Category: Patient & Patient Account

How to Access Recalls & Alerts of a Patient 1. Invoke Patient Menu from the main menu to search for the patient. Patient search can be done using Patient Last Name, First Name, Patient Insurance, SSN, Home Phone, MR#, or DOB (Date of Birth). See Image 1. Image 1 2. Select the appropriate Patient from […]

The Patient Account Screen A patient account is a consolidated view of the charges billed and the claims generated for the patient to date. To access the patient account, follow the steps below. 1. Choose Patient Account from the main menu. 2. Select the patient from the Patient field by entering the first three letters […]

How to Set the Patient Account Type Info Patient account type can be set up from the Patient Demographics page. The following lines explain how to set up the account type for a patient. 1. Select Patient from the main menu; the Patient Search screen opens up. 2. Enter appropriate search parameters, and from the […]

How to Add a Referral for a Patient To add a referral source to a patient’s file, follow the steps below. 1. Click on Other Attributes from the patient demographics screen (highlighted in Image 1). Image 1 2. The Other Attributes page opens up, as shown in Image 2. Image 2 3. Select the appropriate […]

How to Add Attorney Information Attorney information of the patient can be added to the Practice Management system. The following explains the steps in doing so. 1.  Choose the patient record to whom the attorney is to be added. 2.  Click on the Other Attributes (highlighted in Image 1) to update the attorney information. Image 1 […]

How to Add Employer Employer information of the patient can be added to the Practice Management system. The following explains the steps in doing so. 1.  Choose the patient record to which the employer information is to be added. 2.  Click on the Other Attributes option (highlighted in Image 1). Image 1 3.  When Other […]

To attach an insurance card in Practice Management system, scan both the front and back sides of the insurance card. Save both the images on to the computer and then follow the below instructions. 1. Invoke Patient Menu to enable patient search where a patient can be searched (see Image 1). Image 1 2. Select […]

The Other Atrributes Page The Other Attributes page of the patient demographics contains miscellaneous information of a patient. 1. To access the Other Attributes page, select the Patient module from the left side menu. Image 1 2. Search for the patient (as in Image 1) and click on the name to open up the Patient Demographics […]

Document Manager All the documents and images of a patient are available in the Documents tab of the Patient Demographics page. Categorization of documents aids in easy search and retrieval. To access the documents/images of a patient, follow the steps below. How to Access Documents 1. Invoke the Patient Menu from the Main Menu to […]

Notes It is essential to update the notes for a patient for billing and record use. There are mainly four kinds of notes. They are: a. Patient Notes b. Case Notes c. Encounter Notes d. Line Notes Key Features 1. Notes are accessed from the Notes menu on the left of Patient Demographics page. 2. When […]