How to Manage a Patient's Contact Information

Purpose

It's important to keep a patient's contact details up to date, to ensure correspondence by SMS and email are sent to the correct person. This guide will show you how to view and update a patient's contact information.

Navigating to the administrative record

There are two ways to navigate to the patient record within Medicus:

1. Using the patient finder.
2. By selecting a patient from the patient list, located in the Patient Administration module.

Once you select the patient you'd like to view through one of the methods outlined above, select Administrative Record from the left hand side navigation bar to be taken to the administrative record.

Contact information

Viewing and editing existing contact information

Under the Contact Information section on the personal details tab of the patient's administrative record, you can view existing contact information for a patient.

To edit or amend existing contact information, simply select the information you would like to change. This will open up a form where you can either edit or delete the phone number or email.

Once you've made changes, click the Save changes button.

Adding new contact information

To add new contact information, select the 'Add' button and choose from two options from the dropdown:

1. Telephone number
2. Email address

This will open up a form for you to complete the contact information details. Once completed, select 'Save'. The details will now show on the patient's administrative record.

Note: If a temporary phone number is set for a patient then it will be visible on the patient banner.

Preferred number for text messages

If a patient has multiple mobile numbers in their contact details, SMS communications will only be sent to the phone number which last had Preferred telephone number for SMS selected. SMS communications will only go out to this one mobile number rather than multiple.

If no preferred number for SMS has been set then SMS communications will be sent to the last mobile number added to the patients contact information.

PDS synchronisation tasks

Medicus will auto-update the patient's record based on any PDS changes to ensure the two are in syncronisation.

However, if one of the following fields are changed then a task is created to inform you of the change and take any action if required:

• Address
• Phone number
• Email Address
• DOB
• Gender