3. The Patient Editor (notjane)
3.1. Introduction
The Patient Editor (notjane) manages patient information. You can run notjane to add a new patient to Partner, view an immunization record, research visit history, or read about a patient's major diagnoses and allergies.
Patients and Accounts: Medical records, procedures, and diagnoses belong to patients. Use the Patient Editor to work with patients. Charges and billing history, on the other hand, belong to accounts. Use the Family Editor (fame) to work with accounts.
3.2. Quickstart: Run notjane, Change Patient Information
Follow the procedure below to learn the basics of notjane.
Run notjane
You can access notjane from the Partner windows or by typing notjane at a command prompt:
You can also run notjane from the main patient demographic screen in checkin. Run checkin for the patient, then press [F2 -- Edit Patient]. You can then skip to step #3.
Find a Patient
Enter the patient's name, or part of the patient's name.
You can also search by chart number, phone number, or several other criteria. To learn more, read Finding Patients and Accounts.
Make Your Changes
On the first page in notjane, you can change the patient's basic demographics. Move around the screen by pressing Tab, Enter, or the arrow keys. You can also move back one field by pressing the Backspace key. If you wish, you can press Page Down to cycle through all the pages of notjane.
Press [F1 -- Save]
Press F1 to save your changes and quit. If you do not want to save your changes, press F12 instead.
In the procedure above, you ran notjane and made a small change to a patient's basic information. In the next sections, you will learn about each of the pages in the notjane program. Each of them serves an important purpose.
3.3. Page 1: Demographics
On the first page of notjane, the demographics screen, you can view and change basic information about the patient. You can also change the custodian and/or guarantor account for the patient and run two very useful patient reports (imms and patinfo).
Press Enter or Tab to move from field to field and fill out any of the basic information. Partner will automatically capitalize names for you and enter dashes (-) in the phone numbers if you do not. You can write the birthdate in a condensed format, such as "082401" for August 24th, 2001, and Partner will expand the date for you and calculate the patient's age automatically.
Look-Up Fields. In all Partner programs, some fields have a list of possible answers from which you can pick. You can type anything you want into a name field or address field, but the "Physician" field can only be filled with a provider from your practice. To see a list of possible answers in a "Look-Up" field, type an asterisk (*) and press Enter. You can learn more about using the asterisk key to search for options in the Charge Posting manual.
The primary care "Physician" field and the "Status" field are both look-up fields:
Status Flags. The "Status" field is not like other fields. Statuses are used to "flag" or classify patients. You can put several different status flags on a patient, separated by commas. A patient might have "Needs Extra Time" and "Diabetic" status flags. Your office can run reports to see all the patients that have a particular status. The status flags show up in the scheduler and elsewhere in Partner so your office will always know if there are any special circumstances surrounding a patient.
Four "Extra Information" Fields. There are four fields in the middle of the screen which are customizable. Your practice might use these fields to store additional contact information, nicknames, or important dates.
Guarantor and Custodian. In the middle of the screen, you will see either one or two account. If the same account is both the guarantor and custodian for this patient, one account will appear in the center of the screen:
If one account is the guarantor and a different account is the custodian, two accounts will appear:
When two accounts are shown, the account on the left is the custodian account and the account on the right is the guarantor account.
What is a guarantor, what is a custodian? The custodian is the patient's care-giver and physical address. The guarantor is the bill payer. During the time an individual is a patient at your practice, the guarantor and custodian may change or even switch places! Press [F4 -- Reassign Account] to make changes.
Function Keys on the Demographics Page
- [F1 -- Save]
Press F1 to save all changes and quit notjane.
- [F2 -- Edit Policies]
Press F2 to view the patient's Insurance Policies screen. Read the Insurance Policy Page manual for more information.
- [F3 -- Imms Record]
Press F3 to run the imms program. In imms, you can view the patient's immunization record. Press [F2 -- School Form] to print a nicely formatted immunization record, press F12 to return to notjane.
Read the Edit Immunization Records manual for more information.
- [F4 -- Reassign Account]
Press F4 to change the guarantor or custodian accounts for this patient. You will first be asked which account to reassign:
Next, find the family account:
- [F5 -- Patient History]
Press F5 to run the Patient History (patinfo) program. This program produces two different reports which summarize a patient's visits by date or by diagnosis. For example, a Patient History report could show you every date upon which asthma was used as a diagnosis for the patient.
- [F6 -- Patient Forms]
Press F6 to generate a form letter for this patient. You will see a list of available form letters:
Use the arrow keys to select the desired letter, mark the letter or letters you want with an X, and press [F1 -- Process Forms]. Some forms will ask you questions on the screen before they print. Do you want to learn how to create your own form letters or edit the existing ones? Read Customizing Form Letters.
- [F7 -- Edit Account]
Press F7 to run the Family Editor (fame) for the account(s) connected to this patient. If there are two different accounts related to the patient, you will be prompted to choose whether to edit the Custodian or the Guarantor:
3.4. Page 2: Major Diagnoses and Allergies
The second page of notjane contains major diagnoses and allergies for the patient, as well as records of their recent visits to your practice.
You can enter major diagnoses and allergies manually, but Partner will also add entries based on the diagnoses that are posted for the patient.
Appointment Information. Partner will list the next three appointments currently scheduled for the patient. You can also see the total number of appointments, the total number of appointments missed and cancelled, and an explanation of what visits were most recently missed and cancelled. All of this information is maintained automatically by Partner and can not be edited.
More Diagnoses and Procedure Information. For a detailed history of the procedures and diagnoses of this patient, press [F5 -- Patient History] to run the patinfo program.
3.5. Page 3: Patient Notes
The third page of notjane is the Patient Notes page. You can store important information and records of interactions with the patient.
Press [F4 -- Post New Note] to begin adding a new note. You will see a text editor window for adding your note:
While typing your note, you can use the various function keys in the text editor to make changes. After typing your note, press [F1 -- Save & Quit]. Press F12 to cancel.
| Learn More About Notes: |
|---|---|
The notes screen is the same in both the Family and Patient Editors. It includes a follow-up note feature, a search field, and many other features to help you track important information about the patient or family. To learn about these features, read the Structured Notes manual. |