Medtech32 National Enrolment Services

Transcription

1 Medtech32 National Enrolment Services Search and Update NHI Medtech Global 48 Market Place, Viaduct Harbour, Auckland, New Zealand P: MEDTECH E: support@medtechglobal.com W: medtechglobal.com

2 Entering in the Search Criteria Patient Search Patient NHI Search screen Module Patient Register NHI Search screen The NHI Search screen has minimum and advanced search criteria fields, which will be prepopulated from either the search parameters provided within the Search Patient screen or the patient details from the Patient Register. Figure 1 NHI Search Screen At a minimum, you need to enter the following information: Name (Surname and First Name) Gender Date of Birth or age range You can choose to include the Advanced Search Criteria, which includes: Address Date of death Locality of birth Country of birth 2

3 All searches must contain at least one character under either Family Name or Given Name for the search to be performed. The more information you provide, the more accurate your search results will be. Once you have entered the information, the results are displayed in the NHI Search Results screen (see fig. 4). Common Error Messages No Matching Results If no matching results are found based on the information you provided an error message will be displayed: Figure 2 No Matching Records Found From here, it is recommended that you provide more search information if this is possible. Search too Wide If the search criteria provided returns too many results, the following error message will be displayed: Figure 3 Search Criteria too Wide 3

4 Display of NHI Search Results Based on the patient details entered in the search criteria, results are displayed and ordered by a Match Score which represents the level of similarity between your criteria and the result. These are ordered by similarity, and usually the patient to be located appears within the first 3-5 results Figure 4 NHI Search Results [1] The search criteria entered is displayed here [2] The total number of results returned is defaulted to 15, this can be altered here [3] Select this button to add a new patient, if none of the results displayed match [4] Further refine your search [5] View more details about the patient you have selected within the search screen (highlighted yellow) [6] Close this search 4

5 The Patient Demographic Comparison Screen Once you have found the correct patient in the search screen, either double click their name or click on the Compare Details button at the bottom right hand screen. Figure 5 Select the Compare Details Button This will open the Patient Demographic Comparison Screen. 5

6 Figure 6 The Patient Demographic Comparison screen This screen displays the information you have for the patient in Medtech32 on the left hand column, and the information that is held for that patient in their NHI record on the right hand column. This screen is display only, and its purpose is to allow you to review the data, and choose which version to update. The fields that are highlighted in red mean the information does not match. 6

7 How do I update my Medtech32 data? If you ascertain the NHI data is more current than your data in Medtech32, simply click on the Update Medtech32 button (refer to figure 6). This will update the information back into your Patient Register (F3). You must ensure this patient is the patient on the palette in Medtech32. The full NHI record imported back will be displayed in the Full NHI Data screen (refer to the Viewing Full NHI Data User Guide for full instructions on this). Viewing Full NHI Record from Medtech32 Module Patient Register NHI Data 8 The full NHI record is imported into Medtech3, including all name and address details for the patient. This can be viewed from the NHI Data tab within the patient register. Figure 7 NHI Data Tab Once you select the Show all Data button (see fig. 1) you will then be able to view all the details. 7

8 Figure 8 Full NHI Data Screen 8

9 How do I update the NHI data? If you ascertain your Medtech32 data is more up to date than the NHI data, simply click on the Update NHI button (refer to figure 5). This will take you through to the Update NHI Record screen where you can enter any/all information to be updated here. Updating Name Information Figure 9 Update NHI Record Name [1] The patients preferred name will be displayed as a default. If the patient has multiple names these will be displayed under the drop down next to the name section. To edit the other names listed under this patient, select the name to be edited in the drop down box (refer to fig. 6) and change the details as required. [2] Once new name details have been saved, select this to make this the preferred name [3] If the new name details are that which are entered in the Patient Register (F3), then you can select this button to auto-populate those details. If you are changing the name of a baby from Baby of to their given name, you need to ensure you add their new name, instead of removing the Baby of. You can mark their given name as their preferred name once it is saved. [4] Select this to add a new name for the patient 9

10 Updating Address Information The primary address details will be displayed by default Figure 10 Update NHI Record Address [1] If the patient has multiple addresses listed these will be displayed here [2] To add a new patient address, select this button [3] If you wish to update the details as per the Patient Register (F3), select this button [4] Once you create and save new address details, select this to make it the primary address for the patient 10

11 Inactivating an Address for a Patient An address can be inactivated by selecting the Inactive Address checkbox. Once you select this checkbox, the following message will be displayed: Figure 11 Confirmation of Inactivating Address Selecting yes will inactivate the address. Selecting no will not progress, and you will remain in the Update NHI Record screen. Please Note: A primary address cannot be inactivated, to inactivate a primary address, first another address set has to be made the primary address, which will then enable the address to be inactivated. Common Error Messages Maximum Address Reached A patient can only have a maximum of three active addresses at a time and one of them must be primary. If you try to add a fourth address, the following warning message will be displayed: Figure 12 Maximum Number of Addresses Reached 11

12 Reinstating an Old Address If you attempt to add an address that has previously been inactivated, you will see the following error message: Figure 13 Reinstating an old Address Selecting Override Warning and Update will update the address in the NHI and make it active again. Selecting Do Not Override will cancel the update of the patients address details in the NHI. 12