The Personal Details Page

Article author
Ryan
  • Updated

The ‘Personal Details’ page is once again made up of several optional modules, these are:

  • Personal Details

This is the main demographic for the patient. A selection of details about the patient such as name, sex, date of birth

  • Security

The details of the chamber to which this patient belongs and the security policy this patient belongs to - Changing this policy will allow you to restrict the audience viewing this patient’s page

  • Account

Details regarding who the patient’s default payer is, including the preferred payment method, the billing company and the patient’s self-pay charge band

  • Specialist / GP

Fields to assign the patient’s GP and Specialist

  • NHS Details

Including NHS Number, NHS GP, Surgery, Phone and Address

  • Contact Info

Including Home, Work and Mobile phone numbers and email address fields

  • Home Address
  • Billing Address

If no billing address is supplied the patient’s default address will be used

  • Next of Kin

Contact details regarding the patient’s next of kin

  • Insurance Company

Details pertaining to the patient’s insurance company and charge band - This must be set prior to choosing ‘Insurance Company’ as the patient’s payer

  • Employer

Details pertaining to the patient’s employer and charge band - This must be set prior to choosing ‘Employer’ as the patient’s payer

  • School

Details pertaining to the patient’s school and charge band - This must be set prior to choosing ‘School’ as the patient’s payer

  • Legal

Details pertaining to the patient’s legal company and charge band - This must be set prior to choosing ‘Legal’ as the patient’s payer

  • Paper File
  • Employee Details

Details regarding the patient’s position of employment