Viewing a Record

Select a topic below to expand the section:

When you select a patient, the Patient Summary screen displays. Swipe up to see more of the record.

The patient summary screen includes the following options:

  • Search - To search the patient's record.
  • Open new Encounter - To record new data.
  • Allergy information - To warn of any existing allergies.

Overview of the Patient Summary Screen

Swipe the screen to display the Patient Summary which includes:

  • Patient Banner - Displays:

    • Date of birth.
    • Gender.
    • NHS/CHI Number.

  • Last Encounter - Displays the details of the last completed encounter.

  • Medical History - Displays:

    • Significant Diagnoses - Priority 1 and 2 medical history entries.

    • Significant Operations - Priority 1 medical history entries in Read chapter 7.

    • To see all medical history entries, select Medical History from the bottom of the screen.

  • Medications - Displays:

    • Active Repeats - All active repeat medication.
    • Acutes - Last 2 years of acute medication.

    • To see all medication entries, select Medication from the bottom of the screen.

    Important - Please be aware, Vision Anywhere only displays Medication from the last 2 years.

  • Allergies - Displays:

    • All drug and non-drug allergies.

    • To see all recorded allergy entries:

    • iPad - Select Allergies from the bottom of the screen.

    • iPhone - Select More from the bottom of the screen and then Allergies from the Navigation menu.

  • Lifestyle and Examinations - Displays the last recorded:

    • Weight.

    • Height.

    • Alcohol status.

    • Smoking status.

    • Exercise.

    • Diet.

    • Blood pressure.

    • To see all lifestyle and examination entries:

    • iPad - Select Lifestyle and Examination from the bottom of the screen.

    • iPhone - Select More from the bottom of the screen and thenLifestyle and Examination from the Navigation menu.

  • Test Results - Displays:

    • Test results from the last 3 months, or
    • 'No test results in the last 3 months' if no results exist.

    • To see all test results entries, select More in the Tab bar and then select Test results from the Navigation menu.

    Important - Please be aware, Vision Anywhere only displays Test Results from the last 2 years.

  • Immunisations - Displays all recorded immunisations.

    • To see all immunisation entries, select More in the Tab bar and then select Immunisations from the Navigation menu

  • Correspondence - Displays the last 3 months correspondence.

    • To see all correspondence, select More in the Tab bar and then select Correspondence from the Navigation menu.

    Note - Correspondence entries are only available when online and to practices who also use Vision Anywhere alongside Vision 3.

  • Demographics - Displays the patient's:

    • Registered GP

    • Preferred GP

    • Address - Select Map to view a patient's address location and directions. To return to Vision Anywhere select .

    • Email address - Select Mail to the left of the email address to email the patient.

    • Telephone number(s) - Select Telephone to telephone the patient from your device.

The Clinical Record Browser gives a chronological view of all items in the patient's record.

To view the Clinical Record Browser:

  1. From the bottom of your screen, select Browser .
  2. The patient record displays, swipe down the screen to view more information.

The Clinical Record Browser view can be filtered, see Filtering the Record for further details.

You can filter the data in the views to display specific items, for example blood pressure and smoking. You can also add date filters onto all of the views.

  1. Select the Arrow to access the categories.

  2. Choose Categories or Date Range.
    Both filters can be active.
    All categories or dates display.
  3. Select the tick next to Show All to clear the current view.
  4. Select the items you want to view:

    5. In Lifestyle and Examinations view filters for All Examinations and All Lifestyle can also be applied.

  5. Select All entries to apply the filter:

    The filtered view displays.

    Note - The categories change depending on which part of the record you are currently using.
    The count of All Entries changes as the filters are applied.
  6. A second filter can also be applied.
    If the categories filter is active, the dates filter can be applied, or vice versa.

Filter Categories

This list tells you what categories are available for the patient record screens.

  • Clinical Record Browser
    Encounters, Medical History, Medication, Allergies, Lifestyle and Examinations, Test Results, Immunisations, Correspondence, Other
  • Medical History
    Problems, Diagnoses, Procedures, Family History, Referrals, Requests, Other
  • Allergies
    Drug allergies, Non-drug allergies
  • Lifestyle and Examinations
    Blood pressure, Height and Weight, Peak flow, Pulse, Pulse Oximetry, Respiratory Rate – Temperature, Visual Acuity, Alcohol, Smoking, All Examinations, All Lifestyle
  • Correspondence
    Incoming, Outgoing

    Lifestyle
    and
    Examinations


All views can be filtered by date.

Note - If you are in the Medical History view and remove the tick next to problems, the problem term still displays in the view as the clinical term exists outside of the problem.

Vision Anywhere has the facility to search the patient's record, to quickly return specific information.

  1. From the Patient Summary or Encounter screen select the magnifying glass to activate the search box.
  2. Enter the term you want to find in the Search Bar.
    Note - You can search on drug names, free text and clinical terms.
  3. Select "Record Entries containing XXXXX".
    The results display.


    Free text results are also included.

Problem orientation allows items to be linked to a condition, to provide a full overview of the management and treatment.

The problems also display as a header in the Medical History view, and linked items flagged.

Select Problem flag to view the problem header.

Selecting Entries or Linked Entries from the problem Header, displays the linked items.

If items such as Medication or Test Results are linked to a problem, a flag displays alongside the entry.

The screen shows a list of outstanding QOF items for the selected patient.

The alerts display by QoF category, eg hypertension or smoking.

  1. From the Home screen, select a patient.

  2. The Patient Summary screen displays a count of any outstanding QoF reminders.
  3. Select the arrow > to view the reminders.
    The detailed reminder list displays by area.
  4. Select the item you wish to update.
    The following options display depending on the indicator type.
      • Select a Clinical Term - Select Add to record an item.
      • Record an Exception for this Register - Choose the relevant exception term.
      • Prescribe
    The related data entry form displays for completion populated with the associated QOF compliant clinical term.
  5. Complete the form.

    The count in the Patient Summary view reduces by the number of completed items.

Note- Care Reminders are currently only available when online and to practices with a minimum version of DLM485.

Incoming and outgoing correspondence for the last 2 years is available to view in the Correspondence view.

  1. Select More in the Tab bar at the bottom of the screen.
  2. Select Correspondence from the Navigation menu and all correspondence available displays.
  3. Select an item to view more information.

  4. Select the letter to display.
Note - . An internet connection is needed to view correspondence. A file viewer must be installed on the device to open and display documents.
See Recording a Consultation, Encounters and Medication Management for further details.