Add/Register a New Patient (Table of Contents)

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• Add/Register a New Patient

  A new Patient can be registered from: Patient Lookup The Scheduling Dashboard > Patient Registration button The Calendar. The Navigation Search Box (Go-Box) You can determine which fields you want to be mandatory when adding a Patient from Patient ...

• Patient Dashboard Overview

  Patient Dashboard Select the Patients link on the Left Side Menu to navigate to the Find Patient/Guarantor screen. Use the Patient Lookup Filter Criteria to find a patient. Select the Patient ID to navigate to the Patient Dashboard. Register a new ...

• Global Patient Search

  Billing services often have multiple Databases where the same Patients are seen, or when patients call, they do not know the Practice or Provider name. To make the search more efficient, the Global Search checkbox can be used to search for ...

• Statements/Invoices Overview

  Statements/Invoices Overview Statement and Invoice Profiles must be set up before Statements can be sent. Statements and Invoices must be set up separately. Both require Proofs to be approved. Statement Profiles Setup Statement/Invoice Test Batch and ...

• Add a Recall to a Patient

  A Patient can be added to the Recall List on the Patient Dashboard in the Patient Appointment panel or on the Appointment screen. If a Patient has one or more Open Recalls, they can be viewed while scheduling an Appointment. Add a Recall On the ...