February 13, 2015 at 9:38 am #31540stevemaParticipant
Hi, Is it possible to add patient notes from the notepad to the Patient info tab? If so …how? If not, why not?!
ThanksFebruary 16, 2015 at 1:32 pm #33561
Hi there Stevema,
Thanks for the post.
It is possible to show notes from the Notepad into the Patient Info window. It does have a limit to how much text it shows but you can hover your mouse over the notes section to get more. Please see below;
1) Click on Patient Info Tab
2) Click DESIGN at the bottom
3) Click DATA SOURCE at the top
4) Click MANAGE DATA SOURCES
5) Right click under Portrait and select NEW
6) Enter in a name for new data source i.e. Patient Info with Notes. Then click OK.
7)Copy and paste the following code;
per.telephone as tel_home,
per.worktel as tel_work,
per.mobile as tel_mobile,
per.patcat_id, patcat.name as _patient_category,
per.patstatus_id, patstatus.name as _patient_status,
per.practitioner_staff_id, staff.knownas as _practitioner,
(view_accbalance.balance * -1) as account_balance,
view_nextapp.nextapp as next_appt,
view_prevapp.prevapp as previous_appt
left join clinic on (per.clinic_id=clinic.id)
left join patcat on (per.patcat_id=patcat.id)
left join patstatus on (per.patstatus_id=patstatus.id)
left join staff on (per.practitioner_staff_id=staff.id)
left join custom_patient_fields on (custom_patient_fields.per_id=per.id)
left join view_accbalance on (view_accbalance.per_id=per.id)
left join view_nextapp on (view_nextapp.per_id=per.id)
left join view_prevapp on (view_prevapp.per_id=per.id)
8) Click Save
9) On PATIENT INFO DESIGN window, click the drop down menu where it says PATIENT INFO and select new data source.
If you need any assistance whilst doing this, please feel free to reply.
Thanks!February 24, 2015 at 11:14 am #33562stevemaParticipant
Ii followed your instructions up to pasting in the code, but after that I got stuck.
I have selected the new field “patient notes” from the drop down box on the left where it said “patient info”.
But selecting this seems to make no difference to the dashboard. It doesn’t appear there. Need to create a box for it there???
SteveJune 28, 2015 at 8:27 pm #33563SupportKeymaster
Hi Steve – did you try dragging and dropping that field over on to the dashboard designer? That should do the trick!
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