KB - Patient Management - Pioneer Software

How do I allow patients to upload documents?

The Patient Portal allows for patients to upload documents to their record within ClinicOffice. To do this, you will need to have the Web Edition add-on as part of your package, along with the Documents Module. Step 1 – Enabling The Feature Once the above is in place, you will need to enable the feature. […]

How can I remove personal information from ClinicOffice?

As a part of GDPR law, it sometimes becomes necessary to remove any information that you have on file relating to a specific individual. This can present a problem for record keeping software due to the way that patient records often link to other ‘child records’ such as invoices/appointments etc. To assist with this, we […]

What can I do if I can’t find a Patient or Contact?

We frequently receive calls and emails reporting that a Patient or Contact appears to be missing. In most cases, this issue arises due to user actions or settings. Here are a few things to work through before contacting us :- Firstly, please check the Recycle Bin, as any deleted Contacts/Patients will go there. The Recycle […]

How Do I use The Patient Recall System?

The Purpose of Recall The Recall System allows you to remind patient’s that they are due another appointment and that they need to rebook it. The way it works is similar to the Waiting List but the Waiting List is something definite i.e. the patient already has confirmed the appointment but is waiting for the […]

How to find patients who haven’t visited recently?

Quite a common question is “How can I get a list of patients who haven’t been to the clinic for the last X months?”. As an example, here’s how to get a list of patients who haven’t been to the clinic in the past 6 months :- [1] Go to Reports and Templates. Under Patients […]

I deleted a patient/staff member by accident?!

The first thing is DON’T PANIC! ClinicOffice doesn’t actually delete patient, contact or staff records. It simply puts them in the ‘recycle bin’. Here’s what to do… Click on the Recycle Bin icon on the Home ribbon bar If no records appear, simply press the F7 button to show all deleted records Locate the patient/contact/staff […]

What is the Active Patient feature?

The Active Patient feature makes it easy to continue working with the same patient in ClinicOffice. When a patient is designated as the Active Patient, then whenever you create a new appointment, or invoice, or payment (etc. etc.), ClinicOffice will automatically enter the active patient for you. This can make booking a series of appointments […]