The Patients Manager is a helpful utility for making alterations in bulk to patient records, specifically;
Ensuring that all patient's names are formatted with the same case structure (e.g. all UPPERCASE).
Where
possible, ensuring that the patient's sex at birth matches their
title (e.g. Mr = Male). Upon creating a new patient record the
patient's sex at birth is entered automatically, based on the
patient's title. But this is not compulsory information, and it
may be that you have a number of patient records (perhaps after
merging a secondary database from another surgery) that don't
have a gender recorded against them. Note also that this works
only for patients with a recorded sex at birth of 'Male' or 'Female',
and will not work for genders of 'Intersex/Other'.
Whilst it is not compulsory to record a gender it is important
to know that if you do not, you will not have access to some functionality
for that patient, such as the Obstetric tab and the Cervical Cytology
Request window. Furthermore, some patient prompts will not appear
(cervical cancer vaccinations, for example), drug interaction
checking for pregnant patients will not be active and conducting
searches for patients where the criteria includes gender will
not return the patients in question.
Gender |
Accepted Titles |
Male |
Mast, Mstr, Master, Mst, Mr |
Female |
MIss, Ms, Mrs |
Accessing the Patients Manager
Locate
and double-click the MedicalDirector Maintenance icon 
on your desktop. The MedicalDirector Maintenance
window appears.
Select
the Database Tasks
> Common menu item.
Double-click
(Optional) If this is the first time you have tried to access
the Patient Manager during this session of working in MedicalDirector
Maintenance, you will be prompted to select a Configuration,
and enter your Username and Password.
The Patient Manager wizard appears.
Click
to
continue. The Select
Actions window appears.
Select the check box appropriate to the action to perform on your
patient demographic data. For example, to store your patient first
name, surname and address in uppercase (MR JOHN SMITH, 45 TEST
STREET), select the Uppercase Patient Database
option.
Click
when
you are ready to proceed. The status of the action being performed
is displayed.
Click
after
the completion of the update process.