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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.

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

Track the movements of patients in your actual Waiting Room at your practice.

To open the Waiting Room:

Click Waiting Room.
Press Ctrl+W.

From the Waiting Room window you can:

Check a patient's contact details and SMS status when they arrive.
Add patients to the Waiting Room.
Tip:
Appointment types can be set up so that patients with some types of appointments, for example, Telehealth appointments, are automatically added to the Waiting Room.
Keep a track of who is in your Waiting Room, and for how long.
See the time of each patient's appointment.
See when each patient arrived.
See the total number of patients in the Waiting Room.
Assign visiting patients to specific practitioners.
Specify items that the patient will be billed for, and the type of billing. For more information, see Appointment Types.
Record notes about the patient and their visit.
Print the Waiting Room list.
Open Smart Visual Dashboards.