Overview

• Main Menu

• Reference Library

• Patient Information & Billing
  
  ->General Info
  
  ->Medical Info
  
  ->Intakes & Activities
  
  
  ->Billing
  
  
  ->Reports

• Inventory

• Patient Information & Billing

The next tab, the Intakes & Activities tab, allows you to view, enter, and print events, or activities, related to the patient. The activities database here works the same and has the same options as the activities database that you may access from the Contacts database, and activities entered here may also be accessed from the Contacts database. All activities are shown in list format in date order.

Creating New Activities Related to a Patient

When you click on the New Activity button, you are presented with four choices of activities to create: a call record, a fax, an office visit (intake), or a patient progress report.

Graphic illustrations of the following features (this page will take a while to load...)

• Call Record

If you choose to create a call record, you will be presented with the Call Record screen. The contact's ID, name, and the date that the action record (the call record) was created are automatically entered for you. You can click on the Action Status field to display a list of the status of this call (whether the call is open, closed, in process, etc.). You may edit this status list and add your own choices by clicking on the Action Status field and selecting "edit…"

Enter all the information you would like to about this call in the Notes field. When you are finished, you may print the call record by clicking on the Print Call Entry button; you may choose to list all of the other activities related to this patient by clicking on the View As List button; you may choose to return to the Patient Information & Billing database; or you may return to the AcuBase Standard 2.003 Main Menu.

• Fax Entry

If you choose to create a fax, you will be presented with the Fax Entry screen. On this screen, all you need to do is enter who the fax is going to, who it is from into the From field, and type in any message that you want to have appear on the cover sheet in the Fax Message field.

You may print the fax by clicking on the Print Fax button; you may choose to list all of the other activities related to this patient by clicking on the View As List button; you may choose to return to the Patient Information & Billing database; or you may return to the AcuBase Standard 2.003 Main Menu..

• Office Visit

If you choose Office Visit, you will be presented with the Office Visit Intake screen.

On this screen, you have an unlimited amount of space to write as much as you would like to about a given patient intake. The patient's name, provider, today's date, and the status of the intake may be viewed at the top of the screen. You may change the date or the status. The title of the intake ("Office Visit Intake" by default) may be edited from the "General" tab of the AcuBase Standard 2.003 Main Menu's Preferences.

As with any part of AcuBase, you may change fonts, font sizes, alignment of text, etc. from the Format menu. You may print the office visit by clicking on the "Print this Intake" button; you may choose to list all of the other activities related to this patient by clicking on the View As List button; you may choose to return to the Patient Information & Billing database; or you may return to the AcuBase Standard 2.003 Main Menu. (Several of these options may not show on the screen above.)

• Patient Progress Reports

If you choose Patient Progress Report, you will be presented with the Patient Progress Report entry screen. The Patient Progress Report is intended to be used as a form that you may send to insurance companies or other practitioners who may have referred this patient. On this screen, you may tab through each field and enter relevant information. Several pop-up menus appear, all of which may be edited by going to the "edit…" option at the bottom of any given pop-up list. Diagnoses are automatically entered from your entries in the Medical Information tab, but may also be changed.

When you are done entering data in the Patient Progress Report entry screen, you may print the report by clicking on the "Print" button. The printed report looks something like the following (but may go to multiple pages, depending on how much information was entered above:

When you are done with your progress report, you may choose to list all of the other activities related to this patient by clicking on the View As List button; you may choose to return to the Patient Information & Billing database; or you may return to the AcuBase Standard 2.003 Main Menu.