Category: Patient & Patient Account

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 […]

Patient Eligibility Patient eligibility for a specific insurance for a given period can be checked anytime at the Eligibility screen. 1. Invoke Patient Menu to enable patient search, where a patient can be searched (refer to Image 1). Image 1 2. Select the Patient and click on the Eligibility button from the patient demographic page […]

Statement History Statement History contains a list of patient statements generated for the selected patient. A patient statement presents the details of the due amount, such as the statement date, charges billed, the amount paid by insurance, the amount paid by the patient, the adjusted amount, the balance, the generation date and time, etc. How […]

Patient Ledger Ledger is the financial summary of a patient. It is the window where you can view the summary of all financial transactions related to the patient. It gives a snapshot of the details of the individual claims, like DOS, diagnoses, units, charges billed, amount paid by patient, paid by insurance, adjustment, refund, etc. […]

Key Features of Schedule History 1. The schedule history shows all the appointments for the patient to date. 2. The listing on the scheduler history tab is a clickable link that opens the appointment details screen. Click on any row in the listing to open the appointment details in a view-only mode (see Image 4). […]

About Demographic Sheet Report Demographic Sheet Report displays the demographic information of a patient in a printable form to get the signed consent of the patient regarding treatment costs. To access a patient’s demographics report, follow these steps. How to Access 1. Select Patient from the main menu. The Patient Search screen opens up. Search […]

Patient Labels Practice Management System facilitates the generation of demographic labels and Avery 5160 Lab (Adhesive type) labels. To create the labels, follow the steps below. Generating Patient Labels 1. Select Patient from the main menu. The Patient Search screen opens up. Search for a patient by typing in either the patient’s last name, first […]

How to Generate Custom Letters Custom letters include appointment excuse slips, consent for treatment of minors, disability certificates, etc. To generate custom letters for the patient, follow the steps below. 1.  From the main menu, select Patient module. 2. On the Patient Search screen, enter the first three letters of the Last Name, First Name, […]