Version 14.19
The Patient Directory is not available in OP 19.
Version 14.10
About Patient Directory
Path: Activities Menu > Patient Directory (Keyboard Shortcut keys: [F5])
The Patient Directory stores and displays the information of each patient in your practice, including the date of birth, phone number(s), parents name, address and insurance numbers. The Patient Directory also serves as a search engine allowing you to open and access patient information in the Patient Chart, Patient Register, and many other windows in Office Practicum.
Patient Directory Map
Number | Section | Description |
1 | Search bar | The search bar allows you to enter the name or id of the patient. If the search does not yield a match, try a different spelling or the phone number preceded by an * (asterisk) or # (pound) symbol. |
2 | Search by | The Search by field helps to narrow the scope of the search. |
3 | Family button | After the patient name appears, highlighting the patient and clicking the Family button displays a list of the patient’s siblings. A list of patients with the same home phone number is generated. |
4 | PCP Scope | PCP Scope narrows the search by selecting the patient’s primary care provider. |
5 | Last Used | Last Used searches for the most recently displayed patient by patient number or family ID. |
6 | Print button | The Print button prints the data in the grid. |
7 | Choose End User Report button | Click the End User Report button opens the Located in OP Reports window. It displays an end user report for the highlighted patient. |
8 | Edit Patient Note button | The Edit Patient Note button opens the Patient Register: Notes and Coordination of Care note for editing. |
9 | Patient Grid | The Patient Grid displays the patients in the Patient Directory. Displayed records are based on the search criteria. |
10 | Tabs | The tabs at the bottom of the Patient Directory book split the contacts alphabetically. To view all patients, click the All tab. |
11 | New Patient | The New Patient button opens the Patient Register so a new patient can be created. |
