5.1.2 Adding Case Histories
Adding Case Provider(s) and Patient(s)
Default system
Username: oscardoc
Password: mac2002
2nd level PIN: 1117
Add a provider:
Admin > Add a Provider Record
what you will need:
-Provider No (you can check what is being used by going to Admin > Search/Edit/Delete Provider Records > Search (leaving the search box blank)
-Last Name
-First Name
Click Add Provider Record
Add a (provider) Login Record:
typically use the provider's last name as the user name and same password and PIN for ease of remembering
Assign Role to Provider:
Admin > Assign Role to Provider
Always choose doctor role even for RN or other staff and click Add
Add a patient:
Search
Click the Search button with the search box blank
Click Create a new Demographic
You will need to enter:
Last Name
First Name
DOB
Sex
Doctor
Roster Status (as RO - rostered)
Add Case History
Login as one of the pproviders you have created
Create appointment on the date of the case note
Document Actions