Selecting a Patient

To select a patient from Consultation Manager you can use the following:

During an appointment session

Select Appointments List and double click on the patient required. The patient's record displays.

Note - Double clicking from the Appointment list starts a consultation and changes the patient status to In Consultation.

At any time

  1. You can either:
    • Select Select a Patient ,
    • Press F3 on your keyboard, or
    • Select Consultation - Select a Patient.
  2. The Select Patient screen displays, change the Search Attribute if required using the down arrow and then enter the first few letters of the selected criteria in Search Details:

  3. Select Find or press Enter on your keyboard.
  4. The Select Patient screen displays with the search results:

    Locate the patient you require and either double click on them or highlight the patient required and select OK. Use the right horizontal scroll arrow to view further patient details off-screen on the right.

The patient's record displays.

Common ways to find a patient

Once the patient is selected, their name and demographic detail displays at the top of the screen, see Consultation Manager Setup - General for details.

If the patient you select is marked as a Sensitive Patient and you do not have permission to access them, a warning message displays, select OK to accept:

Note - To print this topic select Print in the top right corner and follow the on-screen prompts.