - Select to mark that this patient is exemption from prescription charges. See Patient Details: Exemptions tab for more details.

• No fixed abode - Select if this patient does not have an address, the Address and Postcode options inactivate.

• Always verify collection - Select to record the handout for this patient.

• Patient is deceased - Select to set this patient as deceased.

• App User - Select to set this patient as an application user. See Marking a patient as an App user for more details.

• MUR Leaflet - Select to print an MUR leaflet. This explains the purpose of MURs and enables this patient to complete the consent form.

• Welcome Leaflet - Select to print a welcome leaflet for this patient. To set welcome leaflets to print automatically, see Pharmacy Details - Dispensing.

• Registration Card - Select to print a registration card label for this patient.

  Training Tip - Registration labels can be stuck to cards and provided to patients. They can then be used as a means of identifying patients when they return to the pharmacy with subsequent prescriptions. To set registration card label to print automatically, see Pharmacy Details - Dispensing.

• Address Label - Select or press Alt + Z on your keyboard to print an address label for this patient. If configured this label can include a barcode or a QR code.

From the bottom of the Patient Details - Patients screen you can select:

• Intervene - Select to initiate an intervention, see The intervention wizard for more details.

• Delete - Select to delete this patient. A Delete Patient warning displays:

  

  Select Yes to continue with the deletion, or No to retain this patient.

  Important - This permanently removes this patient from your system.

• OK - Select to save the changes and close the Patient Details screen.

• Cancel - Select to close the Patient Details screen without saving any changes.

• Apply - Select to save any changes made. You can then select Close to close the Patient Details screen.