Tutorial: Automatically running the Patient Prompt

Introduction

This tutorial explains how to automatically load the Patient Prompt when a new patient is loaded. Please note, as of this writing it is only possible to automatically load the Patient Prompt in Medtech. This tutorial is primarily aimed at practice managers.

Setup the Dashboard form

Within Medtech:

  • Select the Setup menu from the Medtech menubar.

  • Select the Reference Nos... menu item. The References dialog is displayed.

  • Select the Documents tab.

  • In the Patient Dashboard section, from the Dashboard Form dropdown select the dashboard form you wish to automatically open. For the Patient Prompt, select bestpractice Patient Prompt (see screenshot below).

  • Click OK.

User Allocation

Having set up the Dashboard Form, we now need to allocate this to users. Complete steps 4 - 7 for each user.

Within Medtech:

  • Select the Setup menu from the Medtech menubar.

  • Select the Staff menu item. The Staff dialog is displayed.

  • Select the Members tab.

  • Double-click the required staff member. The View Staff dialog is displayed.

  • Select the Access tab.

  • In the Auto Open when select first patient section, click the checkbox beside Patient Dashboard (see the screenshot below).

  • Click OK.