Patient Details - Exemptions

From the Patient Details - Exemptions tab you can easily set a patient's exemption status:

To access the Patient Details - Exemptions tab, 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.

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

Navigate to the Exemptions tab.

To enter a patient's exemption status:

  1. Select the exemption category for the patient from the list:

    Training - Exemptions may be disabled depending on the patient's date of birth.
  2. Where required enter any supporting information:

    • Expires - Enter the expiry date of the certificate.

    • Cert No - Enter the certificate number.

    • Name - Enter the name on the exemption certificate.

    • DOB - Enter the date of birth for the certificate holder.

    • N.I. No - Enter the National Insurance number for the certificate holder.

  3. Select Evidence Seen to confirm the exemption evidence has been seen:

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

  • Delete - A warning displays, you can only delete the patient from the Patient tab.

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

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

  • Apply - To save any changes made but leave the form on your screen. You can then select Close to close the Patient Details screen when you are ready.

For information on other Patient Details tabs, see Patient Details.
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