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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.
Waiting Room
Track the movements of patients in your actual Waiting Room at your practice.
Waiting Room Notes for Patients
Record temporary or permanent notes about patients in your Waiting Room.

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.
- 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.
  - Adding Patients to the Waiting Room
    When a patient arrives at your practice, add them to the Waiting Room.
  - Checking a Patient's Contact Details
    When a patient arrives, review their contact details, mobile number, and opt them into receiving SMS messages if they grant permission.
  - Removing Patients from the Waiting Room
    Remove a patient from the Waiting Room, for example, if they leave the practice before visiting the practitioner.
  - Assigning a Waiting Patient to a Different Practitioner
    Assign a patient in the Waiting Room to another practitioner.
  - Refreshing the Waiting Room
    Manually refresh the Waiting Room so it displays recently added patients.
  - Print the Waiting Room List
    Print the list of patients in the Waiting Room.
  - Waiting Room Notes for Patients
    Record temporary or permanent notes about patients in your Waiting Room.
  - Waiting Room Columns
    Data displayed in the columns of the Waiting Room table.

Waiting Room Notes for Patients

Record temporary or permanent notes about patients in your Waiting Room.

About this task

Notes appear in the Notes and Reminders column in the Waiting Room window.

Tip:

Waiting Room notes can also be entered in the Notes tab of a patient's record.

Procedure

In the Waiting Room, locate the patient you want to record notes for.
Double-click the Notes field for the patient.
The Patient Notes window:
- Create a temporary note. Temporary notes are deleted when the patient is removed from the Waiting Room.
- Create a permanent note by setting Edit Permanent Notes.