Manage Patients

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TABLE OF CONTENTS

• Patients Overview
• Add New Patient
• Change Patient Status
• Remove from Search Results
• Delete/Remove Patients
• Edit Patient Demographics
• Merge Duplicate Patient Records
• Search for Patient 

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Patients Overview

An unlimited number of patients can be added to ScriptSure. A patient is permanently stored in ScriptSure after it has been added.  The list of required data to add a patient is as follows:

• First name
• Last name 
• DOB
• Gender
• Street address
• City
• State 
• Zip
• At least one phone # (home, work or cell – we can accept all three, but only 1 is required)

NOTE: Existing patient lists can be merged into ScriptSure, but if any of the fields listed above are missing for a patient, we cannot merge that patient in.

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Add New Patient

Patients can be added by manually entering patient demographics, through patient merges and/or patients can be added through application interfacing whereby another application automatically sends the patient data to ScriptSure.  

Permissions Alert: It is possible you may not have permissions to perform this function. If an administrator has restricted this, you will need to consult with the admin to change your Role to one that allows this function.

How to ADD a patient:

1. Click the ADD PATIENT button on the home screen:
    
2. The Add Patient window will open.  Complete all required fields.
   NOTE: All fields marked Required must be entered for each patient in order to be added to the system.  All other fields and tabs are optional.  Complete items marked 1-10 below.  The circled area labelled "Patient consents to download med history" is an optional setting that can be turned on by sliding to button to the right.  Doing this allows the application to access up to 12 months of the patient's filled medication history and view on-screen when the patient is selected.
   

Test Example:

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Change Patient Status

As a default, each patient is assigned the status of ACTIVE automatically when added to the application.  You may want to change that status from time-to-time.  For example, if a patient is terminated from the practice, moved or deceased, you can change the status for the patient in the demographics screen to reflect this update. 

You can select any of these statuses:

• Active
• Deceased
• Terminated from Practice
• Moved Residence
• Other
• Changed Physician
• Patient Archived
• Drug Abuse
• New Patient - No Show

These patient statuses will be visible when searching for a patient.  The status column will reflect the status (see below):

Note:  You can also remove patient's from search results if desired.  See Delete/Remove Patients.

Permissions:

It is possible you may not have permissions to perform this function. If an administrator has restricted this, you will need to consult with the admin to change your Role to one that allows this function.

Steps to Change Status:

1. Search for and Select the patient from the home screen.
2. When the patient's chart opens, click the Demographics tab on the left, then click EDIT:
    
3. The demographics window will open and you can edit the Patient status.  When complete, click SAVE and the changes will update the patient record.
   

You can also REMOVE A PATIENT FROM SEARCH RESULTS by clicking this slider to the right - thereafter the patient will not return when searching unless you do an advanced search and include removed patients.

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Delete/Remove Patients

You can not permanently remove a patient after the patient record has been added to the application.  Deleting is not possible.  You can, however, change the Patient Status (See Change Patient Status) and/or remove the patient from the patient search results.  Removing a user from the search results will, as indicated, no longer show that patient when searched for.  The patient still exists in the application though.  In order to find the patient you would need to change the search FILTERS to include inactive patients in order to do this.  If two of the same patient records have been created, you can utilize the MERGE function (see Merge Patient Records).

NOTE: For information on steps to later find patients removed from search results, see Advanced Patient Search.  In advanced search, you can set a filter to allow you to see removed patients in the future.

Permissions Alert: It is possible you may not have permissions to perform this function. If an administrator has restricted this, you will need to consult with the admin to change your Role to one that allows this function.

How to Remove a patient from search results:

1. Search for and Select the patient from the home screen.
2. When the patient's chart opens, click the Demographics tab on the left, then click EDIT:
    
3. The demographics window will open and you can slide the remove patient from search results slider to the right to do this.  Note:  You may want to update the status of the patient as well. When complete, click SAVE and the changes will update the patient record.

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Edit Patient Demographics

Patient demographics can be edited after saved by following the directions below.
 

Permissions Alert: It is possible you may not have permissions to perform this function. If an administrator has restricted this, you will need to consult with the admin to change your Role to one that allows this function.

To EDIT an existing patient demographics:

1. Search for and Select the patient from the home screen.
2. When the patient's chart opens, click the Demographics tab on the left, then click EDIT:
    
3. The demographics window will open and you can edit any information.  When complete, click SAVE and the changes will update the patient record.
    

 Test Example: 

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Merge Duplicate Patient Records

The application allows you to merge duplicate patient records that may have been inadvertently created.  The application attempts to minimize this possibility by checking for patients with the same demographics being added to ScriptSure during the Add New Patient Add Patient process.  Duplicates can still occur and the following steps allow you to Merge duplicate patient records into one.

Permissions Alert: It is possible you may not have permissions to perform this function. If an administrator has restricted this, you will need to consult with the admin to change your Role to one that allows this function.

Steps to Merge:

1.     Login to ScriptSure and go to the Home Screen

2.     At the Home Screen, click the Merge Icon: 

3.     After Clicking Merge button, search for the patient you want to make the primary record.  This means, all the prescription, allergy, DX, etc.  information will be added to this patients record.  All demographics will remain.

4.     Next, you need to search for the duplicate patient record and click SELECT DUPLICATE PATIENT record and click Next. 

5.     Verify the Duplicate Patient to merge into the Primary Patient and Click Complete Merge.

6.     Confirm the Merger and only the Primary Patient Record will remain.

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Search for Patient 

• Basic Search
• Advanced Patient Search

Basic Search

You can search for a patient from the Home Screen in ScriptSure.  The Find Patient search box will accept the first name, last name or chart ID/Medical Record Number for the patient.  Note: If ScriptSure is interfaced or a part of your EMR, you can search for a patient through your EMR search screens to select a patient to use in the ScriptSure screens.

TIP: Search one patient field at a time.  For example search first name OR last name OR chart ID/MRN.  If you are looking for John Smith, type "Smith" OR "John" in the search box, not both together.

If you cannot find the patient you are looking for, but know they are in the application, see Advanced Patient Search for how to search for a patient by other fields such as Date of Birth, Zip Code, Phone Number, etc. 

Steps to Search for a Patient:

1. From the Home Screen, search for the patient last name, first or chart ID/MRN:
    
2. The search results appear under the search box.  Review the demographics and SELECT the desired patient by clicking on the row for that patient:

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Advanced Patient Search

If you need to search for a patient by anything other than first name, last name or Chart ID/Medical Record Number, you click on the Advanced Search button on the Home Screen.  This will allow you to search for Removed Patients, Social Security Number, Zip Code, Phone, Practice, Status and Date of Birth. Simply put, these are filters you can search by.

Advanced Patient Search Options:

1. From the Home Screen, click the ADVANCED search icon:
   
2. This will show the ADVANCED search fields.  Enter the desired field data and click Search.

          NOTE:  If you are searching for patient's that have been removed from the search results, you can click the INCLUDE REMOVED PATIENTS slider to the right to search those patients.  Click here for more on Delete/Remove Patients.

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