SoftDent: How to Print Patient's Information Summary

Document created by chriscornett Employee on Jul 28, 2017
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Problem:                                                             

How to print a patient’s information summary

Solution:

 

The Patient Information report can be run directly from a patient and will summarize the patient details, their transactions, and their appointments. This report will display all patient information that is displayed in the patient information screen.

Versions 11.0 And Higher

To print a patient's information perform the following steps.

1. Click List in the main menu bar.
2. Select Patient.
3. Locate and click to highlight the patient.
4. Click Patient Info/Forms in the express bar.
5. Select Patient Information.
6. When prompted to print the patient details, click Yes.
7. Select the proper output option and click OK.
8. You will then be prompted to print the patient's transactions, click Yes or No.
9. You will then be prompted to print the patient's appointments, click Yes or No.
10. The patient detail will be generated.

Versions 10.0 And Prior

1. Click List in the main menu bar.
2. Select Patient.
3. Highlight the desired patient.
4. Press <O> on the keyboard.
5. Select Patient Information.
6. Click Yes to print patient details.
7. Click Yes to print the patient transactions if so desired. Otherwise, click No.
8. Click Yes to print the appointments report if so desired. Otherwise, click No.

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