For providers, the Clinical Window will be a large part of your daily processes when recording patient information. The following article outlines all the functions within the Clinical Window and how to use them.
Before you begin
If you're new to Genie, you may benefit from our article Genie for Beginners (Clinical).
Opening the clinical window
The Clinical window can be opened from either the Appointment Book or the Patients List. To open from the Appointment Book, click once on the appointment to highlight it, and then click on the Stethoscope button or press Ctrl+K.
To open from the Patients List, double-click on the record, or press Enter on your keyboard with the patient name highlighted.
Viewing the clinical window
The Clinical Window has up to five different pages, depending on your practice type and screen resolution.
There are two different layouts for the Clinical Window. If your computer and monitor support a screen resolution of 1280x754 or higher, you can tick the the Use Large Clinical Window option in File > User Preferences > General.
This will show all major information on the "Main" tab, then additional information in the "Other" tab. It is highly recommended that you increase your screen resolution to take advantage of this feature.
If you do not Use Large Clinical Window, you will instead have a "Summary", "Notes" and "Checklists/Script Archive" tab selection. You can also utilise the Open Clinical window to Notes Page checkbox in User Preferences if you have this view selected.
|The Edit Patient button opens the patient's demographic details.||See Patient Demographics for more information.|
|The Pathology Request button opens the pathology request window.||See Ordering Pathology for more information.|
|The Radiology Request button opens the radiology request window.||See Ordering Radiology for more information.|
|The Referral/Reply button opens a referral/reply letter to send to referring doctors or usual GPs.||See Referral/Reply Letters for more information.|
|The Recall button opens the recall window.||See Recalls for more information.|
|The Open Another Patient button allows you to open another patient's clinical file. This should only be used to quickly refer to other patients to avoid confusion.||Tip: Alt + clicking on the Open Another Patient button will display a list of patients with the same Medicare number.|
|The Merge Letter Template button displays a list of available templates. This can be used for documents such as medical certificates or immunisation history.||For information on setting up these templates, please see Merged Letter Templates.|
|The Image Browser opens up either the Attachments or the Image Browser window, depending on whether ImagePro is registered.||For more information please see our Advanced Scanning, Attachments and Images article.|
|The Add Consult / Edit Consult buttons open a new consult window or edits your current consultation.||See Consultation Notes for more information.|
|The Healthshare Fact Sheets button will open an internet browser window to the Healthshare Fact Sheets website. From here, you can log into Healthshare and access fact sheets which you can provide to your patients.||See Healthshare for more information.|
|The SMS icon allows you to send an SMS to the patient or their referring doctor, and view the patient's SMS history.||For more information see SMS Reminders.|
|The My Health Record icon is used to open a patient's My Health Record. This icon changes colour to indicate whether you have been granted access.||For more information see the My Health Record section.|
The Main (or Summary plus Notes) page displays the patient’s Current Problems, Past History, Current Medication List, Allergies, Smoking and Alcohol Statuses, Pap smear details and Flag information.
If the patient has unlinked results, (i.e. in Open > Pathology & Radiology) a flashing red arrow above the contacts list will alert you to this fact. You can then view and link these results by simply clicking the X Unlinked Result(s) button.
If the patient has unlinked letters, (i.e. in Open > Incoming Letters) a flashing red arrow above the contacts list will alert you to this fact. You can then view and link these letters via the X Unlinked Letter(s) button.
The Allergies field allows you to record any allergies that the patient may have, both Drug and Non-Drug. Drug allergies will appear in the field in red text, and Non-Drug allergies will appear in blue text. Clicking the drop-down menu above the field and selecting Add... will allow you to search for a drug. When you select a drug, Genie will ask you whether you wish to add the drug to the Patient, or to the Choice List for quick selection in future. Non-drug allergies can be added by typing them in full into the search bar when clicking Add..., or by selecting Non-drug allergy from the drop-down menu.
Note: For sites not using MIMS, user-added drugs are added to the Allergies field as non-drug allergies. This means that Genie will not produce a warning for a user-added drugs when prescribing, even if the patient is marked as allergic to that drug.
The Social & Family History field is a free text field in which you can enter any further information about the patient's life that may affect their health or treatment.
The Scratchpad displays free text in red font only and is useful for information such as the patient's physiotherapist or other information that is pertinent to their care.
The Medicare No, Health Fund, Next Appt, Next Task, Next Recall and Chart No area displays relevant information for these fields. Double-clicking on the Next Appt, Next Task and Next Recall fields will take you to the corresponding area in Genie.
Adding or Deleting Current Problems / Past History
A Current Problem or Past History item can be added by clicking on the respective menu and selecting either:
- 'Add to Menu', which will be used for common problems that are likely to be used for other patients, OR
- 'New', which adds the problem only to that patient.
You can also add Current Problems to the patient via the blue plus button.
Quick Tip: Once a Current Problem or Past History record has been added to the patient's file, you can Alt + click in the date column to automatically enter in today's date.
To delete Current Problems/Past History items from the patients record, double-click on the problem and use the Delete button or right-clicking on a Current Problem, Past History or Allergies entry will display a shortcut popup window.
To delete problems from the list of Current Problems/Past History, select the relevant drop-down menu, hold down the ALT key and highlight the item to delete. Let go of your mouse, and let go of the ALT key.
What does the checkbox next to Current Problems / Past History mean?
This checkbox indicates that an entry is confidential and as such, won't appear when adding them into a letter using the expressions below.
You can also double-click on the problem/history in the patient's file and check the checkbox in here.
Drag and Drop Features for Current Problems / Past History
Records in the Current Problem and Past History list can be:
1. Sorted by simply dragging and dropping each record into the position in which you would like it to permanently appear.
2. Dragged and dropped between each other, to convert a Current Problem into a Past History for example.
3. Dragged onto a prescription to set the reason for that medication.
4. Dragged onto a consultation record to set the Primary Presenting Problem. If there is already a primary presenting problem, this becomes a secondary presenting problem.
Pap Smears and HPV Testing
The Last Pap and Last HPV fields can be filled in automatically if you download electronic results. Alternatively, they can be filled in manually to stop warnings for overdue smears/tests appearing, and to mark the patient on the Overdue Smears and Overdue HPV Testing lists (Patients > Overdue Smears/Overdue HPV Testing). If the patient is not a regular of the practice, or no longer is required to be recalled for smears or HPV testing, you can tick the Don't Recall for Pap/HPV checkboxes. For more information about using the Overdue Smears and Overdue HPV Testing lists, see The Patients Menu.
Smoking and Alcohol Status
The Smoker Status of the patient can be selected from the Smoker Status drop-down menu. If you want to remove the smoker status currently selected for the patient, click the Smoker Status drop-down menu and select Clear. Additional information related to their smoking status can be entered in the Info field to the left of the drop-down menu.
As of Genie v9.3.3, you can now create and select an Alcohol Status from a drop-down instead of checking the box and entering in additional information.
|As of Genie v9.3.3||
Genie v9.3.2 and below
If a patient had Alcohol ticked in their Clinical Window prior to updating to Genie 9.3.3, then this will show as Alcohol Ticked in the Alcohol Status drop down. If this was unticked prior to the update, then it will show as Alcohol Unticked.
Ticking the Flagged checkbox will prompt you for a reason and the number of days the patient needs to be seen by.
When a User enters a flagged patient's file, they will be notified that it is flagged and be provided with the flag reason. After the flagged date has passed, the user to which the flag is assigned will be notified when logging into Genie. Flagged patients can be viewed at any time through Patients > Flagged Patients.
The Contacts List contains:
In the top-right of the contacts list you will see the following icons:
|This checkbox will display the last 10 consultations in the display area.|
|Interested Parties is a list of people interested in this patient's care. These are generally populated by CC'ing a letter but can be modified by clicking this button.|
|The trash can icon deletes the highlighted entry in the contacts list, provided it is a record that is allowed to be deleted. Consultation records and letters are examples of records that cannot be usually be easily deleted.|
|The graph buttons graph results in PIT and/or HL7 format, respectively. In order to graph PIT results, you must have 'Extract Path Results from PIT Format' ticked in User Preferences. To graph HL7 results, see Track Individual Pathology Results in File > Maintenance & Reports.|
Individual records can be displayed in the display area by clicking on the record in the Contact List. For more information on the display area see Using the Display Area.
The up and down arrow keys can be used to navigate from record to record.
The contact list can be sorted by Date, Title and Provider by clicking the appropriate header.
The contact list can also be sorted by Type of contact by clicking the appropriate tab, i.e. Consults, Attachments, Correspondence In, Correspondence Out, Procedures, Pathology, Documents, Workcover claims, Health Assessments, Care Plans, Antenatal and Tasks. The tabs displayed will depend on what Practice Type you have set in File > Set Practice Type.
Double-clicking on an item in the Contacts list will allow you to edit the entry by opening the appropriate window.
Right-clicking on an entry will allow you to open and edit the contact, edit the name or delete. You also get the options to attach a file from either the process folder or from your computer.
If you right-click on an image you will also get the option to Compare with another image from this patients list of images. For more information, please refer to Advanced Scanning, Attachments and Images.
You can adjust the scaling of images displayed in the preview window by right-clicking on an image and choosing from the Size Image menu.
Note: This will apply the setting to all images viewed in the preview window on a per user basis.
Below the contact list is a display area. Clicking on any records in the Contact List will preview that record's contents in the display area.
Note: Although you can cut and paste, and even type in the display area, nothing you do here is saved in the actual record, you must double-click on the record in the Contact List in order to make savable changes.
Between the contact list and the display area is a splitter.
Dragging the splitter up or down will adjust the relative sizes of the contact list and display area. You will also find these splitters above prescriptions and vertically between prescriptions and the display area.
Clicking on a Current Problem or Past History item displays the Notes field of the record, as well as all consultation notes in which that problem has been set as one of the Presenting Problems.
Clicking on an allergy will display the reaction as typed in the Details field as below when adding the allergy.
Clicking on a prescription will display the MIMS Quarterly Information.
The Other page (or Checklists/Script Archive and Social pages) contains records of scripts printed for the patient, completed checklists, tasks relating to the patient, and any vaccinations the patient has had.
Checklists will display all checklists performed on the patient, which saves you having to scroll through consultation notes to find them. You can delete a checklist from the Clinical window by right-clicking on the required checklist, and selecting Delete Item from the drop-down menu.
For more information on Checklists, please see our Checklists article.
The Script Archive logs all previously printed scripts. The Info button will display all changes made to a selected medication. If the same prescription has been printed several times, it will appear several times in the archive. Prescriptions can be removed from this list by clicking the trash can icon , or by performing a Cull Script Archive. For more information, please see our Archiving and Culling article.
This area displays tasks that have been linked to the patient. For more information, please see our Tasks article.
Life Events is an area where sensitive information about the patient can be added, without typically being on display while the patient is in consultation. This area only appears when the Practice Type is set to General Practitioner.
The Vaccinations area lists all of the patient's vaccinations; this area is visible only if your Practice Type is set to General Practice, Obs/Gynae, Plastic Surgery, Anaesthetics, or Other Specialty. For more information, please see our article on Vaccinations.