Creating an Episode for a New Patient

Before you begin

This following represents MedicalDirector's preferred work flow for creating an episode in the Day Surgery module. It should be noted that although this is the preferred method, it is not the only method a Practice may employ.

After the procedure has been booked with the facility, MedicalDirector recommends recording the demographic, account, and health fund information prior to the patient's visit.

Procedure

  1. Open the patient's record and ensure their demographic information is up-to-date.
  2. Locate the Accounts section of the Patient Details window.
  3. Click New to create a new Account. Please consult the Bluechip Help for detailed information on account creation.
    • Complete the health fund information (top portion of the screen)
    • Complete the 'Other details' section (lower portion of the screen). The information entered here will be transferred into the newly created episode in Day Surgery and pre-populate the relevant fields.
  4. Click OK. to save your changes. You will be returned to the Patient Explorer window.
  5. Press F8 or click

    The Day Surgery module will open in MS Access, and you will be prompted to create a new episode.
  6. Click Yes at the prompt. A new episode is created, and you are presented with the Demographics tab.

    The information bar at the bottom of the episode (or record) shows how many episodes are associated with the patient and which episode is being displayed.

    The episode's ID is displayed in the top right of the episode (record).
  7. Check the patient's details and complete associated fields on the Demographics tab as required. The Day Surgery module will save the data upon exiting. Exiting the Day Surgery module will return to Bluechip.
    The user must exit the episode before creating/updating the next episode. Failure to do so may cause information not to be saved for the episode because the user has multiple episodes open.

Results