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Patient Management
Manage the patient flow through your practice, search for patient records, create new patient records, add referrals and update patient details.
Editing Patient Records
Edit a patient's demographics, contact details, emergency contacts, and so on.

Patient Management
Manage the patient flow through your practice, search for patient records, create new patient records, add referrals and update patient details.
- Searching for Patients
  Search for patients using a standard or advanced search, by swiping a patient's Medicare card or by name in the Patient Details window.
- Adding New Patients
  Add new patients to Pracsoft.
- Editing Patient Records
  Edit a patient's demographics, contact details, emergency contacts, and so on.
  - Selecting a Patient's Emergency Contact
  - Selecting a Patient's Next-of-Kin
    Add the patient's next-of-kin to their record.
  - Flagging Patients as Deceased, Deleted, or Inactive
- Merging Patient Records
  Merge duplicate patient records.
- Referrals
  Attach a referral to a patient record.
- Waiting Room
  Track the movements of patients in your actual Waiting Room at your practice.

Editing Patient Records

Edit a patient's demographics, contact details, emergency contacts, and so on.

About this task


Items of interest on this window
Single Name check box	For patients who are known by one name (as distinct from given name and family name), set Single Name . The Surname field changes to Name. Enter the patient's name into this field. The First Name and Middle Name fields are inactivated.
Status	Select from: Active A person who is receiving medical services at your practice. Visiting A patient who is receiving medical services at your practice for a short time, for example, a patient who is not local but requires medical treatment. You might use this for an international patient on an extended visa stay, or a patient who is a visitor/tourist in your locality. Next-of-Kin Someone who is recorded as the next-of-kin for another patient in your database but is not a patient in your database. If that person later wants to receive services as a patient at your practice, change their status to Active or Visiting. After someone has visited your practice as a patient, they can continue to act as the next-of-kin for another patient but their status can't be switched back to next-of-kin. See Selecting Next-of-Kin for more information. Emergency Contact Someone who is recorded as the as the emergency contact for another patient in your database but is not a patient in your database. If that person later wants to receive services as a patient at your practice, change their status to Active or Visiting. After someone has visited your practice as a patient, they can continue to act as the emergency contact for another patient but their status can't be switched back to emergency contact. See Selecting an Emergency Contact for more information. Inactive Mark a patient as inactive when you believe they are no longer actively visiting the practice. Inactive patients will not appear in normal searches, but can be included in the results of an Advanced Search.
Ethnicity	See Country-of-Birth and Ethnicity
Sex at Birth	Select from: Not stated Male Female Intersex/Other. In Medicare Gender, select the patient's sex at birth as recorded on their Medicare card. If the patient is transgender, set Transgender. In Medicare Gender, select the patient's sex at birth as recorded on their Medicare card.
Pronouns	Select from: She/Her/Hers He/Him/His They/Them/Theirs
Gender Identity	Select from: Male Female Intersex Indeterminate Other Person prefers not to say Unknown/Inadequately described
Chart Details	Use this section to record the details of any hard-copy patient files. You can search for patients by their chart number when conducting an Advanced Search.
IHI details	The patient's IHI (Individual Healthcare Identifier) number is retrieved automatically and displayed in this field.
Medicare Details	Add the patient's Medicare Card details here. If you set Sex at Birth to Intersex/Other or set Transgender, in Medicare Gender, select the patient's gender as recorded on their Medicare Card. If the patient goes by an alias, set If the patient's name is different on the Medicare Card. Record their Alias Surname and Alias First Name.
Payment Details tab	Indicate here whether the patient themselves is the payer for their account, or if another person is the payer, and whether they receive any other benefits or concessions.
Address/Phone tab	Enter the patient's contact details here, and indicate their default mailing address and phone number. You can also indicate whether they want to receive SMS notifications from the practice. The default option is to receive them. Indicate the patient's preferred method of contact. See also: Medicare Australia and Post Office Boxes in Pracsoft
Personal Details tab	Indicate here the details of the patient's contacts (emergency contact and/or next-of-kin), marital status, occupation, country of birth, year of arrival in Australia (if applicable), and languages spoken.

Procedure

Locate the patient whose record you want to edit. Either:
- Click Search Patient.
- Select Patient > Search Patient.
- Press F2.
In the Search Patient window, select the patient and then click Edit.
In the Edit Patient Details window, edit the patient details as necessary.
Either click Save, or click Waiting Room to save the changes and add that patient to the Waiting Room in one action.

Results

The changes are saved. If you clicked Waiting Room, the patient is added to the Waiting Room.