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Create Patient Types

Question:  What are "Patient Types" and how do I create them?

Answer:  Patient Types are used to designate patients in categories that you may wish to use for booking appointments or sending email/SMS communications, or targeting for lens sales, etc.  For example: 

(a) Many doctors want to know if a patient is physically challenged as they need to book extra time for their exam. 

(b) Maybe you offer a discount to all employees of a particular factory in your town. 

(c) Maybe you need to know if a patient is on social assistance to complete paperwork before their exam.

There are many reasons for categorizing patients, and here's how to do it!

 

On the WINK dashboard, select Company >> Patient Types

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A list of existing Patient Types will appear.  To add a new Type, click on "New"

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Give your Patient Type a name and use up to two (2) characters as a designator for this type of patient. 

The Patient Type will appear when booking the patient in the calendar.  It is also a filter that can be used when creating lists of patients receiving specific email/SMS communications.

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The Patient Type is displayed in the Patient's profile.  Please note that a patient can have multiple patient types.  

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