Patient Details Report

In the event that a patient (or their legitimate representative) requests a copy of the information held about themselves, you can produce a Patient Details Report. To run this report:

1. From the Pharmacy Manager Side Navigation Bar select Reports .

2. From the list of reports, select Patient Details Report and then select Run:

   

3. The Run Report "Patient Details Report" screen displays:

   

4. Double click on the filter options as required to narrow down your search, or leave blank if the filter is not required.

   Select the filter below to display details:

   Date range filter

   

   1. Set the date range required.

      Training Tip - Type a Full Stop . and then press Enter on your keyboard to enter today's date.
      Note - If you do not select a date range Pharmacy Manager displays all records.

   2. Select OK .

   Patient filter

   

   1. Enter the patient's name and select Find .

      Note - You can only select one patient at a time.

   2. The Find Patient screen displays, select the required patient.

   3. Select OK .

   4. Select OK .

   Information Requestor

   

   1. Select who has requested the report from the Requestor list:

      • Patient

      • Parent - Enter the name of the parent below.

      • Legal guardian - Enter the name of the legal guardian below.

      • Appointed carer - Enter the name of the appointed carer below.

      • Power of attorney - Enter the name of the power of attorney below.

      • Caldicott guardian - Enter the name of the Caldicott Guardian below.

      • Care team - Enter the name of the care team below.

      • Court order - Enter any supplementary details below.

      • Other - Enter any supplementary details below.

   2. Select OK .

5. Select OK .

   The Patient Details Report displays: