It's time to learn about creating patients inside Juvonno. This article will cover patient settings and how to create a new patient in your system.
Table of Contents
- Patients Tab
- Patient Profile
- Patient Lookup
- Charts
- Treatment Plans
- Insurance
- Medical Profile
- New Patient Profile Creation
- Quick Patient Creation
1. Patients Tab
To locate the Patients tab, navigate to Settings>System & Company Settings>General>Patients
For more information about the fields see the list below.
Learn more about individual fields
|
Default Clinic |
Select from the drop-down menu which clinic (in a multi-clinic setup) is to be selected by default when a new patient is created or imported. |
|
Auto-Assign Chart # |
Select whether or not new or imported patients have chart numbers (also known as Patient IDs) assigned to their profile automatically (Ascending Numerically). |
|
Use Transient # |
Select whether or not the clinic will utilize transient numbers, which can be used in place of chart numbers. |
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Type-Ahead Name Format |
Select from the drop-down menu which format is preferred when searching for patients in various areas of Juvonno. Note: If in a multi-clinic setup, it is recommended to select the option that includes the clinic to avoid patients being booked at the wrong location. |
|
Type-Ahead # of Results |
Number of results displayed. |
|
PHIN # Length |
Select the preferred length to have the PHIN number displayed in the patient profile from the drop-down menu. The Personal Health Identification Number (PHIN) is a unique numeric identifier assigned by Manitoba Health to every person registered for health insurance in Manitoba. |
|
Default Correspondence |
Select from the drop-down menu which form of correspondence will act as the default when creating a new patient profile. |
|
Patient Cleanup Automation |
Activates unautomated scheduled deactivation of patients based on their inactivity within the # of days in the field below. Note: Inactivity is based on having no scheduled appointments, no receivables and the profile not having been created within that set number of days. |
|
Patient Cleanup Date Range |
Refers to the set number of days that must pass before a patient is deemed to be inactivated.
Note: Inactivity is based on having no scheduled appointments, no receivables and the profile not having been created within that set number of days. |
|
Phone Country Code Formatting |
Select from the drop-down menu whether you'll require the country code for phone numbers or not |
2. Patient Profile
The fields below can be edited to show, hide or make mandatory in the patient profile. When finished making changes, select Save.
3. Patient Lookup
This setting will allow the Patient Lookup to always remain open or not.
4. Charts
Below are the fields that help manage the charting portion of the system.
Learn more about individual fields
|
Copy Last Chart |
Enable the option to copy details from the last chart made for a patient. |
|
Details Box Position |
Select where the Details area appears when completing or viewing charts. |
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Edit Medical |
Select whether medical profiles are editable when completing charts. |
|
Initial Open Tab |
Select from the drop-down menu which tab is displayed by default when a chart is created. |
|
Resize Type |
Select whether the window that displays when creating a chart is matched to the chart template or if it opens in full-screen view. |
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Lock Chart Reminder |
Enable this to provide a warning pop-up to remind practitioners to lock their charts once completed and saved. |
|
Include Digital Signature |
Includes the practitioner digital signature if they have one uploaded in their profile, preferences page. |
|
PDF Cover Page Address |
Show the clinic address on the PDF cover page. |
|
PDF Cover Page Birth Section |
Show patient birth section on the PDF. |
5. Treatment Plans
This setting turns on or off OCF links for HCAI treatment plans.
6. Insurance
The settings in this menu allow you to toggle what information is visible on the patients insurance records. These fields can be enabled or disabled and will determine if each section is visible within the Patient Search tab.
Learn more about individual fields
| Custom Insurance label |
This displays a 'Descriptor' field in a patient's insurance details. Descriptor Example: Sunlife Primary Insurance or GWL Secondary |
|
All Data Visible |
Select whether or not all sections of an insurance's details are visible by default. Otherwise, only the Policy Rules and Rules are visible, with the remaining sections closed and viewable when necessary. |
|
Default Coverage Percentage |
Enter a percentage (0-100) that will display by default when adding an insurance to a patient's profile. Percentages can be edited per insurance. |
|
Data Type Visibility |
The fields that appear below this heading are the insurance details' sections that can be enabled or disabled to be viewable by default. |
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- Adjusters |
You can select to show or hide this field in the insurance record |
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- Claim Information |
You can select to show or hide this field in the insurance record. |
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- Deductible |
You can select to show or hide this field in the insurance record. |
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- Rules |
You can select to show or hide this field in the insurance record. |
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- Other Information |
You can select to show or hide this field in the insurance record. |
7. Medical Profile
These fields can be enabled or disabled and will determine if each section is visible within the Patient Profile's Intake tab under Medical Health History.
8. New Patient Profile Creation
Follow these steps to create a full Patient Profile from the Home page.
Step 1
Hover over the Patient tab on the left hand side of the screen and select New Patient.
Step 2
Enter in the patients information, then select Save.
| *Important: Fields marked with a * are required to create a patient profile. |
Once the new patient has been created, you can access their profile in the Quick Lookup by using the search bar at the top of the homepage or inside the Patients tab.
9. Quick Patient Creation
You can also use the Quick Patient Creation option to create a basic profile to get started then go back and complete the full details at a later date or allow the patient to log into the Patient Portal and complete their patient portal profile online which populates the information to their profile.
Set these options to either display or hide the corresponding fields in the Quick Patient Creation form. Those labelled 'Required' will prevent a patient from being added without these fields filled.
The Quick Patient Creation form is located within the Appointment booking window. Press the down arrow button located at the end of the name field and select New from the dropdown menu
| Note | Referral Fields are populated from Settings, Referral Types you have added in. If you have set this field to 'Mandatory' it also sets the Patient General Page Referral Field to Mandatory. |