Synergy Patient Search

Transcription

1 Synergy Patient Search

2 Synergy Patient Search To do a search in Synergy it is the same process for patient, delivery point, nurse etc, however with a patient search there is a little more to see. To search for a patient record in Synergy you first of all have to log in to your account. 1. Once signed in, look to the left side of the synergy window, and select Patients under the search section. 2. Click on the word Patients from the Search list, and the search box will open as below.

3 3. From the search box a patient record can be searched for by any of the fields shown. If a patient status is not selected from the drop down, then all patient status types will be returned in the search results(active, Suspended, and Discharged). In the case of the example below a record will be searched for by name, and only Active records. 4. When you are ready to search just click the Search button (shown with black circle) toward the bottom of the Search criteria column. (The search criteria has the red circle) The results will be displayed on the right side of the box, in the Search Results window. In the example only one record had this name (Shown above arrow).

4 5. To open the patient record double click on the patient name you need to view, which will then open the record to the patient information screen. See picture. 6. In order to view other information such as the products assigned, click on the bar running along the bottom of the patient information screen. 7. If you wish to return to the front screen of a patient record, with the patient Information on, then click on the bar called Patient Information under the patient name tab, near to the top of the browser.

5 8. When you are on the Other Details section you are presented with a series of tabs that will show you all details relating to products and deliveries. 9. When you are ready to search for a new patient record, click on the word Patients again from the search section. When the search box appears click on Clear Form. It will clear all previous search data from the Search Criteria section. Anything in the Search Results window will only change once the new search is complete. 11. When you have done the search the results will display in the same way as the first one. If you still have the original search open, the second one will open on a new tab, allowing you to switch between the 2 records. This also allows you to answer a query on a record without the need to close the first one if work still needs to be carried out on the first. To close either record click on the cross next to the name on the tab.

6 Tabs along Other Details 12. Products When you have opened the other details screen, you are presented with a series of tabs. The first tabs you will see is the Product Information the patient is currently assigned. This will show next and last delivery date for each product the patient has, as well as the frequency they have their delivery, and the amount delivered. 13. Assessments The Assessments tab where used, will show dates a nurse assessment is due to be carried out, or has been carried out.

7 14. Delivery Notes The Delivery Notes tab shows details of any information that will need to show on the Delivery Note, such as Beware the Dog or Leave in Shed. 15. History The History tab will show the history of the products delivered, with the date delivered, and quantity.

8 16. Notes (1) The Notes tab is used for keeping track of topics of conversation with a patient, if products have been changed, or just if a ring back patient has called in to place their order. When a note is added the System adds the username of person adding the note, date and time automatically. Anyone viewing the notes will be able to see when all notes were added, and the subject of the note. 17. Notes (2) If the subject of a Note is filling the subject line or not all of it is visible, then by double clicking on the Note itself a box will appear showing the full content.

9 18. Letters (1) The Letters tab has a selection of items that open as a PDF. The first 2 are Letters. The first one is used as an Introductory Letter to introduce a ring back patient to the service, and give them Instructions, such as phone number for activating their delivery. It will show first delivery date, and products assigned. The second letter is not always used, but can be used in a similar fashion.

10 18. Letters (2) The following 2 letters are called card, but open as PDF and are more report like. These are basically the same report, only one shows more information than the other. Patient Card will show all contact information for a patient at the top, followed by current product assignment, and then product history. The Patient Card with Memo is the same report, but at the end it also includes anything typed into the Notes section of a patient record.

11 19. Additional Information The Additional Information tab is used for more next of Kin information. It is not always used, but if needed, is there. 20. Record Audit The Record Audit will track all changes made to a patient record, and who made the change, along with the date and time the change was made. Each change can be expanded to see in greater detail what was changed, and what was there previously.