Dental practices consistently document and generate hard copies of records to uphold patient information and communication by guaranteeing compliance with healthcare standards. CareStack simplifies this process by enabling users to customise and specify the timeframe for reports, ultimately creating a personalised, printable PDF.
Watch this video for a quick overview.
Let us look at how you can easily and effectively print records.
- Select the patient using the Global Search Bar.
- In Patient Overview, select the Print option at the top.
OR,
- Navigate to Menu > select Print Patient Details.
Once you click on Print, you will find several options.
- You can select the options individually based on the requirements.
- Click Select All to get every option and Print all of them together.
- Click Deselect All to remove all selections.
- Click Print.
Profile Information
- Overview: Check this option to print information on Patient's Details, Assignments, Communication Preferences, and Other Information.
- Responsible Party Information: Check this option to print information on the Responsible Party.
- Alerts: Check this option to print information on patient alerts, which includes the Start Date, End Date, Priority, and Message.
- Allergies & Conditions: Check this option to print information on the patient's Allergies and Applicable Medical Conditions.
- Medications: Check this option to print the patient's medications.
- Current: Check this option to print the Current Medication.
- Past: Check this option to print the Past Medication.
- Future Appointments: Check this option to include the patient's future appointments.
- To include the future appointments of the patient's account members, checkmark the Include Account Appointments option.
| Tip: You can either checkmark Patient Information to print all related items or select individual items. |
Clinical and Billing-Related Items
- You can print based on the time period:
- Custom: Select a specific date range by choosing the desired From and To dates.
- YTD (Year-to-Date): Select the period between the start of the current year and the present day.
- MTD (Month-to-Date): Select the period from the start of the current month until the present date.
- All Time: Print data for the entire available time period.
- Attending Doctor's Statement: Check this option to print the Appointment Doctor's Statement, which includes information such as Patient Details, Provider Details, and Services Rendered.
- Walkout Report: Check this option to print the Walkout Report that shows future appointments and balances.
- Appointments: Check this option to print the Appointments List.
- Check the Include Account Appointments option to print the appointment list of the Account Members.
- Treatments: Check this option to print the Treatments.
| Note: Check Treatments will auto-select all the treatment statuses excluding Alternative, Hold and Conditions Marked as N/A. You can select or deselect items as desired. |
- BPE Recordings: Check this option to print the BPE recordings of the patient.
- Care Notes: Check this option to print the Clinical Notes of the patient.
- Receipts: Check this option to print Receipt details.
- Prescriptions: Check this option to print patient's Prescriptions.
- System Transactions: Check this option to print System Transaction that tracks payments, adjustments, or updates related to a patient’s account for financial and operational purposes.
- Ledger: Check this option to print patient's Ledger.
- Click Print after selecting the required options.
Practice can use this simple guide to gain insight on how to use the Print option to effectively keep records.