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Creating vs. Modifying Records

One of the basic operations users perform throughout the program is creating new records and editing existing records. You may have some experience with this procedure from configuring the Maintenance Screens. If you want to create a new entry, type your data into a blank form and click the Save Button. If you want to modify an existing record, load that record by double-clicking on it in a list of existing entries, make changes to the data and hit the Save Button.

This basic function applies to every input module in the program. For example, if you want to create a new patient named John Zippy, click on Intake/Patient Info on the Main Screen and start entering the information. Remember, required fields are in red. Once you enter all required fields, the Save Button will light up and you can save the record.

Now, let’s say you just opened the program and want to locate John Zippy’s Intake Record to view the information or make changes. You still start by clicking the Demographics form button on the Main Form. However, you don’t want to start typing information into the form yet, because you haven’t located John’s record. To do so, go to File -> Find (or click on the Find Icon or press Control + F) to bring up the Find Dialogue. Then locate John’s name in this form and select it (for more information, see the section on the Find Form). Click Accept, and ClinicTracker will load John’s record on the screen so that it can be viewed. At this point you can make changes if you wish, and then click the Save Button when finished.