Patient Dashboard

The Patient Dashboard in MediRecords provides a centralised view of each patient’s information and activity. It gives users quick access to essential details and streamlines common tasks, helping both clinical and administrative staff work more efficiently. From the dashboard, you can review key patient data at a glance and take immediate actions such as sending an SMS, creating an invoice, booking an appointment, adding a clinical action, or starting a consultation. By bringing everything into one place, the Patient Dashboard makes managing patient care simpler, faster, and more accurate.

Contents:

1. Sending SMS on Demand
2. Viewing Messages
3. Creating an Invoice
4. Creating an Appointment
5. Creating a Clinical Action
6. Creating a Consultation

Sending SMS on Demand

1. Open the Patient Record
2. Click Dashboard to open the patient dashboard
3. Navigate to the Quick Action toolbar
4. Click the SMS on Demand Icon to open the SMS on Demand Fields.
5. Fill out the necessary field to start sending SMS. You may choose a template if you wish to use one, or you can also free type on the enter message field and click Send.

Viewing Messages

1. Open the Patient Record
2. Click Dashboard to open the patient dashboard
3. Navigate to the Quick Action toolbar
4. Click the Messaging Icon to open the messages related to the patient

Creating an Invoice

1. Open the Patient Record
2. Click Dashboard to open the patient dashboard
3. Navigate to the Quick Action toolbar
4. Click the Invoice Icon
5. There will be two options that will show, 1 (one) New Invoice and 2(two) New In-Patient Invoice

Creating an Appointment

1. Open the Patient Record
2. Click Dashboard to open the patient dashboard
3. Navigate to the Quick Actions toolbar
4. Click the Calendar Icon to open the appointment form
   
5. Fill in the necessary details about the appointment and then Save.

Creating a Clinical Action

1. Open the Patient Record
2. Click Dashboard to open the patient dashboard
3. Navigate to the Quick Action toolbar
4. Click the Clinical Action Icon to open the task form
   
    
5. Fill in necessary fields for the clinical action form and then Save

Creating a Consultation

1. Open the Patient Record
2. Click Dashboard to open the patient dashboard
3. Navigate to the Quick Action toolbar
4. Click the Consultation Icon to open the clinical consultation notes