The below article briefly answers the most frequently asked questions our Support Team receives regarding Patients in Genie.
Before you begin
For general enquiries about the patient options in Genie, please refer to the Patients section of our Knowledgebase.
If you can't find an answer to your question below or on the Knowledgebase, please contact Genie Support who would be happy to assist.
Genie likes to be helpful but sometimes its help isn't desired! In order to stop Genie from changing Old Macdonald to Old MacDonald you will need enter the desired text into the surname text field then hold down the Alt/Option key on your keyboard before clicking out of the text box. By holding down this Alt/Option key you are telling Genie you don't need its help and will happily keep the formatting you've typed yourself.
This issue is being caused by Genie again trying to be helpful. Genie has been programmed to check the Title that is entered for a patient and use that title to determine a patient's gender. This is usually great for patients who have Ms, Mr, Mrs etc because Genie can correctly identify the gender from these titles.
Entering Mstr though confuses Genie - the Ms combination makes Genie assume you are referring to a female. In order to correctly have the gender calculated you should enter the full title of Master. Genie is able to identify Master as male and will update the record accordingly.
Genie has made it easy to find patients with upcoming birthdays. Simply navigate to Open> Patients and open the Patients menu at the top of the screen. Select Find Birthdays and you will receive the following window:
Enter the appropriate date range and select the provider if necessary. Click OK and Genie will present you with a list of patients who have a birthday in the set date range.
If you have opened a patient's Demographics window and found that their age is calculating as 0 first check that their DOB is entered correctly. If it is but their age is still 0, they may have accidentally been marked as deceased. Simply untick the Deceased box and Save. Their age should then calculate correctly.
If you are trying to merge patient records but you are getting a prompt saying you are not a member of a group with access to this function, you may not have the correct permissions in Genie.
To get access to this function you will need to adjust your Edit Groups via File> Edit Groups. If you don't have access to this, it will need to be done by a user that does. Locate the group you are in by selecting the groups on the left hand side. Clicking a group will show the members on the right hand side.
Once you've found your group, select the Patient tab and put a tick in the Merge Patient Records box. Select Save and you should now be able to merge patient records.
Please note: Any changes made to your group in Edit Groups will apply to all members of that group. If you wish this to apply only to a particular user, you will need to add this user to a new group. For more information on Edit Groups, please review our Edit Groups article.
Before merging patient records we recommend ensuring that you have a backup that you can restore if necessary. We also suggest performing this in Solo on the server.
Occasionally you will get an alert that a patient's record is locked. This will come up if someone else already has the window open. If you know that no other user is currently accessing it but Genie still says it is locked, you will need to try dropping the user. If this doesn't work then the Genie Server application will need to be restarted when all users are able to log off. For more information on Locked Patient Records, please refer to our article on Locked Record Alert
Genie has a built in function that allows you to find patients who haven't been seen by any of your users in a while. To do this, navigate to Open> Patients. Select the Patients menu and choose Find Inactive Patients. You will be prompted to set a time frame as below:
Enter the time frame you wish to search for and select OK. Genie will prompt you with the below message:
Selecting Make Inactive will mark all of these patients as inactive in your database and then show you the list of patients. Selecting Keep Active will simply give you the list of patient names.
Please note: Genie will base this off the Last Seen Date. This date is when the Clinical Window for this patient was last opened. If it has never been opened and the Last Seen Date is 00/00/0000, this patient will also show up in this list.