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You can view basic demographic and visit information for patients in the Patient Details module. The available information is similar to what is found on a cover sheet in the patient’s chart. In the Patient Details module, you can also make changes to the patient or visit information, as well as create new visits.

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Editing Patient Information

If the patient demographic information displayed in the Patient Details module is incorrect, you can make changes to it (as long as this ability is enabled in your user profile).
  1. From the Patient Details screen, tap Edit . The Edit screen opens. The Patient fields are shown at the top section of the screen, with the Visits fields for the currently selected visit shown below.
  2. Make changes to any of the Patient fields as necessary. You may also edit any of the Visits fields for the currently selected visit, if desired.
  3. (Optional) You can select the New Visit button at the bottom of the screen to add a new visit to the patient. The information in the Visits section of the screen is replaced with a series of new blank fields, so that you can enter the information for the new visit.
  4. Tap Save to save your changes.

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Editing Visit Information

The main screen of the Patient Details module displays information about the patient’s currently selected visit (the one that you selected on the Patient List prior to accessing the Patient Details module). You can also view information about additional visits for the patient in this module. If any of the visit information displayed in the Patient Details module is incorrect, you can make changes to it (as long as this ability is enabled in your user profile). There are two paths to editing visit information, depending on which visit you want to change: the currently selected visit, or a different visit. Instructions for both are listed below. To edit the currently selected visit:
  1. From the Patient Details module, tap Edit . The Edit screen opens. The Patient fields are shown at the top of the screen, with the Visit fields for the currently selected visit shown below.
  2. Make changes to any of the Visit fields for the currently selected visit as necessary. You may also edit any of the Patient fields if desired.
  3. (Optional) The following additional function is also available in this option:
    • You can tape New Visit at the bottom of the screen to add a new visit to the patient. The information in the Visits section of the screen is replaced with a series of new blank fields, so that you can enter the information for the new visit.
  4. Tap Save to save your changes.

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To edit any visit

  1. From the Patient Details screen, tap Expand in visit row under the patient heading row. The Visits screen displays a list of all of the patient’s visits. The currently selected visit displays under the Active Visit section and any other visits are displayed under the Other Visits section. If a visit is on the current patient list, it shows the Patients icon:
  2. Select a visit from the Other Visits section. You are returned to the Patient Details screen and the visit details for the newly selected visit displays.
  3. Tap Edit . The Edit screen opens. The Patient fields are shown at the top of the screen, with the Visit fields for the selected visit shown below.
  4. Make changes to any of the Visit fields for the selected visit as necessary. You may also edit any of the Patient fields if desired.
  5. (Optional) The following additional function is also available in this option:
    • You can tape New Visit at the bottom of the screen to add a new visit to the patient. The information in the Visits section of the screen is replaced with a series of new blank fields, so that you can enter the information for the new visit.
  6. Tap Save to save your changes.

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Manually Creating a New Visit

While reviewing a patient’s visit information in the Patient Details module, you may find that the visit you need (to enter charges against) is not yet registered for the patient. You can quickly create a new visit in the Patient Details module, as long this feature is enabled in your user profile.
You can also manually create a new visit from the Patient List module (see Manually Creating a New Visit for an Existing Patient). It does not matter which option you use; the end result is the same. Simply choose the option that is most convenient in your workflow.
You can manually create a new visit for any of the patient types listed below. The new visit takes on the same status as the patient (authenticated, verified, or non-verified):
  • An authenticated patient: A patient that was registered in your source ADT/Registration system.
  • A verified patient: A patient that was manually created in the Commure Pro system, and whose information has been confirmed as complete. Verified patient names have an asterisk appended to their name (for example, DARR, MOLLY*).
  • A non-verified patient: A patient that was manually created in the Commure Pro system, and whose information has not yet been confirmed as complete. Non-verified patient names are enclosed in quotation marks (for example “DARR,MOLLY”). To manually create a new visit:
  1. From the Patient Details screen, tap Expand in visit row under the patient heading row. The Visits screen displays a list of all of the patient’s visits. The currently selected visit displays under the Active Visit section and any other visits are displayed under the Other Visits section. If a visit is on the current patient list, it shows the Patients icon:
  2. Tap Add at the top right of the screen to display the Create Visit screen.
  3. Complete the required information.
    • Required fields are marked with a red exclamation mark . Each organization determines the fields they want to capture for manually created visits, and whether those fields are required. However, the following fields are always required when you manually create a visit:ADT Visit Type, Appt/Admit Date with Time, and Facility. Other commonly used fields are Reason for Visit, Unit, Room, Bed, and Reason for Adding Patient.
  1. Tap Save at the top right of the screen to create the visit. You are returned to the Visits screen and the newly created visits now displays in the list of visits. What follows next depends on whether you are currently working from a List, Assignment, or View type of list in the Patient List module:
    • If you are working from a List or Assignment type of list, or if you are working from a View that is composed of only one source List (that you have permission to add patients to), the patient visit is added to the current list or source list immediately.
    • If you are working from a View that is composed of more than one source List (that you have permission to add patients to), the names of those Lists are now displayed. Select the source List to which you want to add this patient (you can choose more than one) and then tap Save. The patient visit is added to the selected List(s), as well as the View.
    • Tap Back to return to the Patient Details screen, and then Back again to return to the Patient List.