This screen contains all fields as defined for the Patient Details screen (See Patient Details documentation for more information about an established Patient record).

Creating a New Patient Record:

Before you can begin any Risk Assessments on a patient, you must establish a Patient record in your local PreViser™ program.

Enter the patient's demographic information into the blank Patient Details screen.

Your first step depends on whether the Patient has already been Risk Assessed in the past at another location that used PreViser, or if they have never had a PreViser Risk Assessment before.

1. If the Patient has had a previous PreViser Risk Assessment:

This feature is called "referring" a patient within the PreViser system, and must be done before you create the new patient record. If a patient has an established record with PreViser at another location - if, for example, the patient was referred to you from another practice that uses PreViser - you may import that patient's previous risk assessment reports and add them to your newly established record for that patient. You only need to obtain the PreViser ID from the other practice; if there is a printed PreViser report in the patient's transferred records, you will find the ID on the report. This feature is for your convenience and information so that you have the most comprehensive record possible for your patient, and can show the patient the change in scores over time.

You need to enter both the PreViser ID and the required fields below.

PreViser ID: This unique identifier is used to locate and store a Patient’s report history in the PreViser system, yet keeping the information de-identified. This random 32-character ID is automatically generated by PreViser at the time the patient record is created and saved, and cannot be changed. The PreViser ID is the only way PreViser identifies a set of reports as belonging to one individual, as PreViser does not receive patients' names, etc.

Enter the PreViser ID into the blank field, click on the green "go" arrow next to that field, then complete the other fields of information for that patient, which are stored only on your local computer.

If this PreViser ID is found in the PreViser system, the web service will return a list of all completed reports associated with this individual when the record is created. (If the PreViser ID is not found, the system will notify you and you may try again in case you mis-typed.)

2. If the Patient has not had a previous PreViser Risk Assessment:

You should leave the PreViser ID field blank and enter the required Patient Information fields only (see below).

Complete the required fields as described below, then click Save (either the green Save button or the "Save for Later" text in the upper right corner). The Patient Information will be stored in the data file and a new PreViser ID will be assigned automatically to the new patient record.

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Patient Information Fields:

Privacy and security note: Remember all this individual's information remains on your computer only, and is not part of the data transmitted over the Internet to generate a report. The PreViser ID is the only identifying tag accompanying the clinical data during the transmission.

First Name: Required.

Last Name: Required.

Insurer: Defaults to none. Click the arrow to display the drop-down menu and select one choice to indicate the patient's primary insurance carrier, (from one of the carriers listed, or Other), or None if the patient has no insurance coverage.

Sex: Required. Select either Female or Male.

Date of Birth: Required. This should be in DD/MM/YYYY format. You can type in the numbers, or click on the calendar picker tool and click on the date in the calendar that pops up.

Phone: Optional.

Notes: Optional. Use this field to add any additional information you wish to the patient's record. It will appear on the main Browse All Patients screen in the list of all patients. If you have two patients named Jim Johnson, you can differentiate them with a note in this field. You may edit this field at any time.

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To exit the page:

Save:
To save the information as it is displayed, click the green Save button, or the blue "Save for Later" text link. If all the required fields are completed, the record is created, a PreViser ID is assigned to that patient, and you can return to the Home screen or start a new assessment (see below).

Cancel:
To exit the Patient Details page without saving any data you have entered, simply click the Cancel button or the blue "Delete" text link, and you can return to the Home screen. The new Patient record is not created.

Start a New Risk Assessment:
or or
After you have entered the required information, you may click either of the appropriate buttons for the type of Risk Assessment you wish to start (either Perio or Caries or Oral Cancer). This automatically creates and saves the new Patient record and opens a new Risk Assessment wizard for data entry.