View the Clinical Record, Start a Consult, or Create a Record Update Encounter

This article explains how view a Patient or Client's clinical record in view-only mode, how to start a consult, and how to start a record update encounter.

Open a clinical record in read-only mode

You can open the clinical record in read-only mode from the appointment book or the address book if you wish to review the clinical record, but do not wish to start a consult.

To open the clinical record in read-only mode from the appointment book:

1. Navigate to the appointment book.
2. Locate the appointment for the Patient or Client whose clinical record you wish to view.
3. Right or left click the appointment and select Clinical > View record.



The Patient or Client's clinical record will open in read-only mode.

Open Patient or Client's clinical record in read-only mode from the Address book if the patient does not have an appointment.

1. Navigate to Address book > Patients or Clients.
2. Search for the Patient or Client whose clinical record you wish to view.
3. Next to the Patient or Client, click the ellipsis in the Actions column and select View clinical record.



The Patient or Client's clinical record will open in read-only mode.

When a clinical record is open in view-only mode, the patient tab at the top of the screen will appear in grey and will display a lock icon.

Start a consult

You can start a consult in Bp Omni via the appointment book, the waiting room, or the address book.

To start a consult via the appointment book:

1. Navigate to the appointment book.
2. locate the appointment that you wish to begin the consultation for.
3. Right or left-click the appointment and select Clinical > Start consult.



The Patient or Client's clinical record will open.

To start a consult from the Waiting room screen:

1. Navigate to the appointment book.
2. Click Waiting room. The Waiting room screen will appear.
3. Click the patients name.



The Patient or Client's clinical record will open.

Start a consult from the Address book if the patient does not have an appointment:

1. Navigate to Address book > Patients or Clients.
2. Search for the Patient or Client you wish to start a consultation for.
3. Next to the Patient or Client, click the ellipsis in the Actions column and select Start consult.



The Patient or Client's clinical record will open.

Start a Record update encounter

Record update encounters allow you to open the patient record and add updates such as claim reviews, or administrative tasks.

Start a Record update encounter from the Address book:

1. Navigate to Address book > Patients or Clients.
2. Search for the Patient or Client you wish to start a consultation for.
3. Next to the Patient or Client, click the ellipsis in the Actions column and select Start consult.



The Patient or Client's clinical record will open.