To assist you in creating report letters and getting a quick case overview we’ve introduced a new “Case Summary” section on the Clinic Records screen.  The Contextual Information section has been moved to the right and this new section has been placed next to it.  Click on the green plus icon next to the “Case Summary Information” heading.  To make this section be shown by default, tick the Yes box next to the heading “Show Summary on Load?”.  To make changes to the Case Summary simply type in the area and any changes will be saved within a few seconds of you finishing typing.

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This new Case Summary can also be pulled into template letters by default.  When creating your letter templates you can insert the placeholder for this by selecting its option under the Patient Items dropdown list.  You can also have third party details and reference numbers included by default also by selected this placeholder from the Third Party Items drop down list.

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Lastly, some people may have noticed there is now a default appointment type available on the Patient Details screen.  When this is set, when booking an appointment for the patient, the appointment type will default to this option streamlining entering appointments.  Now, this Default Appointment Type can be set when first entering a new patient through the diary.

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If you would like to arrange for all your existing patients to have their default appointment type set to whatever their last appointment was, contact the support desk and we can arrange that for you.

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