The Profile page provides an overview summary of important patients records.

• Demographics: Family Members/ Allergy & Medical Conditions / Personal History.

• Communication: Interaction timeline and log reports

• Patient Information: Including Treatment & Appointment history

Click the navigation menu > Patients > Profile page

Demographics

All the Demographic information is taken from the Patient File page.

The patient name with crown if the profile in view is the head of the family

Photo can be inserted here or will auto insert if already exists in Patent file page

1. Preferred: If the patient file has a preferred name included this will be the name selected

2. DOB: Date of Birth

3. Age: Calculated from the DOB

4. Gender: Selected from the Gender field 

5. Category: Patient Category

6. Mobile: The mobile that exists in the patient file (member or head)

7. Email: The mobile that exists in the patient file (member or head)

Family Members

The number & names of family members

1. Click on the family member name to bring up the Patient details Window

2. Click GO TO to open their Profile page
   

Allergies, Medical Conditions & Alerts 

The information found in these are taken from the data entered into the Patient history sub tab on the Patient page

Personal Details

The information found here is taken from the data entered into the Patient Insurance / Various sub tab on the Patient page.

The Personal Details can also be edited within the Profile page

Communication

This area features the communication to patient via a selected interaction timeline and communication type

Timeline & Communication Type

1. Select the interaction timeline period via drop list or enter manual from / to dates

2. Select the Communication type from the drop list.

   1. Tick Select All or Tick individual communication type boxes
   2. Click RETRIEVE
      
      

Interaction Timeline

View the timeline of interactions according to selected communication types

Print Interaction log report

Click the printer button for a History log report

Patient Information

Patient Summary 

1. Patient since: First seen date

2. Main Provider: The provider listed as Main provider in the Patients file

3. Outstanding Balance: Money owing

4. Deposit Balance: Money sitting in credit

5. Next Recall Date: The Patients recall date

6. Health Fund: If using multiple insurance funds the, the health Fund shown will be the one which is set as default in the patient file
   
   

Appointments

Appointments / Total: The overall number of appointments for this patient including any not having a status.

Attended / UTA / FTA: The number of appointment with the status attached

Favourite day: It searches through all the appointments history for this patient and selects the most common day of the week for patient previously scheduled appointments

1. Click on Total to see Appointment details

2. Any Appointments without a status will not be calculated with the Attended / UTA / FTA totals but are counted in the overall total
   

   

3. Upcoming: The next appointment

   1. Double click to view appointment details
      
      

4. Last visited: The last appointment

   1. Double click to view appointment details 
      

Treatment

1. Last Exam: Last date where examination items were used in the Treatment file
2. Last visit: The last date treatment items were entered into the Treatment file
3. X-ray: The last date where Xray items were used in the Treatment file

4. Total Paid: Totals paid by patient

5. Average/ Appt: The average amount invoiced for each appointment

6. Incomplete plans: the number of Treatment plans with items/ treatment & potential revenue from these incomplete items
   
   

   1. Click on Incomplete plans to see the list of Accepted plans with incomplete items