More Problems with Patient Intake Form
Posted: Sat Mar 12, 2016 7:56 am
So I was able to get info to go to the Pending Patients List in Medisoft using the Mobile Patient Intake Form. But I think the design may be flawed. If the idea is for a new patient to complete this form in the office, here's the problem I see. When I edit the patient on the Pending Patients List, I see all info...and I can then enter the patient's ID # and Group # (not sure why those fields are not part of the Intake Form for the new patient to complete).
But when I try to Save the form to create the patient on the Patient List, it says you must create a new case or select an existing case. But you cannot create a new case for the patient from the Pending Patient List...and you cannot create a case without first creating the patient...
So how do you save this info from the Pending Patient List so as to create a patient and then allow a case to be created?? What am I missing?
In addition, I tried the Auto Add feature where you can quickly add a patient in Mobile...I added the patient and saved...and save the patient in Mobile, but when you click Add Charges, the Mobile app closed (and the patient does not make it into Medisoft). Am I doing something wrong with this feature...or is another design defect in Mobile??
Steve
But when I try to Save the form to create the patient on the Patient List, it says you must create a new case or select an existing case. But you cannot create a new case for the patient from the Pending Patient List...and you cannot create a case without first creating the patient...
So how do you save this info from the Pending Patient List so as to create a patient and then allow a case to be created?? What am I missing?
In addition, I tried the Auto Add feature where you can quickly add a patient in Mobile...I added the patient and saved...and save the patient in Mobile, but when you click Add Charges, the Mobile app closed (and the patient does not make it into Medisoft). Am I doing something wrong with this feature...or is another design defect in Mobile??
Steve