Entering a new patient

To enter a new patient:

  • In the Prescription Entry window, click the New Patient icon to the left of the name entry area. This window will be shown (Shortcut: Ctl-Shift-P). All entry fields are blank, except for the Code field where the entry shown is the next number in the table of unique numbers applied to each individual patient.

  • Code and Last are required fields but all applicable fields should be completed.
  • Please note - the patient code will only appear if this setting has been selected in Preferences.

If the new patient's date of birth is known, it should be entered, otherwise an entry should be made in the Age field; for a patient aged 18 months, valid entries in the Age field may be in one of 3 formats, namely 18m, 1.5, or 18/12.

  • When a patient's code is known, that patient's record may be rapidly displayed. Note also that the Male radio button is checked; if you are entering details of a female patient, remember to check the Female radio button!.
  • Custom fields are available for storing information such as insurance details etc.

Viewing patient details

You can view a patient's details on-the-fly as you enter a prescription as described above. You can also view patients by choosing Patients > Show patients.

Enter the details you want to search for and click Find

You will be shown a list of matching entries, or taken directly to the detail view if only one patient matches the values you entered.

Merging patients while dispensing

While dispensing, you may observe that a patient has been inadvertently entered twice.

When the Choose patient window appears, you need to highlight the two patients to be merged, then clicking on the Merge button displays this window:

Here you need to decide which record should be kept, and which one should be merged, and check the appropriate radio buttons. This combines the information in the record to be merged with the information in the record to be kept.

Patient history tab

The details displayed are similar to displaying a customer in store mode. However there is also a history tab that shows each item dispensed. Double-clicking an item in the list will display the transaction in a new window.

Patient Events

This is the term mSupply uses to denote any item of information relating to a particular patient; for example, you may want to record the patient's weight, the patient's blood pressure, any allergies from which the patient suffers, vaccination records, etc. - a wide range of information relating to a particular patient may be recorded here.

First, some definitions of patient events need to be made;choose Patient > Show Patient events , then click the New button.

One patient event is already defined, the code is `NT', the description is `Note', and the type is Text ; you can also have events of type Numeric or Boolean . For example, to create a patient event recording a patient's weight, the completed Add patient event window would look like this:

A further example, this time using the Boolean type - i.e. where the options are limited to two, `Yes' or `No' - could be to identify patients who have insurance cover to meet the cost of their prescriptions; for this event, the Add patient event window, once completed, would appear like this:

Once a number of patient events have been defined, choosing Patient > Show Patient events, will produce a window like this:

Now it is possible , using the Notes tab of the patient details window, to add individual items of information to the profile of any patient.

View the record of the patient in the normal way (from Patient > Show Patients, enter the patient's name & double click the appropriate patient from the 'names output' ) , and select the Notes tab. Click on the Add event button to bring up the window shown above.

In the Event field, Search event type appears by default. To display all the events you have defined so that you may choose the one you require, enter the character “@” (without the quote marks), press the TAB key, and make your required selection from the list.

Alternatively, you may enter a word from the description of the event - e.g. if you have defined Patient's body weight as an event, you may enter the start of the event name or code (e.g. pat ), and that event will appear in the Event field. If more than one event matches what you have entered, a list will displayed for your to choose the event you want to enter.

Should you wish to add any note or comment, you may do so by moving the cursor into the Note area, clicking, then typing your entry. You can customise the note in terms of when it will be displayed on screen etc. as described in the Items chapter of this guide. Here's the link - The Notes tab.

After a period of time, a patient's notes may look like this:

The default view shows all patient events, but you have the ability to vew single events by selecting the event code from the drop down menu Patient events under Show

A new event may be added by clicking on the Add event button, and an event which is no longer of any relevance may be deleted by clicking on the Delete event button.

Events may be edited by selecting the specific event, double clicking on it, when the Edit patient event window appears.

Notes display

Any notes/events you enter in the notes tab will display each time you enter the patient name in the Prescription entry window. These notes can be used to remind you of patient Preferences for certain dosage forms, or drug sensitivities.

Before you add an event for a patient, you need to make sure that patient events have been set up.

Previous: Exporting records Next: Prescribers

Previous: Prescription Entry

  • Last modified: 2019/06/11 04:35
  • by Lou Lomas