Practice Management on Embodia - Part 2: Scheduling

The actions described in this lesson require a Manager permission on your clinic.

This help article will go over how to set up patient properties for your clinic.

Patient properties are used to collect important information that doesn’t change frequently such as the patient's phone number, physician’s name/phone number, referral source, etc. Patient properties can be different kinds of questions. To see some examples of common patient properties please refer to the help article, Examples of patients properties.

It is important to note that you can:

• Generate reports from patient properties;
• Search for patients by patient property:
  
  

 

Add or manage patient properties 

To add or manage your patient properties, click on Patient properties under My clinic in the top bar. To add a property, click on Add a property.

Enter the name of the patient property and select the question type from the drop-down menu.

You can select from the following question types. These question types are shown below in greater detail.

• Address
• Birth date
• Date
• Drop down* 
• Multi-line text
• Number
• Phone number
• Radio button*
• Short text

*Reports can only be generated for patient properties of the types: Drop down and/or Radio button. Both of these question types also provide an option to add additional information. We will further outline this below. 

 

Patient property question types

• Address

 

• Birth date

 

• Date

 

• Drop down*: this question type allows for reports to be generated. You can also add additional information for this question type. For example, if you would like to collect specific referral sources, you can create a drop down list of your known referral sources and include any additional information, such as their address, phone and fax numbers.

• Multi-line text

 

• Number

 

• Phone number

 

• Radio button*: this question type allows users to select an answer from a list. This question type allows for reports to be generated. You can also add additional information for this question type. For example, if you would like to collect specific referral sources, you can create a radio button list of your known referral sources and include any additional information, such as their address, phone and fax numbers.

• Short text

Selecting patient property visibility:

You can select if you want the patient property to:

• Show in calendar;
• Show in patient chart;
• Show on patient invoices;
  
• Be used in patients search; 
• Be active (in order to use the patient property you must check this box).
  
  

You can always go back and make changes to where your patient properties show up later. To make changes to a patient property, click on the 'Edit' icon next to the patient property.

 

Question types that require additional information:  

Drop down and radio button questions types require more information. If the question type you have selected requires more information, the patient property will appear in red in your list.

The Delete icon will only be present if the patient property has not been used with a patient. To add the rest of the information for this patient property, click on its title:

Then follow the steps on the screen. In the example provided above (a radio button type of question), you will need to add answers to your question. To do so, click on Add an option:

Add as many options as you'd like. In this example, you may add 'Google/Search engine', 'Social media', 'Friend/Family (Word of Mouth)', etc.