Patient Profile Page in D4Web

Patient Profile Page in D4Web

Quote
The Profile page provides an overview summary of important patients records. 
  1. Demographics: Family Members/ Allergy & Medical Conditions / Personal History.
  2. Communication: Interaction timeline and log reports
  3. Patient Information: Including Treatment & Appointment history

Patient Profile

Find the Profile page in the navigation menu > Patients

Demographics

All the Demographic information is taken from the Patient File page.
The patient name with crown if the profile in view is the head of the family
Photo can be inserted here or will auto insert if already exists in Patent file page
  1. Preferred: If the patient file has a preferred name included this will be the name selected
  2. DOB: Date of Birth
  3. Age: Calculated from the DOB
  4. Gender: Selected from the Gender field 
  5. Category: Patient Category
  6. Mobile: The mobile that exists in the patient file (member or head)
  7. Email: The mobile that exists in the patient file (member or head)

Family Members

The number & names of family members
  1. Click on the family member name to bring up the Patient details Window
  2. Click GO TO to open their Profile page

Allergies, Medical Conditions & Alerts 

The information found in these are taken from the data entered into the Patient history sub tab on the Patient page

Personal Details

The information found here is taken from the data entered into the Patient Insurance / Various sub tab on the Patient page.
The Personal Details can also be edited within the Profile page 



Communication

This area features the communication to patient via a selected interaction timeline and communication type

Timeline & Communication type

  1. Select the interaction timeline period via drop list or enter manual from / to dates
  2. Select the Communication type from the drop list
    1. Tick Select All or Tick individual communication type boxes
    2. Click RETRIEVE

Interaction Timeline

View the timeline of interactions according to selected communication types
Click the printer button for a History log report

Patient Information

Patient Summary 

Patient since: First seen date
Main Provider: The provider listed as Main provider in the Patients file
Outstanding Balance: Money owing
Deposit Balance: Money sitting in credit
Next Recall Date: The Patients recall date
Health Fund: If using multiple insurance funds the, the health Fund shown will be the one which is set as default in the patient file

Appointments

Appointments / Total: The overall number of appointments for this patient including any not having a status
Attended / UTA / FTA: The number of appointment with the status attached
Favourite day: It searches through all the appointments history for this patient and selects the most common day of the week for patient previously scheduled appointments
  1. Click on Total to see Appointment details
  2. Any Appointments without a status will not be calculated with the Attended / UTA / FTA totals but are counted in the overall total
  3. Upcoming: The next appointment
    1. Double click to view appointment details
  4. Last visited: The last appointment
    1. Double click to view appointment details

Treatment

  1. Last Exam: Last date where examination items were used in the Treatment file
  2. Last visit: The last date treatment items were entered into the Treatment file
  3. X-ray: The last date where Xray items were used in the Treatment file
  4. Total Paid: Totals paid by patient
  5. Average/ Appt: The average amount invoiced for each appointment
  6. Incomplete plans: the number of Treatment plans with items/ treatment & potential revenue from these incomplete items

    1. Click on Incomplete plans to see the list of Accepted plans with incomplete items

    • Related Articles

    • Manage Patients Records in D4Web

      This article covers general instructions for: find options, editing, photos, guardians, categories within the Patient page. Where to find the Patients page The Patient page can be found from the navigation menu > Patients Search for a patient Search ...

    • eKiosk Patient Experience

      The eKiosk service allows patients to check in on their devices or on the practice devices to update their appointment status in Dental4Windows/Dental4Web at the time of their arrival at the practice. Below is how a patient experiences the eKiosk ...

    • eAppointment Patient Experience

      Listed below are instructions on confirmations, specify a reason, Book an appointment for a family member or multiple appointments, create a password for a family member how a patient can sign in or sign up and how to search for appointments. Book an ...

    • Working in the Treatment Page (Clinical features) in D4Web

      The Treatment page is used for both clinical & admin purposes. The purpose of this article is for the clinical side of treatment and includes instructions on Treatment plan transfer, Treatment completed, clinical notes (incl fast notes). Links to the ...

    • Home Page Cabinets in Satora

      The Satora Home page consists of 4 cabinets for daily planning & to enable you to perform at your best for every patient, every day. Huddle: Your morning Huddle page to kickstart your day with the informative metrics Insights: Insights form the ...