How do you find a list of all of the appointments that a patient has ever had with you, or all of the invoices that have ever been created for them? How does Juno EMR keep track of the most responsible physician for any given patient? Where can you keep notes about my patient that the administration staff will see every time they make an appointment with that client? 

This information, and much more, is kept on the patient’s Details Page (sometimes referred to as the patient’s Master Record or Demographic Record). In this section of a patient’s chart you will find information about who the patient is, communication options, their health insurance information, and a record of your patient’s relationship with your clinic. There are some small differences in the Details page based on the province in which your clinic works. 

The Top Bar

At the very top of the Details page, you will find a bar that has a number of buttons and drop-down menus. 

  1. Print - Select a label that contains information about this patient, for printing with a label printer. The PDF label options provide commonly used label types that can be printed individually, while the Print Label option will allow you to print a full-page label sheet. 

  2. Appointment - View every appointment ever booked for a patient, including upcoming appointments, as well as waiting lists to which the patient may belong. 

  3. Billing - View the billing history for this patient, or create a new invoice directly from the Details Page. 

  4. Export - Export this patient’s information into a file for import into another EMR system. This export will create a zip file that contains an XML document containing your patient’s information. For more typical patient information transfers, you can also print a patient’s chart from the Summary page in PDF format (which can be read directly).  

  5. Check Eligibility - In Ontario and BC, clicking this button will check the patient’s health insurance standing, letting you know if they can be billed through the province. You will need to be connected to your provincial billing platform (GoSecure in Ontario, Teleplan in BC) to perform these checks. 

  6. Swipe Health Card - In Ontario and BC, you can use this button and a magnetic strip card reader to update your patient’s health insurance information from that card. 

  7. Save - Save any changes that have been made to this patient’s record.

This is where we keep information about who a patient is - their namedate of birthsexspoken language, etc. It is also where we keep track of a patient’s connection status with MyHealthAccess. 

To change any of the information contained in this section, click on a text field or drop-down menu. In the case of a text field, you may make any changes with your keyboard. For drop-down menus, select one of the options provided. 

To check or update a patient’s MyHealthAccess status, click on the View or Edit MHA Status button. This will open the Patient Verification & Connection Status overlay with information about that patient’s MyHealthAccess status, and will present options for sending an invitation to the patient’s email address, as well as verifying a patient’s connection with the clinic. 

This is where we keep the patient’s addressphone numbers, and email information. This area of the patient’s chart is also the section referenced by eForms when looking for a patient’s phone number or address information. 

Each of the three phone number options (mobile, home, and work) also has a checkbox for indicating which of the three phone numbers is the patient’s primary number. Checking that box will cause that phone number to appear at the top of the patient’s chart. When none of those boxes are checked, the system defaults to the patient’s home phone. 

This is where we keep the patient’s Health Insurance NumberHealth Card Type (the province in which the health card was issued), and related dates. A patient cannot have the same health insurance number as another patient in your system. In provinces where health insurance information can be validated, the health insurance number will need to be a valid entry for the Details page to save correctly. 

In Ontario, the patient’s Version Code can be recorded under “Ver.” If the patient is a newborn in BC, the version code “66” can be used with the mother’s Health Insurance Number to indicate that the patient does not yet have one of their own. 

For out-of-province billing, it can be important that the Health Card Type and the patient’s province (in the contact information section) match. When billing from Juno EMR, the information contained in the Details Page is used to identify the patient, and the patient’s province is included in the information that is sent with your claims. In some provinces, if the patient is shown as living in BC but has an Alberta Health Card Type, the invoice will be rejected as the provincial billing system does not register that the invoice should be a reciprocal claim. Please refer to your provincial billing guidelines for more information.

This section records the persons assigned to the patient’s care - their most responsible physician (MRP), nursemidwife, and/or resident. These drop-down menus populate based upon the “type” in a provider’s user record. 

The Referral Doctor textbox is a searchable field - typing part of a doctor’s name into that field will search through your clinic’s list of referral doctors. This list will populate from either the Referral Doctors list (BC) or your Consultation Specialists list (all other provinces). Clicking a doctor’s name, as it appears below, will fill in the Referral Doctor # field with that physician’s referral number as it appears in the corresponding list. 

Patient Status is the patient’s relationship to your clinic - are they currently an active patient or inactive? Has the patient passed away? Or does the patient have a different relationship with the clinic? You can select one of the five statuses that come standard with Juno EMR by clicking on the drop-down menu and selecting one of those statuses. If none of those suit, you can also create a new custom status by clicking “Add” and typing in the name of the new status in the overlay that appears. 

Chart number can be used to identify a patient based upon an external paper chart or their identification number in another records-keeping system.

For clinics in Ontario (and by request in other provinces), the Roster Status fields will also appear in this section. This will allow you to clearly identify your patient roster and their status with their MRP. For provinces outside of Ontario, this field can also be a useful method to categorize patients, as the patient’s Roster Status will appear in the Expanded Search. 

This section is something of a catch-all for information that may not be recorded elsewhere in the patient’s chart - their privacy consent status, whether or not they are currently on one or more waiting lists, etc. 

To the right of the main body there is a section for miscellaneous information.

portrait of the patient can be uploaded for ease of identification. Clicking on the portrait section will prompt you to upload a photo of the client in either .JPG or .GIF format. 

Any information that is added to the Alert field will be shown on the Create Appointment or Modify Appointment overlay each time an appointment is created or adjusted for that patient. This information will be displayed as-written.

Notes can be used to hold information about a patient that has no other home (Canadian Armed Forces health insurance information, for instance), or information about the patient that is not necessarily related to their status or care - previous topics of discussion, names of family members, or other information that you may want to record for building and maintaining rapport.