Document Providers and Patient Histories for Preregistration

You can add patient histories and the details of the providers for preregistration of a patient.

1. On the Pre Reg template, click the Clinical 1 tab.
   The Clinical 1 template opens.

   

   Note: The fields in the Appointment, Contact Information, and Best Time sections are automatically filled with the values on the Pre Reg template. You can update the fields below Best Time.
2. Double-click the Pharmacy field.
   The Preferred Pharmacy window opens.
3. Add the preferred pharmacy for the patient.
4. Review the preferred pharmacy, and select Reviewed.
5. Review the following details, and select All Reviewed.
   • Appointment
   • Pharmacy
   • Contact Information
   • Best Time
6. In the Providers panel, add the details of the providers and shared care facilities.
   

7. To enter the details of previous treatments, do the following:
   1. Click Previous Treatment.
      The IORTSprev Treatment window opens.

      

   2. Type the details of the previous treatments.
   3. Select Competed by.
      The name of the user, and date and time of the entry are updated in the blank fields.
   4. Click Save & Close.
      The details of the previous treatments are added, and a green check mark appears next to the Previous Treatment button in the Providers panel.
8. In the History panel, add the diagnoses, medical and surgical histories, medications, and allergies of a patient.
   

9. To add notes, click the Notes field, select a message from the list, then click Add Message.
   The grid displays the added message.
10. Select Template Completed By.
    The name of the user and the date and time of entry are updated in the blank fields.
11. Click the Source of Information field, and select the appropriate options in the list.
12. To indicate the data is incomplete and needs review, select Clin 1 Hx Incomp - Needs Review.
    The name of the user and the date and time of entry are updated in the blank fields.

    Note: You can click the icon, and assign the task to another user to complete the data.
13. Indicate the number of attempts made to contact the patient.
    The due date for the next attempt is automatically filled.