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Edit/Enter New Patient Screen
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The help for these two screens have been combined due to their similarity. Much of the information pertains to both screens. Read below and follow the descriptions to determine what applies to which screen.
The Edit Patient screen is used to update or change the specific, non-immunization information relating to any patient existing in the system. In order to edit a patients information, he or she must first be located in the system using the manage patient/immunizations screen.
The Enter New Patient screen is used to introduce previously non-existing patients into the system.
The steps taken to add a new patient into the system are the same as when editing a patient except for the following:
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Click on the 'enter new patient' hyperlink from the Menu Panel on the left side of the Main screen
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You will be provided with a blank patient screen to enter all of the patient information from scratch.
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There are a number of buttons that can be used to save the new patient data once it has been input:
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The Save button will save the information and keep you on the current screen.
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The History/Recommend button will save the information and then take you to the Immunization History screen where you can add/edit immunizations and view recommendations.
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The Record Immunization button will save the information and then take you to the Pre-Select Immunizations screen.
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The Reports button will save the information and then take you to the Reports Available for Patient screen where you can view individual patients report for the patient you are working with.
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The Add Next button will save the information and then clear the patient form you have just completed to allow you to add another patient into the system without having to start all over.
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Further description for all buttons can be found further below in the functionality section.
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A de-duplication process is performed every time you are entering a new patient into the system to verify that the patient does not already exist. In the event an existing patient is detected that matches the one currently being entered you will be asked if you want to "Override" the de-duplication and enter the patient anyway. *Note*
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Once you have verified that there are no matching patients, and decide to add the new patient into the system, you can continue with the patient by following the steps as outlined below for the different sections of the Edit/Enter New Patient screen.
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Entering a New Patient Without a First Name
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The steps taken to add a new patient without a first name are the same as the steps above except for the following:
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To enter a new Patient without a first name you simply enter the text: 'NO FIRST NAME' and then save like you normally would (any of the buttons described above and below will save the record).
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You can also use other variations of the text 'NO FIRST NAME' like: 'nofirstname', 'No First Name', and 'NOFIRSTNAME'. As long as you enter those exact letters the spacing or case does not matter.
Note: The 'NO FIRST NAME' text that you type in will not appear once the record has been saved. You will have to retype it (or any of the other examples given previously) in anytime you are editing the record and not updating the first name.
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The Add\Edit Patient screens are divided into multiple sections: personal information section, CRA Event Information section, patient information section, address information section, responsible persons section, patient comments section, and patient notes section. The CRA Event Information section will be displayed under the patient information section if there is an active CRA event that includes your organization.
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Button
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Description
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When the Save button is clicked, all information fields within the Personal Information Header, Patient Information Tab, Address Information Tab, CRA Event Tab, Responsible Person(s) Tab, Patient Comment(s) Tab and Patient Note(s)Tab are saved to the database. Before any client data is saved however, the system will examine the contents of certain key information fields. If it is determined that any key field contains invalid data, the system will display a message prompt with a brief description of the error. When it is determined that all key data is valid, the system will post all of the client data to the database. To signal that the client data has been saved, the Edit Patient screen will print "**PATIENT UPDATED** " in the title bar of the Personal Information Header, while still remaining on the Edit Patient screen.
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When the History/Recommend button is clicked, all information fields will be examined for validity then saved (just as if the Save button was clicked), and the Immunization History screen will be displayed so that immunizations may be viewed, edited, or added.
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When the Record Immunization button is clicked, all information fields will be examined for validity then saved (just as if the Save button was clicked), and you will be directed to the Pre-Select Immunizations screen. This button allows you to bypass the history screen for a patient and go directly to adding immunizations.
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When the Reports button is clicked, all information fields will be examined for validity then saved (just as if the Save button was clicked), and you will be directed to the Reports Available for Patient screen. NOTE: This button will not display when you are entering a new patient.
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When the Add Next button is clicked, all information fields will be examined for validity then saved (just as if the Save button was clicked), and then the Edit/Enter New Patient screen will be displayed again for you to add another patient. NOTE: This button will not display when you are viewing an existing patient..
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When the Cancel button is clicked, the key data fields will not be examined for data validity, and the patient data will not be saved to the database. Instead, the Manage Patient screen will be displayed so that a search can be executed for a different patient.
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The De-Duplication process exists to prevent duplicate patients from being entered into the system. Duplicate patients reduce the quality of data that is stored within the system, and therefore are attempted to be removed by this process.
When you attempt to add a patient that the system determines may already exist, the option to "Override" this process is given. If you choose to disregard this message, you may be duplicating a patient on the system. A list will display the patients that are a possible match to the one you tried to enter. You can select the patient records to see whether the immunizations and other information match or not. If they do not match at all, then it is probably ok to "Override" the De-Duplication warning. If one of the patients does match, then you can access the client record and add any immunizations that are not on the record or update the patients demographic information.
If de-duplication only returns one single match that is very close to the new patient data you entered, then the Single Patient Match Detected screen displays. You do not have the option of overriding and creating a new patient. You are required to use the patient displayed.
If you have any additional questions, do not hesitate to contact the IRIS Help Desk, (208)334-5995.
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