Patient Management - Arvi Medical Transcription Knowledge Base
Patient Management
This section provides comprehensive, step-by-step instructions for managing patient information within the Arvi Medical Transcription platform. Effective patient management is a cornerstone of the system, and these guides will walk you through the essential processes of adding, searching for, and editing patient records. With the latest updates, you can now add patients via the standard manual entry, bulk CSV import, or the new "Quick Recording" feature for immediate consultations.
Adding Patients Manually: A Step-by-Step Guide
For adding individual patients to your organisation before a consultation, the manual entry process is simple and direct.
Step 1: Navigate to the Patient Section
Log in to your Arvi Medical Transcription account and select the ‘Patients’ section from the main navigation menu.
Step 2: Initiate New Patient Entry
Click on the ‘Add New Patient’ button.
Step 3: Complete Mandatory Fields
Enter the following information:
Given Name
Family Name
Date of Birth
Gender
Step 4: Enter Optional Information
To create a more comprehensive profile, you can fill in fields such as Medical Number, Health Fund Name, Address, and Referral Doctor details.
Step 5: Save the Record
Click ‘Save’ to add the patient to your organisation's database.
Quick Recording: Adding Patients "On the Fly"
The "Quick Recording" feature allows you to start a session immediately without first creating a profile in the Patient Management section. This is ideal for busy clinics where a patient may not yet be in the system.
Step 1: Access Quick Recording
On the main dashboard, locate and click the "Quick Recording" option
Step 2: Enter Essential Details
Fill in the patient’s First Name, Last Name, Gender, and Date of Birth. You can also set the Appointment Date specifically for this session.
Step 3: Start Session
Click "Start Session" to begin the recording immediately. The system will automatically create the patient record and link the recording to it.
Importing Patients via CSV: A Step-by-Step Guide
For adding multiple patients at once, Arvi Medical Transcription supports importing data via CSV.
Step 1: Obtain the CSV Template
Contact your Super Admin or the Arvi Medical Transcription support team to obtain the correct CSV template to ensure proper data mapping.
Step 2: Prepare and Upload
Populate the template in Excel or Google Sheets, then click the ‘Upload CSV’ button within the Patients section.
Step 3: Verify
Review the list to ensure all records have been imported correctly.
Patient Search & Navigation
Finding specific records is quick and easy with the centralised search functionality.
Step 1: Use the Search Bar
Located at the top of the patient list, you can search by Name, Date of Birth, or Medical Number.
Step 2: Filter Results
You can refine your list to find specific patients or groups within your organisation.
The Patient Profile Overview
Once a patient is selected, you are taken to their dedicated profile. This area is now divided into three key sections for better clinical management:
1. Patient Details: View and edit the patient’s core information, medical numbers, and referral history.
2. Patient Recordings: VAccess a full history of all live medical sessions recorded or audio files uploaded for this specific patient.
3. Patient Letters: A centralised hub to view, edit, or resend all clinical letters and reports generated for the patient.
Editing Patient Details
To update information, simply find the patient, open their profile, and click the ‘Edit’ button. Once the changes are made, click ‘Save’ to update the record across the entire organisation.
