if that patient comes back down the track as an old patient it will only show the previous practioner that treated them, it doesn't pick up the fact it is another practioner even if the appointment is made in the practioners treatment column.
This system stuffs up reports for active patients when trying to print off the summary and trying to keep abreast of who is treating who.
I even had a client come in who hadn't been in for 12months and in a report it came up with a practioners names as the treating physio who hasn't been with us for 11 months.
Can you please make it an automated thing that appointments are recognising the treating physiotherapists by where the patients name is place in the practioners column.
This is also frustrating for us as a podiatry clinic. A lot of our patients are on EPC and Medicare requires us to send letters at various times. We have templates set up for these but there is no way of selecting the practitioner (using standard letter tags) that saw them - only the linked one. As many of our patients see different practitioners each visit it is annoying to have to alter this each time we need to print a letter.
Some suggestions when using standard letters with a requirement to print a practitioner name include:
- If using the <<PracName>> letter tag, ensure that you have set the default practitioner correctly if the patient is now being seen by another practitioner.
- Alternately, you can setup a custom letter template for each practitioner e.g. GP Referral Thank You Letter – Tom Smith etc.
- Finally, if you're after the practitioner's name only, you can use the <<PreviousAppointmentPracName>> letter tag to display the practitioner that last saw the patient based on appointments in the appointment book.
I have tried using the <<PreviousAppointmentPracName>> for our letter templates as you suggested, however, there is no corresponding letter tag to pick up the previous appointment practitioners qualifications. This is necessary for us as they all have different letters not just the standard 'Podiatrist' or B.Sc etc.
Setting up individual templates per podiatrist would not be viable either as we have about 10 plus standard letters and 5 podiatrists - thus 50 letters to search through
hi we also find it a problem and are constantly having to data cleanse when a new patient sees one physio but then goes onto see somebody else. I would also like the system to recognise that when you click into a practitioner column to make the appointment and select the patient the default practitioner is automatically change. this has huge implications on billings currently.