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Patient Management
Manage patient records and recalls.
Managing Patient Records
Add new patient records, deactivate or reactivate patient records, mark patient's as deceased, delete patient records and search for patient records using a patient's details.
Search for Patient Records
Open or search for an existing patient's records by their demographic or financial details.
Searching by Patient Demographics
Search for an existing patient record using a patient's demographics.

Patient Management
Manage patient records and recalls.
- Managing Patient Records
  Add new patient records, deactivate or reactivate patient records, mark patient's as deceased, delete patient records and search for patient records using a patient's details.
  - Search for Patient Records
    Open or search for an existing patient's records by their demographic or financial details.
    - Searching by Patient Demographics
      Search for an existing patient record using a patient's demographics.
    - Patient Search by Financial Details
      Search for the patient records using non-demographic details such as invoice, receipt, batch number and so on.
  - Add New Patient Records
    When a new patient joins your health service, create a new patient record.
  - Edit Patient Records
    If required, update an existing patient's demographic details such as name, address, contact details, medicare number and so on.
  - Deactivate or Reactivate Patient Records
    If the patient has not visited your practice for some time, you can make their patient record inactive.
  - Duplicate Patient Records
    You can merge duplicate patient records.
  - Deceased Patients
    When a patient dies, record the date of death details.
  - Delete Patient Record
    If a patient record has no historical data, it can be permanently deleted from the Bluechip database.
- Recalls
  A Recall is a reminder given to a patient to remind them that they are due for a visit.

Searching by Patient Demographics

Search for an existing patient record using a patient's demographics.

About this task

Search for an existing patient record from the Open panel.

Procedure

To search for a patient record:

From the Bluechip main window, either:
- Click Folder icon
- Press Ctrl + O
- Select File > Open
Search for a record by using one or more of the following methods:
- In the Search For field, enter the patient's given name.
- From the List, select a record type.
- From the By list, select a criteria to search. The criteria can include Name, File No, Medicare No and Date of Birth.
- If required, to display only those records that you have flagged as being preferred, set Display Only Preferred field. For more information, see Preferred Records.
- If required, to display patient or non-patient records that have been flagged as inactive, set Include Inactive field. Inactive records are displayed in red colour text. For more information, see Deactivate or Reactivate Patient Records and Deactivating/Reactivating Non-Patient Records.
- If required, to display patients who have been flagged as deceased, set Deceased. Deceased patients are displayed in blue colour text. For more information, see Deceased Patients.
From the list of matching results, select the required patient record and click Open.

Results

The selected patient record is displayed in the Patient Details panel.

Patient details panel

Example