Planmeca Emerald - Patients; Managing Patients in Planmeca Romexis; Creating New Patients; Searching Patients

Patients
Managing Patients in Planmeca Romexis
Creating new patients
1 In Patient Management, click the Add Patient button.
The Add Patient screen opens.
2 Enter the necessary information and add a face photo if desired.
The obligatory elds are in bold text. See the Romexis User Manual for more information.
3 To save the patient into the database click the Save button in any section.
The changes are not saved unless Save button is used.
To view the newly created patient on the list, perform new patient search.
Searching Patients
Patients can be searched by ID or by name.
In Patient Management, type any part of the patient’s name or ID number into the Search eld. Matching items
automatically appear as you type.
The system looks for the letters or numbers anywhere in the patient’s name or ID. Angela, Angie, and
Dangereld are all matches for “ang” in the Search eld.
Sorting patients
Patients in the patient list can be sorted by the Date their records were previously accessed, their ID number, or their
last Name.
To sort patients click the desired sort button.
15698200.B Patients 15