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Complete the Patient Section

Note: If you treat more than one patient, you must file a separate report for each patient.

The Patient section contains up to five subsections: Identity, Demographics, Address, Contact Information, and Closest Relative or Guardian. Required fields in this section may vary based on the rules set by your department.

See the following procedures related to completing the Patient section and its subsections.

  • Look up a patient.

  • Patient fields – Includes definitions of certain terms, explains how to enter information in unique fields, and gives valuable shortcuts to completing this section.

To complete the Patient section in Windows
  1. In the side navigation of an open run record, tap Patient. The section expands to show the available subsections.

    TTWin_patientpage.png

  2. If not already selected, tap Identity.

  3. Enter information in the fields using any of the following methods:

    • Using the stylus.

    • Tapping a field to type in an entry.

    • Selecting options from a window that opens.

  4. Optionally, to clear a selection made in a pick-list window:

    • Tap in the field.

    • In the upper right corner of the newly opened pick-list window, tap CLEAR.

    • Tap OK.

  5. To re-enter or clear the information in a single field, tap the clear icon.

  6. Repeat steps 3-5 as needed and applicable for the Address & Contact Info and Closest Relative or Guardian subsections.

  7. To verify all required fields are completed, check the record for errors.

  8. If necessary, to automatically enter information in the fields, import CAD data into the run record.

To complete the Patient section in Web
  1. In the side navigation of an open run record, click Patient. The Identity subsection is displayed.

    patient_section.png

  2. Enter information in the fields using any of the following methods:

    • Clicking a field and typing in an entry.

    • Clicking a field and typing the first few letters of the value you want to enter. When a list of matches appears beneath the field, select the appropriate option.

    • To enter more than one item in fields that allow multiple values, continue typing in the field and select a new item.

  3. Optionally, to clear a selection or entry, click the x next to the entry.

    TTCDX_clearselection.png

  4. Repeat steps 2-3 as needed and applicable for the Demographics, Address, Contact Information, and Closest Relative or Guardian subsections.

  5. To verify all required fields are completed, check the record for errors.

  6. If necessary, to automatically enter information in the fields, import CAD data into the run record.

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Last modified
16:40, 3 Feb 2017

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