General introduction
Logging in.
Navigation, where things live, how the system is divided up. Toolbars, Tabs, dialogues, buttons, drop-downs, tables, and context menus. Table paging.
Short cuts versus slide-out toolbar.
The help system.
Logging out.
Finding Patients
How to search for a patient, by surname, first name, email, postcode, telephone numbers, date of birth and provider. If in doubt “show all”. video here
The minimum number of search characters.
Include inactives.
What’s in the results? Gender, group name and date of birth.
What now? Right-click or double-click. What is on the context menu?
Patient Details, Patient Photograph.
Add a new patient.
Patient’s Details Page.
What are all the tabs for? What’s on the toolbar. Some are actions, some are navigations.
Summary, Personal, Notes and Medical History.
Summary. appointment summary, history, Print / Show, Goto Appointment from the context menu.
Notes. Where do the notes come from? Filter the notes, view altogether or singularly.
The Diaries
How to open them. What are the diary types? Practice Diary, Clinician Diary.
How the diary is organised. How to interact with it. What’s on the toolbar? What day am I looking at?
The diary palette. What the sections are for.
What is shown on the diary, Appointments and events. Expand the time slots.
The main context menu and the clinician menu.
Printing the day list, for everyone or just the selected clinician.
The Clinician Diary.
Just for the selected clinician. Mainly used by the clinician in their clinic.
send appointment letter, edit comment.
Selecting the appointment view.
Upload documents, images.
Scan images
Create patient notes.
Create an appointment from the patient page.
Hand over from clinician to reception, book appointments and charge patient.