Zeiss 3000 - Register, Edit and Assign Insurance Companies

Stratus OCT User Manual PN 2660021134133 A
Data Management
7-15
• To edit a staff record, select it from the Available Staff Records list, and then
click the Edit Selected Staff Record button.
3. In either case, this activates the fields for editing. Edit the staff record fields as desired
and then click the
Save Staff Record button. Only the bolded Last Name and First
Name
fields are required; other fields are optional.
• To discard the changes befor
e saving, click the Undo Changes button. You must
confirm your choice in the C
ONFIRM dialog box.
To delete a staff record and remove references to it in all records, select it from the
A
vailable Staff Records list, and then click the
Delete Selected Staff Record button. You
must confirm your choice in the C
ONFIRM dialog box.
Assign Staff to Patient Records
You can assign registered medical staff to a patient as attending or referring physician, and
change staff
assignments in the General Data Tab of the P
ATIENT RECORD WINDOW. To do
so, follow these steps:
1. In the M
AIN WINDOW, select the desired patient and click the Edit button, or select Edit
Patient from the Patient menu (click Patient > Edit Patient). The P
ATIENT RECORD
W
INDOW appears with the default General Data Tab showing (see Figure 7-1).
2. Use the A
ttending Physician and/or Referring Physician drop-down lists to
select one from among those registered.
3. Click the OK
button to accept the changes and close the window, or click the Apply
button to apply the changes without closing the window. Click the Cancel button to
discard the changes and close the window.
Register, Edit and Assign Insurance Companies
Stratus OCT enables you to create and edit insurance company records and assign them to
patient records. Besides its record-keeping function, once you assign insurance companies
to patient records, you can search for patients by insurance company during export and
retrieve. See Advanced Search on page 7-2 for more information.

Note: Insurance company names are case-sensitive, which affects their uniqueness
in searching for them. For example, “Prudential” and “prudential” would be treated
as different names.