How It Works

Initial Setup
Dashboard
Patient Records
Reports
Administrative Settings
Initial Setup

Dashboard

Patient Records

For New Patients
For Existing Patients
Consultation Record
Patient's EDC and Status
For New Patients

Add a new patient's Basic Information

  • Click on the Patient Menu on the lower left corner of the PxTrack patient system.
  • Then, select Patient Form.
  • Input all the patient's information.
  • Finally, click the “Save” button on the bottom left of the form to save the Basic Info.

Note: The “Save” and “Reset” buttons on the upper left are for modifying the entire module.

step 1 – new basic information

 

Adding your new Patient's Consultation

Once you have saved a new patient’s record:

  • Click on the “Consultations” button to access the patient’s list of consultations.
  • Click the “Add Consultation” button.
  • Then, input all the consultation’s details.

step 2 – adding patient consultation

 

Adding Medications

Make patient tracking more efficient by recording the medications you prescribe during the consultation. Here’s how to do so:

  • Scroll down the Consultation Tab.
  • Click the “Add Medication” button.
  • Input a brief description of the prescribed medication.
  • Click on the PDF icon beside it.
  • Finally, input additional details in the content field of the window that pops up.

You can then print it as a PDF by clicking on the PDF icon on the upper right corner. Alternatively, you can click the exit button to close the window.

step 3 – adding medication

 

Adding Consultation Fees

  • Click on the “Add Fees” button.
  • Click on the arrow down button.
  • Select a fee from the dropdown list.
  • Repeat as many times as necessary.

step 4 – adding consultation fees

 

Alternatively, click “Add Fees” from the dropdown list to add a new type of fee.

step 4-b – new consultation fees

 

Deleting Consultation Fees

On the other hand, you can also delete consultation fees that have been incorrectly recorded or are no longer applicable.

  • Click on the Fee you want to delete.
  • Click the “Delete” button.

step 4-c – deleting consultation fees

 

Scheduling Consultations

  • Click on the "Calendar” button below the Medications table.
  • Select the month and year of the next consultation by clicking on the month and year displayed.
  • Click on the “OK” button and choose the correct day for the consultation.
  • Of course, you can also use the left and right arrows beside the month and year to navigate to the months before and after the current month.
  • Then, click on the arrow down button beside it and select a time slot.

step 5 – scheduling consultations

 

Finally, click the “Save” button on the lower left corner of the window and click “Yes” to successfully record the consultation details.

step 6 – click save (important)

 

 

For Existing Patients

After your patients' initial consultations, PxTrack will already have their records stored for you. Therefore, the need to input all their details during every consultation is eliminated. Instead, access your existing patients' records through the following steps:

 

Editing your Patient's Record

  • Click on the Patient Menu on the lower left corner of the tracking system.
  • Then, select Patient List.
  • Select the patient record you want to edit.
  • Click on the edit icon on the right side of the record.
  • Update the patient’s record accordingly.
  • Finally, click the “Save” button on the lower left corner of the window and click “Yes” to successfully record the changes.

step 1 – edit patient record

 

Deleting your Patient's Record

  • Click on the Patient Menu on the lower left corner of the tracking software.
  • Then, select Patient List.
  • Select the patient record you want to delete.
  • Click on the delete icon on the right side of the record.
  • Finally, click “Yes” to confirm the deletion.

step 2 – delete record

 

Printing your Patient's Record

  • Click on the Patient Menu on the lower left corner of the PxTrack tracking system.
  • Then, select Patient List.
  • Select the patient record you want to edit.
  • Click on the edit icon on the right side of the record.
  • Finally, click the PDF icon on the upper left corner of the record. You now have a printable document of your patient’s details.

step 3 – print record

Consultation Record

In addition to patient tracking for every new patient they encounter, medical professionals also need to monitor each of their patient's individual consultations.  For this reason, the PxTrack Patient Tracking Software also has built-in features for consultation fees.

 

Adding Consultations

  • Click on the Patient Menu on the lower left corner of the tracking software.
  • Then, select Patient List.
  • Click on the patient record you want need.
  • Click on the add/plus icon.

Step 1 – add consultation

 

Editing Consultations

  • Click on the Patient Menu on the lower left corner of the tracking system.
  • Then, select Patient List.
  • Select the patient record you want to edit.
  • Click on the edit icon on the right side of the record.
  • Click on the “Consultations” button to access the patient’s list of consultations.
  • Select the consultation record you want to edit.
  • Use the scroll bar to navigate to the end of the record and click on the edit button.
  • Update the consultation’s record accordingly.
  • Finally, click the “Save” button on the lower left corner of the window and click “Yes” to successfully record the changes.

Step 2 – edit consultation

 

 

Deleting Consultations

  • Click on the Patient Menu on the lower left corner of the PxTrack tracking system.
  • Then, select Patient List.
  • Select the patient record you want to edit.
  • Click on the edit icon on the right side of the record.
  • Click on the “Consultations” button to access the patient’s list of consultations.
  • Select the consultation record you want to edit.
  • Use the scroll bar to navigate to the end of the record and click on the Delete button.
  • Finally, click “Yes” to confirm the deletion.

Step 3 – delete consultation

Patient's EDC and Status

Firstly, keep in mind that you can only add a patient’s EDC when they already have existing consultation records in the tracking software.

  • Click on the Patient Menu on the lower left corner of the tracking software.
  • Then, select Patient List.
  • Select the patient record you want to edit.
  • Click on the edit icon on the right side of the record.
  • Click on the “Consultations” button to access the patient’s list of consultations.
  • Select the consultation record you want to edit.
  • Use the scroll bar to navigate to the end of the record and click on the edit button.

 

  • On the Add Consultation window that opens, click on the “OB/Gyn History” tab on the upper left corner.
  • Then, click on the “Add Gravida” button.
  • Input the correct dates of the patient’s “Last Menstruation Period (LMP)”.
  • Similarly, input the “EDC by Ultrasound” in its respective field.
  • Click on the box adjacent to the date you want to use as the EDC’s basis.
  • Click on the “Status” field and the arrow down button.
  • Select your patient’s pregnancy status.
  • Finally, click “Save” on the bottom left corner.

Step 1 – patient edc

 

Adding a Patient's Delivery Details

  • Click on a Gravida record in the OB/Gyn History tab.
  • Click on the Status field’s arrow down button.
  • Select “Successfully Delivered” from the dropdown menu.
  • Click on the details icon on the right side of the record.
  • Input all the delivery’s details.
  • Note: You can click the “Add” icon on the lower right corner if multiple babies were delivered
  • Finally, click “Save” on the bottom left corner.

Step 2 – patient delivery details

 

Adding a Patient's Miscarriage Details

  • Click on a Gravida record in the OB/Gyn History tab.
  • Click on the Status field’s arrow down button.
  • Select “Miscarriage” from the dropdown menu.
  • Click on the details icon on the right side of the record.
  • Input all the miscarriage’s details.

Step 3 – patient miscarriage details

 

Printing a Medical Certificate

In addition to securely keeping your patients’ records, the PxTrack patient tracking software also eliminates the need to manually write medical certificates for them.

  • To do so, simply select your patient’s latest consultation record.
  • Click the “Print” button on the lower left corner.
  • Select “Medical Certificate” from the popup menu.
  • Then, input any additional details.
  • Click the PDF icon on the upper right corner.

Step 4 – print medical certificate

 

Adding an Exam Record

  • Click on the Patient Menu on the lower left corner of the tracking system.
  • Then, select Patient List.
  • Select the patient record you want to edit.
  • Click on the “Exams” button to access the Exams tab.
  • Click on the “Add Exam” button.
  • Input the exam’s details.

After that, you can even add any attachments your patient has submitted. For example, their ultrasound and other exam results.

  • To add attachments, click on the “Add Attachment” button and select an image from your computer.
  • Repeat for every attachment you want to add.
  • Finally, click “Save” on the bottom left corner.

Step 5 – add exam record

 

Searching for a Patient

  • Click on the Patient Menu on the lower left corner of the tracking software.
  • Then, select Patient List.
  • Click on the “Advance Search” button.
  • Select from the categories available by clicking on the arrow down button.

Note: When you choose to search by name, a second field will appear beside it. Click on the arrow down button and choose from the names that appear.

Step 6 – Search for a patient

Reports

Administrative Settings