The Patients Manager is a helpful utility for making alterations in bulk to patient records, specifically;

o      Ensuring that all patient's names are formatted with the same case structure (e.g. all UPPERCASE).

o      Where possible, ensuring that the patient's gender matches their title (e.g. Mr = Male). Upon creating a new patient record the patient's gender is entered automatically, based on the patient's title. But this is not compulsory information, and it may be that you have a number of patient records (perhaps after merging a secondary database from another surgery) that don't have a gender recorded against them. Note also that this works only for patients with a recorded gender of 'Male' or 'Female', and will not work for genders of 'Intersex/Other'.

Whilst it is not compulsory to record a gender it is important to know that if you do not, you will not have access to some functionality for that patient, such as the Obstetric tab and the Cervical Cytology Request window. Furthermore, some patient prompts will not appear (cervical cancer vaccinations, for example), drug interaction checking for pregnant patients will not be active and conducting searches for patients where the criteria includes gender will not return the patients in question.

Accessing the Patients Manager

1.      Locate and double-click the MedicalDirector Maintenance icon on your desktop. The MedicalDirector Maintenance window appears.

2.      Select the Database Tasks > Common menu item.

3.      Double-click

(Optional) If this is the first time you have tried to access the Patient Manager during this session of working in MedicalDirector Maintenance, you will be prompted to select a Configuration, and enter your Username and Password.

4.      The Patient Manager wizard appears.

5.      Click to continue. The Select Actions window appears.


Select the check box appropriate to the action to perform on your patient demographic data. For example, to store your patient first name, surname and address in uppercase (MR JOHN SMITH, 45 TEST STREET), select the Uppercase Patient Database option.

6.      Click when you are ready to proceed. The status of the action being performed is displayed.

7.      Click after the completion of the update process.