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Creating an Updated Medical Passport


Just as patients can update their Medical Passports for a new procedure or procedure date, you are able to do the same.  You can copy over the history from an old Medical Passport and update it for a new procedure.

Steps:

  1. First, go to the Medical Passport Tab. Search for the patient by using either search by Procedure Date or search by Patient Name. If you are searching by Procedure Date, find the patient on a specific date or date range.
  2. Once you locate the patient’s booking, hover over it, click “More,” and then select “Create an Updated MP.”
  3. Then click “Next” to confirm that the information was provided by the patient.
  4. Anything that needs to be addressed will have a red or yellow circle in front of the section header.
  5. Update the Procedure information, any time-sensitive questions, document any complications following their last procedure, and update the Ride Home information or notate that it is not known or needed at this time.
  6. When complete click the blue Finish button.
  7. You will be taken to the Patient Dashboard where you can follow the prompts to print out a copy of the updated Medical Passport.


Next Up: 

Searching For a Medical Passport 

 

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