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Creating Group Encounters

support@pattrac.info This lesson desribes how to create and post encounters for patients assigned to a group. Create the Group Encounter and Note 1. Select Group Encounters from the left Navigation Panel 2. Click the New icon to create a new Group Encounter record 3....

Assigning Patients to Groups

support@pattrac.info This lesson describes how to assign a patient to a group. Assigning the Group 1. Click the Clinic Groups menu item in the left Navigation Panel 2. Locate the Group in the list and double-click to open. 1. To add a new member, click the New icon in...

Accepting Patient Payments (Unapplied)

support@pattrac.info This lesson describes how to enter a Patient Payment. Specifically, an payment that is “unapplied”, or not attached to any specific charge(s). Create a New Patient Payment 1. Click the Billing module button 2. Click the Patient...

Creating a Lab Order

support@pattrac.info This lesson describes how to create a Lab Order and manually enter results for the Order. Add a new Lab Order during a patient Encounter Lab Orders for a patient can only be as part of the patient Encounter.   Lab Orders can also be added...

Treatment Plans – Lab Orders

support@pattrac.info This lesson describes how to add Lab Orders through the Treatment Plan in a clinical setting. Treatment Plan Lab Orders This method allows the user to add patient problems/diagnosis identified during the encounter, and attach orders to each...

Creating a Medication Order & Dispensing

support@pattrac.info This lesson describes how to create a Medication Order and Dispense from the order. Create a New Medication Order Add a new Medication Order during a patient Encounter Medication Orders for a patient can be only be added as part of the patient...

Treatment Plans – Medication Orders

support@pattrac.info This lesson describes how to add Medication Orders through the Treatment Plan in a clinical setting. Treatment Plan Medication Orders This method allows the user to add patient problems/diagnosis identified during the encounter, and attach orders...

Patient Encounters: Medical History

support@pattrac.info This lesson describes how to record and update a patient’s Medical History in an Encounter. Charting Medical History for a New Patient You will need to document the patient’s medical history if they are a new patient, or if this is a...

Patient and Admission Documents

support@pattrac.info This lesson describes how to attach documents to a Patient’s record. Patient Documents Documents can be attached to a Patient’s record or to the patient’s Admission record. Documents attached to the Patient Record or Chart are...

Maintaining Clinic Drug Inventory

support@pattrac.info This lesson describes how to Maintain the Clinic Inventory including adding new medications and vaccines/immunizations. Add a new Medication to Clinic Inventory 1. Access the Clinic Inventory.  In the left Navigation panel: Clinic >...