Patient Info-Overview
Overview definitions of the tabs in patient's information. Click Persons and Institutions | Patients. Select a patient
- Demographics: Patient Demographics
- Insurance: enter insurance details (insurance 1 / insurance 2)
- Contacts: patient contact / emergency contact / other providers / pharmacy
- Balances: overview of account balance (also, the Card Manager can be found here if your practice has integrated credit card processing)
- Authorizations: view/edit authorizations
- Other Details: additional billing information used on CMS 1500 form
- Notes/Image: misc. notes / patient image
- Misc.: preferred contact / language, race, ethnicity and education level
- School: school info / IEP note
- Appt. Reminder (optional): options for appt. reminder contact
- Eligibility (optional): list of insurance eligibility checks
- Portal (optional): manage patient portal account
- History: audit of all activity