How to add Complaints

  • Updated

Patient Complaints are one of the most important items to complete in order to properly access a patient and track their ongoing progress.



Practitioners will often track:

  • Patient Name
  • Title of Complaint
  • Onset Date
  • Onset Location
  • Details
  • Priority - Low, Medium, High, Urgent
  • Status - Active, Inactive, Discharged

 

Create a patient complaint either from:

  1. the patient's profile  Intake Tab
  2. the patient's profile, chart tab
  3. from the home page schedule, book an appointment window.

1. How to Add a Complaint from the Patient Profile Intake Tab

 

Step 1Open the patient profile.

Step 2Click the Intake tab

Step 3Click on the +Add button.

 

 

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Step 4  - A new window will open where you can enter the details of the complaint and then Save.

 

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2. How to Add a Complaint from the Chart tab

Step 1

Open a Patients profile, and click on the Charts tab.

 

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Step 2

On the right side of the page, click on the [+Add] button located in the Chart.

 

 

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Step 3

On the left side of the page under the Complaint section select + Add.

 

 

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Step 4

Enter in the Complaint's details and Save.


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Select the F5 button on your keyboard to update the list of Complaints to allow you to select the new complaints you just added.

 

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After you click Complete & Close, the complaint will appear in the description information bar of the chart along with the Date & Name of the Practitioner who created the chart. 

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3. From the Home page, Book An Appointment window

Step 1 - Select a time to book an appointment.

Step 2 - Within the Complaint field click +Add.  

 

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A window will open where you will enter the details of the complaint. Enter the details and Save.

 

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Step 3 - Select the Refresh button to update the list of complaints to allow you to select the new complaint you just entered.

 

 

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