View Patient Record

• Step-by-step
• Main toolbar
• Patient Info tab
  
  
  • Patient Alerts
  • Subsections
• Associating a Photo with a Patient Record
  
  
  • Upload an Existing Photo
• Task Manager bar
• Related topics

Step-by-step

1. Open the Find Patient window.

2. Enter search criteria and click the Find button. The Find Results tab displays.

3. For the desired Patient Record, click the View button or anywhere on the Patient Record row, except the Edit button.
4. The View Patient Record window displays in the Contents Pane, with Patient Last Name highlighted.
   
   
   • The Open Windows list updates to display View Patient Record.
   • The Patient Navigation list displays the selected patient's name and a navigation tree for accessing the patient's Record, Encounters, Optical, Medications and Cataract Surgery Sheet.
     
     Note: For those patients who have not had cataract surgery, a message to this effect displays when Cataracts Surgery Sheet is clicked.
   • The Status Bar updates to include the Task Manager.

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Main toolbar

The Main toolbar is located at the top of the View Patient Record window. Use this toolbar to quickly perform tasks.

1. To view the Phone Sheet or Electronic Files associated with the patient, click the corresponding tab.
   
   
   • As the cursor moves over a tab, its color changes from blue to orange.
   • The active tab is orange and displays on top.
   • For more information on Phone Sheets, click here.
   • For more information on Electronic Files, click here.
2. To scroll to another patient in the system, use the Rolodex.
   
   
   • Click the upper Rolodex card to view the Patient Record immediately preceding the current Patient Record.
   • Click the lower Rolodex card to view the Patient Record immediately following the current Patient Record.
   • Click and move the slider up and down to find another Patient Record.
   • Highlight the Rolodex card number and enter the number of the Patient Record you wish to view.
     
     Note: The Rolodex orders the Patient Records in ascending number by Patient ID number; however, the number on the Rolodex may not be the same as the Patient ID number.
     
     The group of patient records associated with the Rolodex is the same as those found in the List View for that window. For example, from the Find Patient window, the user performs a search that results in 10 Patient Records, which the user then sorts by Last Name. The user clicks the View button for one of the Patient Records to display the View Patient Record window for that Record. The Rolodex orders the Patient Records in the same order as the sorted list.
3. Click the corresponding button to perform these common tasks:
   
      Create a new Patient Record
   
      Edit the current Patient Record
   
      Delete the current Patient Record
   
      Find a Patient Record
   
      Open the Help window
   
      Close the View Patient Record window

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Patient Info tab

This tab contains Patient Alert and General information about the patient.

Patient Alerts

MaximEyes® SQL allows the user to add important health information, such as allergies, for each patient in the form of an Alert. Alerts display in the Alert Bar (located below the Main toolbar), unless they are marked Private.

For more information, see Add Patient Alert and Manage Patient Alert.

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Subsections

The Patient Info tab is divided into seven subsections:

	Demographic information.
	Date and description.
	HIPAA Privacy Statement signed designation and general notes.
	Two tabs: Main and Secondary mailing addresses. The active tab displays on top in orange.
	Phone and email information.
	Names of Practice Provider, Primary Care and Current Referring physicians.
	Name and Billing Order

• Required fields within a subsection are marked with a red asterisk.*
• Several fields, such as Guardian, Employer and Insurances, may contain additional information. Click the Information icon to the right of the field to display and/or print these additional details.
  
  

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Associate a Photo with a Patient Record

Optionally, a photo may be associated with a Patient Record. The upper-right corner of the Patient Details tab includes an area to display a photo associated with the Patient Record.

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Upload an existing photo

Use this option to upload an existing photo to associate with the patient.

1. Click the Upload button. The Open File dialog displays.
2. Browse to the location of the photo.
3. Click the photo file name to select it, and then click OK. The photo displays in the box to the right of the Patient Last Name field.

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Task Manager bar

The Task Manager bar displays in the Status bar, at the bottom of the View Patient Record window.

The Task Manager provides real-time information about where the patient is (Room), who the patient is with (Owner) and what procedure the patient is undergoing (Task - Status).

• Tasks can be updated by clicking the arrow next to the Patient name.
• To view the next assigned Task, click the arrow next to Next priority.

For more information, click here.

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Related topics

• Find Patient Record
• Create New Patient Record
• Edit Patient Record

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