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SANDI - Patient Dashboard (Home Screen)

The Patient Dashboard is the "home" screen. Here you can lookup your client/patient account and get a wholistic view of the patients care. There are many options to drill further into detailed records, add a patient, register a visit, etc.

In this module, we will take a deeper look at the SANDI Patient Dashboard options.  


Video Training Link: SANDI - Patient Dash board (Home Screen)

****A more up to date video is coming soon, please see the updated documentation below.****


SANDI - Client and Patient Lookup and New Setup


Patient Dashboard Overview

The Patient Dashboard is designed to provide an overall view of the patients health information at a glance.

PatDashSearch

Client, Patient and Visit Information Boxes

PatDashClientPatVisitBoxes

  1. The Client, Patient and Visit Information Boxes stay static/viewable in most SANDI screens.
  2. There are additional options available under each by clicking on the down arrow.
  3. You can edit information by selecting the edit button (Pencil/paper icon).

Client Information

  • This info box displays information such as account number, name, phone and balance. 
  • Status (Will display in red when active) - is used to flag an important detail such as, delinquent account, special consideration such as awesome client, Challenging Client, CVM Employee, etc.

Drop-down Menu:

  • Contains many options include printing address labels and invoices. You can also take a payment or make an adjustment and view the Charges report.

PatDashClientBox

Edit Menu (Pencil/Paper icon):

  • Client data can be updated here and select Save to commit changes As previously mentioned, the Client, Patient and Visit information boxes remain visible as you migrate to other screens.

PatDashClientEdit

Patient Information

  • This info box displays information such as name, medical record number, breed, sex, age, color, rDVM and weight.
  • If the patient is consider inpatient their name will have a blue (I)in parenthesis, at the end. 
  • You can select weight and add/view weight and body condition. history over time.
    • A graph of weight, over time, is displayed. 
Add Weight:

bodycond

    Delete weight:

    patdashdelweight

    Drop-down Menu:

    The Patient box contains allows you to:

    • Register a new visit, add a new patient or switch to a different patient on the client's account.
    • Print options include Check-in Sheets, Consent Forms and Patient labels.
    • Finally you can admit or discharge a patient.

    PatDashPatientBox1    PatDashPatientBox2

    Edit Menu (Pencil/Paper icon):

    PatDashPatEdit

    Visit Information

    • This info box displays information such as visit number and number, admit date, reason for visit, faculty and coordinator and rDVM information.
    • The Visit Number is important when using the Nova in the ER. More info here: How to run a NOVA Test 

    Drop-down Menu:

    • When there is no Visit registered the Visit box will be empty, first image, and give you the ability to Register a visit.
    • Open Visits have the option of close or reopen

    PatDashVisitBox   PatDashVisitFilled

    Edit Menu (Pencil/Paper icon):

    • Patient data can be updated here and select Save to commit changes. 

    PatDashVisitEdit


    Patient Health Information Boxes

    Navigating Information Boxes

    1. You can scroll up/down.
    2. You can sort on any column heading by clicking it. 
    3. Each information box has an arrow à in the right corner that will open up the full information screen.

    Appointments

    Click here for detailed documentation: SANDI - Appointment Scheduler


    Temporary Account Notes

    Click here for detailed documentation: SANDI - Temporary Account Notes


    Patient Alerts

    Click here for detailed documentation: SANDI - Patient Alerts


    Communication Log

    Click here for detailed documentation: SANDI - Communications Log


    Charges/Procedure Hx

    Click here for detailed documentation: SANDI - Charge Entry (Procedures, Procedure Packages and Rx)


    Exams/Forms

    Click here for detailed documentation:

    SANDI - Medical Record Documentation (Visit Report, Image Uploads, SOAP Notes, etc.)

    SANDI - Send Reports to Clients, rDVM, etc.SANDI - Send Reports to Clients, rDVM, etc.SANDI - Send Reports to Clients, rDVM, etc.


    Rx History

    Click here for detailed documentation: SANDI - Rx History


    Visits

    Click here for detailed documentation: SANDI - Visits


    Recalls/Reminders

    Click here for detailed documentation: SANDI - Recalls, Health Tracking and Immunization History


    Labs

    Click here for detailed documentation: SANDI - VDL Lab Requisitions


    Imaging

    Click here for detailed documentation: SANDI - Radiology Information System (RIS)


    Clinical Dx

    Click here for detailed documentation: Coming Soon




    Keywords:dashboard, add, patient, lookup, find, home, search, change, edit, pet. client   Doc ID:109761
    Owner:Tina O.Group:University of Illinois College of Veterinary Medicine
    Created:2021-03-19 12:49 CDTUpdated:2022-04-28 10:02 CDT
    Sites:University of Illinois College of Veterinary Medicine
    CleanURL:https://answers.uillinois.edu/illinois.vetmed/sandi-patient-dashboard-home-screen
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