Skill Sharpeners

Exercise 1: A new patient calls to schedule an appointment. Add the required information and create a new patient record.

Note: In this exercise, create a fictitious patient using your last name as the first name and your first name as the last name; for example, Smith John.

To add a new patient:

On the Scheduler tab, in the Search Patients field, search for the patient and make sure they are not in the database already.
Click Create Patient. The Create Patient window is displayed.
In the Patient Record Control section, make sure the patient is Active.
Ask the patient for required information on the phone and enter it in the following fields:
First Name—Use your last name in this field.
Last Name—Use your first name in this field.
Date of Birth
Gender
Mobile Phone Number

Select the Is Self-Responsible option.
In the Preferred Location field, select the location from the drop-down list.
In the Preferred Doctor field, select a name from the drop-down list.
In the On Recare List field, select Yes.
Select the Use Practice Defaults option.
Click Create Patient.

Exercise 2: The patient arrives for the first appointment, and you want to edit the patient record to add more information.

To edit a patient record:

In the Search Patients field, enter your last name and first name. The patient’s Home window is displayed.
Click the Patient Record tab. The Patient Record window is displayed.
Click Edit Patient Record.
Click Generate ID.
Under Jump To, do the following:
Click Contact Information and enter addresses in the email and street address fields.
Click Insurance Information and then Add Insurance Policy. Fill in the insurance information and click Create.
Click Medical Alerts and add High Blood Pressure as a medical alert.

Click Save Patient.

Exercise 3: Add and edit a note to the patient record that reads “Patient takes medication for high blood pressure.”

To add and edit a note:

In the Search Patients field, enter last name and first name. The patient’s Home window is displayed.
Click the Notes tab. The Note window is displayed.
Click Add Note. The Create New Note window is displayed.
From the drop-down list in the Category field, select Medical.
Type Patient takes medication for blood pressure.
Click Save.
Hover the cursor on the note and then click the Pencil icon to the far right of the window. The Edit Existing Patient Note window is displayed.
Type high before blood pressure.
Click Save.