ADVANCED SCHEDULING WORKFLOWS
Customize Online Booking Availability By Event Type and Resource Configure your Calendar Shortlist Customize Your Event List by Office (Event Scopes)
DASHBOARD WORKFLOWS
Daily Schedule Dashboard Card SOAP Charts Dashboard Card Daily Express Checkout Dashboard Card Booking Trends Dashboard Card Product Label Dashboard Card
EXPLORE SMARTFORM QUESTIONNAIRES
SmartForms Overview Creating a SmartForm Questionnaire Editing a SmartForm Questionnaire Sending SmartForm Questionnaires To Your Patients Viewing & Printing Submitted SmartForms SmartForm Consent Form with Signature Sharing SmartForm Templates and Submissions
PATIENT INTERACTIONS
The Patient Portal SmartForm Questionnaires Sharing Documents with Patients Providing Patients Access To Their Medical Records What Are Access Codes?
PRO CHARTING
PRO Charting Features Charting History Working with Measurements Product Recommendations Working with Diagnoses Headings and Smart Lists
ADVANCED COLLABORATION
Sharing Medical Data Between Practitioners Alerts For Important Patient Notes Connecting a patient to multiple offices or practitioners
EXPLORE REPORTING TOOLS
Sales Reports Patient Reports Export Data Purchase Reports Inventory Reports Reporting Overview Schedule Reports
EXPLORE INVENTORY MANAGEMENT
Inventory Management Overview Managing your product list Adjusting Inventory Levels Purchase Orders

Connecting a patient to multiple offices or practitioners

There are two main reasons why you might want to connect a single patient record to several office locations, or several practitioners:

  • This patient is being seen by the same practitioner in multiple locations
  • This same patient is being seen by multiple practitioners at the same location.

It is important however to be able to maintain Patient Privacy, while still being able to share a patient record among offices or practitioners.

Collaboration and Patient Privacy

Patient Lists in OutSmart respect certain Patient Privacy Rules:

  1. Patients are linked to specific offices and specific practitioners.
  2. Patients of one practitioner cannot be seen by another practitioner in the same office unless they are a patient of that practitioner as well.
  3. Patients can be assigned to practitioners by Admin staff only, or by booking an appointment with a practitioner.
  4. Patients can be assigned to offices by booking an appointment in that office, or by assignment by a practitioner.

Following the above rules ensures that Patient Privacy is respected, even in clinics with multiple patients, or in the case of a practitioner working in several locations.

Why Is The Link Between A Patient, Practitioner, And Office Important?

The Patient Link is an important piece of information that allows OutSmart to determine what you have permission to do with a patient record.  For example:

  • A practitioner cannot create a medical chart for a patient that is being seen by a colleague, unless the patient has chosen to book with that practitioner.
  • A practitioner cannot create a medical chart for their patient at an office that the patient has never been to.
  • Admin staff cannot access any patients that have not been linked to their office, even if that patient is a client of a practitioner at that office.

There are more examples of why the Patient Link is important, but all are geared towards maintaining Patient Privacy.

Connecting A Patient To a Practitioner or Office Through Booking

A patient will be automatically connected to a practitioner or an office they are not already connected to if they are booked in with that practitioner or at that office.

Connecting A Patient To A Practitioner

A patient can be assigned to a practitioner by the Admin staff, through the Master Patient List in an Admin account:

  1. Open the Master Patient List by clicking on the Patients option in the Main Navigation Menu.
  2. Find the Patient you are looking for by using the search field at the top right of the Patient List.
  3. In the left-most column of the Patient List (Admin Accounts Only), you will see a practitioner icon.  Click on that.  In the window that opens, a Green button means that the practitioner is already connected to this patient.  Clicking the Green button will break the connection.  A Grey button means that the practitioner is not connected to the patient.  Clicking the Grey button will create a connection.

Example of active and inactive links between patients and practitioners. This is a view from an Admin account.

Example of active and inactive links between patients and practitioners. This is a view from an Admin account.

A patient can be assigned to a practitioner by any practitioner in an office, simply by the creation of an appointment in the Calendar between the patient and the practitioner:

  1. Create an appointment in the Calendar between the patient and the practitioner.
  2. Save the appointment and the link between the patient and practitioner will be created.

Connecting A Patient To An Office.

A patient can be assigned to an office by a practitioner, through the Master Patient List:

  1. Open the Master Patient List by clicking on the Patients option in the Main Navigation Menu.
  2. Find the Patient you are looking for by using the search field at the top right of the Patient List.
  3. In the left-most column of the Patient List (Practitioner Accounts Only), you will see a office icon.  Click on that.  In the window that opens, you will see one or more grey and green buttons with office names.  A Green button means that this patient is already connected to the office.  Clicking the Greenbutton will break the connection.  A Grey button means that this patient is not connected to the office.  Clicking the Grey button will create a connection.

Example of Patient to Office links. This view is from the practitioner account.

Example of Patient to Office links. This view is from the practitioner account.

A patient can also be assigned to an office by booking an appointment with a practitioner at that office:

  1. Create an appointment in the Calendar between the patient and the practitioner, at the specified Office location.
  2. Save the appointment and the link between the patient and office will be created.