Add Patient: Difference between revisions

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== Adding a Patient Record ==


'''The electronic healthcare record process starts with entering patient data.'''
The electronic healthcare record process begins by entering patient data. '''VEHRDICT''' provides both voice-driven AI entry and manual form-based entry to make this process fast, intuitive, and accurate.


VEHRDICT's simple and intuitive interface makes it easy to quickly add and edit patient information either through manual entry or using the dictation AI feature in the toolbar. Select the '''Add Patient''' tab listed under Patient Dashboard. Then fill out the appropriate fields and click "Save Changes" when finished.  
<div style="text-align:center; margin: 1.5em 0;">
[[File:Vehrdict_HowTo_AiPatientRecord_-_4K.mp4|thumb|center|600px|'''Tutorial Video''' – Learn how to add patients using VEHRDICT’s AI dictation workflow.]]
</div>


==Adding a Patient using AI==
---
To add a patient using the AI, click the "VEHRDICT AI" menu option on the left side and then click the microphone icon at the top.  Then begin speaking.  Use the command "Create a new patient record for ..." and then speak naturally and say things like "address is 123 main street", "phone number is 404-555-2323".  Continue with other information such as email, social security number, driver's license, etc.


== Adding a Patient Using AI ==


[[File:add_patient_ai.jpg|800px]]
To create a new patient record using voice commands:


# Click the microphone icon at the top toolbar.
# Say: '''"Create a new patient record for..."''' and begin speaking naturally.
  * Example: “Address is 123 Main Street”, “Phone number is 404-555-2323”, “Email is emily.j@example.com”
# When finished, say: '''"Do it"''' or click the '''Do it''' button to create the record.


<div style="text-align:center; margin: 1em 0;">
[[File:add_patient_ai_2_nx.jpg|thumb|center|600px|'''Voice Command Entry''' – Speak patient data, and VEHRDICT fills the record automatically.]]
</div>


Once the record is created:


[[File:patient_screen.jpg|800px]]
* Review the auto-filled fields.
* Click the '''Edit Patient''' button to modify or complete missing information.


<div style="text-align:center; margin: 1em 0;">
[[File:patient_screen_nx.jpg|thumb|center|600px|'''Generated Patient Record''' – Fields are editable after voice entry.]]
</div>


---


==Adding a Patient Manually==
== Adding a Patient Manually ==
To add a patient, select '''"Patient | Add Patient"''' from the WebShuttle EHR menu.  Complete all pertinent fields.  The different tabs for each page of the Add Patient form include General, Contact, Status, Guardian, Misc and Portal.  To allow the patient to access the Patient Portal, you must create an initial password for the patient on the Portal tab.


===General===
To add a patient manually:
The 'General' tab on the Patient Dashboard is where you enter and review the foundational details of a patient's profile. This includes their full name, date of birth, social security number, and contact information. It's the primary section for recording and accessing a patient's identity and demographic data, which is essential for accurate record keeping and patient identification within the healthcare system. It serves as the first step in creating a thorough and accessible medical record.


# Navigate to the main menu.
# Click '''Add Patient'''.
# Complete each section across the following tabs:
  * General
  * Contact
  * Demographics
  * Guardian
  * Misc
  * Portal


Each tab captures specific data essential for a complete patient profile.


[[File:edit_patient.jpg|800px]]
---


=== General Tab ===


The '''General''' tab captures:
* Full name
* Date of birth
* SSN
* Gender
* Basic identity information


<div style="text-align:center; margin: 1em 0;">
[[File:edit_patient_nx.jpg|thumb|center|600px|'''General Info Tab''' – Foundational patient information and demographics.]]
</div>


[[File:AddPatientHomePage.jpg|800px]]
---


=== Contact Tab ===


===Contact===
The '''Contact''' tab includes:
In the 'Contact' tab, you're prompted to provide essential information for the patient's emergency contact. This includes the contact's name, their relationship to the patient, and multiple ways to get in touch with them, such as phone numbers and email addresses. It's a critical section to ensure that the healthcare provider can quickly contact someone close to the patient if an urgent situation arises.
* Emergency contact name and relationship
* Phone numbers and email
* Additional contact preferences


<div style="text-align:center; margin: 1em 0;">
[[File:Contacttab.jpg|thumb|center|600px|'''Emergency Contact Info''' – Ensure a point of contact is recorded.]]
</div>


[[File:PatientDashboard Contact.jpg|800px]]
---


===Status===
=== Demographics Tab ===
The 'Status' tab is designated for recording personal details of the patient that may affect their care, such as marital status, employment, and living arrangements. This information helps to provide context to a patient's health and wellness, potentially influencing treatment plans and support needs.


Here, you'll record:
* Race
* Ethnicity
* Religion
* Language preferences


[[File:PatientDashboard Status.jpg|800px]]
This information helps personalize care and improve documentation compliance.


===Guardian===
<div style="text-align:center; margin: 1em 0;">
The 'Guardian' tab is where you input details about the patient's legal guardian. It's important to fill in this information, especially for patients who are minors or those with specific care needs. If the patient is their own guardian, the term '''Self''' should be selected in the '''Guardian Relationship''' field to accurately reflect their status. This ensures clear communication and proper care coordination.
[[File:Demographicstab.jpg|thumb|center|600px|'''Demographics Tab''' – Required for care personalization and reporting.]]
</div>


---


[[File:PatientDashboard Guardian.jpg|800px]]
=== Guardian Tab ===


===Misc===
Use this section for minor patients or those with appointed guardians.
The 'Misc' tab in VEHRDICT is used to manage additional patient information. Here, you can upload a photograph of the patient for identification purposes. This tab also provides a section to document sensitive information, such as the date and cause if a patient is deceased, ensuring that the patient's record is comprehensive and up-to-date.


* Enter guardian name and relationship
* Select '''Self''' if the patient is their own guardian


[[File:PatientDashboard Misc.jpg|800px]]
<div style="text-align:center; margin: 1em 0;">
[[File:Guardiantab.jpg|thumb|center|600px|'''Guardian Information''' – Critical for dependent or pediatric records.]]
</div>


===Portal===
---
The 'Portal' tab is the section within VEHRDICT where you manage patient access to their online portal. This is where you record the patient's login credentials. If you need to welcome a new patient to the portal, you can send them a welcome email directly from this tab after setting up their username and password, ensuring they have access to their personal health information.


=== Misc Tab ===


[[File:patient_portal_tab.jpg|800px]]
This flexible tab allows you to:


* Upload a photo
* Add provider assignments
* Record sensitive status info such as:
  * Deceased status
  * Notes and tags


Once each tab contains the appropriate information your Patient has now been added and their information can be accessed and/or edited from the EHR platform at any time.
<div style="text-align:center; margin: 1em 0;">
[[File:Misctab.jpg|thumb|center|600px|'''Misc Tab''' – Upload photo, assign provider, or record status changes.]]
</div>
 
---
 
=== Portal Tab ===
 
Here you enable and manage patient portal access:
 
* Set up login credentials
* Send a welcome email
* View current portal access status
 
<div style="text-align:center; margin: 1em 0;">
[[File:patient_portal_tab_nx.jpg|thumb|center|600px|'''Patient Portal Tab''' – Manage access credentials and welcome messages.]]
</div>
 
---
 
Once all required fields are filled and tabs completed, the patient record becomes active in the system and accessible for appointments, documentation, billing, and portal communication.

Latest revision as of 16:05, 20 June 2025

Adding a Patient Record

The electronic healthcare record process begins by entering patient data. VEHRDICT provides both voice-driven AI entry and manual form-based entry to make this process fast, intuitive, and accurate.

Tutorial Video – Learn how to add patients using VEHRDICT’s AI dictation workflow.

---

Adding a Patient Using AI

To create a new patient record using voice commands:

  1. Click the microphone icon at the top toolbar.
  2. Say: "Create a new patient record for..." and begin speaking naturally.
  * Example: “Address is 123 Main Street”, “Phone number is 404-555-2323”, “Email is emily.j@example.com”
  1. When finished, say: "Do it" or click the Do it button to create the record.
Voice Command Entry – Speak patient data, and VEHRDICT fills the record automatically.

Once the record is created:

  • Review the auto-filled fields.
  • Click the Edit Patient button to modify or complete missing information.
Generated Patient Record – Fields are editable after voice entry.

---

Adding a Patient Manually

To add a patient manually:

  1. Navigate to the main menu.
  2. Click Add Patient.
  3. Complete each section across the following tabs:
  * General
  * Contact
  * Demographics
  * Guardian
  * Misc
  * Portal

Each tab captures specific data essential for a complete patient profile.

---

General Tab

The General tab captures:

  • Full name
  • Date of birth
  • SSN
  • Gender
  • Basic identity information
General Info Tab – Foundational patient information and demographics.

---

Contact Tab

The Contact tab includes:

  • Emergency contact name and relationship
  • Phone numbers and email
  • Additional contact preferences
Emergency Contact Info – Ensure a point of contact is recorded.

---

Demographics Tab

Here, you'll record:

  • Race
  • Ethnicity
  • Religion
  • Language preferences

This information helps personalize care and improve documentation compliance.

Demographics Tab – Required for care personalization and reporting.

---

Guardian Tab

Use this section for minor patients or those with appointed guardians.

  • Enter guardian name and relationship
  • Select Self if the patient is their own guardian
Guardian Information – Critical for dependent or pediatric records.

---

Misc Tab

This flexible tab allows you to:

  • Upload a photo
  • Add provider assignments
  • Record sensitive status info such as:
 * Deceased status
 * Notes and tags
Misc Tab – Upload photo, assign provider, or record status changes.

---

Portal Tab

Here you enable and manage patient portal access:

  • Set up login credentials
  • Send a welcome email
  • View current portal access status
Patient Portal Tab – Manage access credentials and welcome messages.

---

Once all required fields are filled and tabs completed, the patient record becomes active in the system and accessible for appointments, documentation, billing, and portal communication.

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