Patient Tab: Core Fields & Tips

Patient Tab: Core Fields & Tips

Summary: Enter patient identifiers, DOB/DOI, party type, and copy dates; use calendar or typed dates.

Quick answer

Only tick the date checkbox when you intend to set a date; otherwise the date stays blank.

What you need

  • WinCopy SQL v9.0.06+
  • Appropriate role/permissions (as required)

Steps

  1. Open Patient tab; fill name/aliases, patient ID, DOB/DOI as known.
    media/patient-tab-01.png

    [Insert screenshot for Step 1]

  2. Use date pickers or type month/day/year; leave unchecked for blank.
    media/patient-tab-02.png

    [Insert screenshot for Step 2]

  3. Set Party Type and Continuous Trauma if applicable.
    media/patient-tab-03.png

    [Insert screenshot for Step 3]

Confirm it worked

Dates and identifiers save correctly; downstream documents show accurate fields.

Troubleshooting

If dates print unexpectedly, untick the date checkbox to leave it blank.

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