Add patient
To view patient information, add a patient, or edit patient details, please click on patients icon on the left side menu:
Add patient:
Click on Add patients in the top right corner to add a new patient :
Once clicked on add patients: Enter the patient’s personal information:
Patient clinical details:
Scroll down to add the patient’s clinical details, such as the practitioner, reason for visit, and location:
Under patient classification, if a patient requires a classification not listed (e.g., podiatry, psychology, general), type the classification name and click ‘Add New Item’ as shown below:
Click on save to save the patient details, and it will listed on the active patient list:
Add Medical condition:
To update the patient’s medical condition, including issues, medication allergies, and previous medications, click on ‘Medical Condition’:
Add Employment details:
To update the patient’s employment details, such as occupation and employer information, click on the ‘Employer Details’ tab:
If the patient’s occupation is not listed under ‘Designation,’ type it and click ‘Add New Item’ to include it:
To add new employer details, click the ‘+’ icon near ‘Employer Details’:
Add Marketing details:
Under ‘Marketing Details,’ specify how the patient was referred (e.g., newspaper, email, personal referral) and their communication preferences for email and SMS:
Add bank details:
To add the patient’s bank account details: Select ‘Billing Details,’ choose ‘Concession’ and ‘Pensioner’ if applicable, or select ‘Standard,’ then enter the bank account information:
Add Insurance details:
To add the patient’s insurance details, use the ‘Health Fund Details’ section:
Click ‘Add New Fund’ to enter insurance information:
After entering all the patient’s information, click ‘Save’ to store the details.
Delete patient details:
To delete the patient’s information, click ‘Delete’ at the bottom of the page near ‘Save’.
To view active and inactive patient lists, select the appropriate option on the patient screen:
Please do not hesitate to contact Kavanii support for any issue that pertains or anything else that might concern you:
Email to support@kavanii.com.au