Upgrade to Bp Premier Saffron, out mid January

Upgrade from any version now! Quick checklist | Upgrade from: Jade | SP1 | SP2 | SP3 | SP4

Add a new patient

For additional questions you might have about patient details, see Frequently asked questions about the patient demographic. For information about deactivating a patient record, see Mark patients as inactive or deceased.

There are at least three ways of adding a new patient to Bp Premier:

  • When booking an appointment. From the Add appointment screen, click New patient to open the New patient screen.
  • When searching for a patient. Press F2 from the main screen, and click Add new from the Open patient screen to open the New patient screen.
  • From the Patient List. Press F10 from the main screen, and click Add new.

New Patient

The information in the New Patient screen is called the 'patient demographics' in Bp Premier.

After you have created the patient record and added a minimum of details, the following tasks are also suggested.

Verify Medicare and Health Identifier numbers

You will need an active internet connection to verify HI and Medicare numbers.

To verify a Health Identifier value, click Validate next to the number field. To verify a Medicare number, populate the Medicare No., IRN, and Expiry fields and click Medicare/DVA eligibility check.

Upload a patient photo

A photo record of patients for visual identification can be useful, particularly if your practice allows arriving patients to self-check in. You must have an existing scanned or captured image file to import, such as from a digital camera at reception.

  1. Click the Patient Photo box in the top right. Browse to the photo you want to import and click Open. The photo will be displayed in a preview window.
  2. Click Save. The photo will be loaded into the photo area.
  3. Click Save to save the photo to the patient demographic.

Bp Premier will try to save the photo in the original format. However, if the format is not recognised, the photo will be saved as a .jpg file. The file is resized according to the dimensions set in SetupPreferencesGeneralResize Patient Photo if larger than Width x Height. The default size is 200 x 200.

The photo is also displayed in the top right of the patient's clinical record. You can also:

Set Head of Family

You can designate a patient to be the ‘Head of Family’ for one or more other patients. When practice staff finalise an account for a member of the family, such as a minor, the staff member can select 'Head of family' from the Bill to field and automatically bill to the patient’s designated head of family.

Automatically add a new patient to a family

To automatically add a new patient to a family:

  1. Press F10 or select View > Patients to open the Patient list screen.
  2. Search for the head of family.
  3. Right-click the head of family and select Add to family. The New patient screen will open with the Surname, address, phone number, Medicare number, health insurance and head of family fields already populated.
  4. Fill in the remaining fields and click Save.

Set next of kin

  1. From the New patient screen, click Set next to the Next of kin field. The Next of kin screen will appear.
  2. The Next of kin options are:
    • Complete the contact details. Manually entered details do not need to be a current patient.
    • Tick Use Head of family details if you just want to use the patient's head of family without linking. Changing the patient’s head of family will not automatically update the next of kin.
    • Tick Link to Head of family to link to the patient’s head of family. Changing the patient’s head of family will automatically update the next of kin.
  3. Click Save to return to the New patient screen.

Set emergency contact

  1. From the New patient screen, click Set next to the Emergency contact field. The Emergency contact screen will appear.
  2. The emergency contact options are:
    • Complete the contact details. Manually entered details do not need to be a current patient.
    • Tick Link to Head of family to link to the patient’s head of family. Changing the patient’s head of family will automatically update the emergency contact.
    • Tick Link to next of kin to link to the patient’s next of kin. Changing the patient’s next of kin will automatically update the emergency contact.
  3. Click Save to return to the New patient screen.