Category: Patient & Patient Account

Patient Data Upload Practice Management System now facilitates bulk patient record upload into the system from a CSV file or Excel file. Users can access the Patient module to upload patient data from a system-compatible file to the system. Requisite Import File Type: CSV file/Excel file Format: Structure and format should be compatible with Practice […]

All About Demographics Patient Demographics is the patient master page where all the personal information about a patient and their insurance details are entered and edited. 1. To access Patient Demographics, select Patient from the main menu. A patient search screen opens up (see Image 1). Image 1 2. The search fields are: last name, […]

Insurance Information Beneath the demographic details of the patient, all insurances related to the patient are listed (see Image 1). A warning is displayed (highlighted in Image 1) beside the insurance listing in the patient demographics screen if the plan is no longer active in the insurance master setup. Multiple primary, secondary, and tertiary insurances […]

Patient Merge Patient Merge is used to merge the records of two patients into a single Patient Record. How to Merge Patients Choose the Patient module from the left side menu to open up the Patient Screen. Click on the icon on the top right side of the Patient screen. This will open the Patient Merge screen with […]

What is a Case? A case is a mapping between a patient’s insurance and an encounter. A case is established for every patient and is necessary for every visit. A case identifies who the payer is for the patient’s visit. Each patient can have multiple cases, depending on the class, coverage type, or contract. Before […]

Case Switch A case serves as a link between the patient’s insurance and the Date of Service (DOS). It is essential to switch to a new case in the following situations: When the patient’s current insurance coverage changes When a claim for a specific DOS needs to be submitted to a different insurance provider Important […]

Where to Look for Statement#? As bills can be formatted differently based on the type of bill or frequency, please review the formats below to locate the statement #. For the protection of your information, statement # is mandatory to view the balance or to pay the bill. Kindly review the highlighted section to locate […]

Guarantor The guarantor is the person who is responsible for the medical bill if all other payment options (e.g., Medicaid, personal health insurance, etc.) fall short of covering the full cost of treatment. Generally, the patient himself is the guarantor. If the patient is a minor, guarantor information entry is mandatory. To add guarantor information, […]

Description The Inbox tab of the Patient Demographics page facilitates interoffice communication regarding matters related to a patient. How to Access Patient Inbox Open the Patient Demographics page of a patient and click on the Inbox tab. The below-listed sections will open up when the screen is accessed from Patient module. 1.  Inter Office Messages […]