Article Summary
Overview of the Patient Profile screen and where to find functions from the old profile screen.
Overview of Patient Profile Screen
Created October 16, 2018 By MDScripts
Background: Patient related functions are continually being added to MDScripts and over time the patient profile screen has become crowded and difficult to navigate for clients. This has lead to a reorganization of the patient profile area to better grouping of functional areas into tabs that can be used to display additional details about patients and better support additional function such as PDMP/DUR checking, Eprescribing and future integrations.
Patient Summary
- Patient Name listed at top in large type
- Patient alerts and error messages displayed at top of screen
- Static listing of pertinent information such as DOB, Address, Insurance Information
- Billing Approved and Patient Queue toggle options at top of screen
- Patient function buttons available at top of Profile
- Back to Patient Search
- Lab Test - link to lab testing portal
- Print Chart - prints patient chart details
- Dispense - Dispense to patient
Patient Function Tabs
Patient functions are separated into tabs for easy navigation and make finding relevant information easier
NOTE: Tabs are based on site configuration options. Not all tabs shown may be available in your site depending on settings.
Details Tab
- Primary patient demographics
- Demographics now grouped together by categories
- Fields are mobile friendly and adapt to different screen sizes
- Demographic sub functions at top
- Add Patient Note
- Edit Patient Alert
- View Visit Documentation screen
Prescriptions Tab
- Combined view of all patient's prescriptions including prescriptions dispensed in-house as well as any transferred prescriptions or prescriptions eprescribed to outside pharmacies.
- List can be filtered and sorted based on source of prescriptions, status, or user can use search box to see all prescriptions for a specific medication.
- In-house dispensed prescriptions have an Actions function button to Edit, Print, Print/Carry, or Void a prescription
- Prescription sub-function buttons include
- Print Rx Discount Card
Transfer Prescriptions - Write Prescription
- In-house
- ERx to outside pharmacy
Dispenses Tab
- Shows past dispenses to the select patient
- Dispense option - Dispense to patient
Billing Tab
- Separate groupings for different insurance types
- Commercial insurance plans grouped together
- Work Comp/Auto PIP/PI payers grouped together
- Note: Billing approved toggle switch at top in Patient Summary section
- Billing sub-function buttons include
- Insurance Card Finder
- Search Active Insurance Plans
- View/Edit Claims (WC/Auto/PI)
- Sync to RXBilling
Documents Tab
- Tab will show any e-sign documents generated for the patient
DUR/Allergies Tab
- Manage Current Medications, Allergies, and Illness/Conditions for the patient, which is used for DUR checking.
- Note: Tab will be hidden if DUR checking is disabled for a site.
PDMP Tab
- Shows recent PDMP checks for patient
- See Appriss Integration Help Article for more details.
History Tab
- Shows patient profile history and changes to patient data.
Deprecated Functions
The following functions that were previously available are being phased out and are not available in the new patient profile area. Please contact support if you are still utilizing these:
- Fax Rx - function previously generated a printable sheet that could be faxed to a pharmacy. This is being replaced by new eprescribing functionality.
- Rx Form - Similar to the Fax Rx form that allowed printing a form that listed prescriptions for patient.
- Compounds - Printable form only with Compounds. Originally used to send drop ship compound prescriptions to compounding pharmacies.
- Medication Profile - This is still available under Instant Reports, but there will no longer be a direct link from the patient profile.
- View Previous Orders - Orders how shown on Orders tab.