SureClaim Online Manual

4. Managing patient records

4.1 Adding a new patient

To add a new patient, click on the Patients button in the main menu. This will open the Patients window (you can move the window if you don't like its position - see Section 3.3). You can now begin entering the new patient's information.

The information can be entered in any order you like. Simply click once on any of the boxes and you will be able to type in it. (The address section actually comprises five boxes that can be selected and filled in in any order you choose.)

Clicking on the Clear button will erase all the information in the boxes and allow you to start over.

When you have finished entering the patient's details, click on the Close button. This closes the Patients window and saves the information that was entered.

4.2 Swiping OHIP cards

To swipe an OHIP card, you must have a health card swiper connected to your computer (call iCard at 416-222-6485 to inquire about obtaining a competitively priced health card swiper).

To swipe a card, go to the main menu, click on the More button, then on the Swipe OHIP Card button. You can now swipe the OHIP card. The details stored in the card will be displayed on the screen, along with two new buttons: Add Patient and Add Claim. If you click on Add Patient, you will be taken to the Patients window, where you can enter additional information on the patient such as his/her address before saving the record.

If you click on Add Claim, you will be taken to the Claims window where you can complete and enter a claim for the patient.

4.3 Updating a patient's information

To change information about an existing patient, you must first call up the patient's record. Go to the main menu and click on the Patients button. You now need to find the record for the patient in question. This can be done in several ways:

The most direct way is to type the patient's ID number in the first box and press Enter. However, if you don't know the ID number, you can type in a first or last name, then click on Look Up or press Enter. The program will display all patients having this name. Find the correct one, double click on it and the patient's details will be displayed.

You can also type in a fragment of the first or last name followed by the "*" character, then click on the Look Up button or press the Enter key. SureClaim will display a list of all the first/last names beginning with the letters you entered. For example, entering "Jo*" in the First Name box might return the names "Jonathan Payne", "Josephine Kronick" and "Jorge Perez".

This list should include the patient you were seeking (if the list is too long for the window, you can scroll up and down it by clicking on the small arrows on the right hand side of the list). Double click anywhere on the patient's name, and his/her details will be displayed.

You can now make the necessary changes to the patient's record by typing over any of the text boxes. Click on the Save button when you are finished.

4.4 Patient profile

The Profile page in the Patients window lets you enter and view essential information about the patient.

To update or view a patient's profile, you must first call up the patient's record. To do this, click on the General index tab at the top of the Patients window, then enter the patient's ID number, health card number or name and click on the Look Up button or press the Enter key (see Section 4.3 for a more complete description of how to look up a patient).

You can now view the patient's profile by clicking on the Profile index tab. To enter or change any information, click once to the right of the heading (Allergies, Current Medications, etc). The outline of a box will appear - you are now free to begin typing.

4.5 Patient history

The History page in the Patients window displays a list of all previous claims made for the patient currently selected. This page is for display only - no information can be entered here.

To view a patient's history, you must first call up his/her record. To do this, click on the General index tab at the top of the Patients window, then enter the patient's ID number, health card number or name and click on the Look Up button or press the Enter key (see Section 4.3 for a more complete description of how to look up a patient).

You can now view the patient's history by clicking on the History index tab at the top of the window.

4.6 Patient reminders

The Reminders page in the Patients window lets you enter events that you wish to be notified of later. To view the Reminders page, click on the appropriate tab at the top of the window.

To enter an event, click on the New Reminder button. The current date is entered by default; to change it to a future date, click on the small arrow to the right of the date box. A small pictorial calendar will be displayed. You can move between the months by clicking on the small arrows at the top of the calendar. When you have the right month, click once on the appropriate day.

Next, click inside either the Once or Every radio buttons to be notified once (on the day of the event) or periodically. If you choose Every, click on the small arrow to select days, weeks or months, then enter the number of days/weeks/months in the box to the left. Click on the Save button when you are finished.

You will receive your reminder when you turn on SureClaim on the specified date.