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Encounter Demographics Panel
The Encounter Demographics screen provides basic demographic information, such as name, address, DOB, and phone numbers. From the Encounter Demographic Panel, you have access to: Edit: Patient Demographic Edit screen Forms: Run and Print Forms, such ...
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 Note Panel
Patient Note Panel Types of Notes Alert: An alert displays as a pop-up on the selected screen that must be closed to proceed. Billing Note: A Billing Note displays in the Note Panel on the Patient and/or the Encounter Dashboard. Contact Log: Use the ...
On-Demand Statements/Print or Upload
On-Demand Statements The On-Demand Statement option gives you the ability to produce a Statement outside of Cycle Billing. Create an On-Demand Statement Choose Statements on the Left Sidebar menu. On the Statements Management Dashboard, select the ...
Patient FAQs
Patient FAQs Alert/Header How do I remove an Alert or Header? Cases How do I add a Case? Charges How do I post a new Charge? Debit/Credit Cards: How do I add a Debit/Credit Card? Deceased How do I indicate that a Patient is deceased? How do I ...