Edit a Contact

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• Edit an Appointment

  Edit an Appointment Click the Patient's Appointment slot. Click Edit Appointment. Make the changes in the pop-up window. Click Save [F2]. Fields that cannot be Edited Date Time Resource Person Patient Dashboard and Refresh Mark an Individual Patient ...

• Add/Edit/Remove a Case Contact

  Once the Case is saved, you can Add/Edit Contacts on the Case Dashboard. Add Contacts to a Case From the Patient Dashboard, select the Cases link. From the Cases screen, Select the Case ID. 3. In the Contact panel, select the Add button. 4. Enter the ...

• Edit an Existing Case and an Existing Authorization

  Edit an Existing Case From the Patient Dashboard Select the Cases link. Select the Case ID. Select the Edit link. From the Modify Charge Screen Select the Modify button on the Encounter Dashboard. Select the Case from the dropdown if it is not ...

• Scan Patient Documents Overview

  You can scan Patient Documents into your System using two methods: Use your local scanner to scan to a file on your computer and upload to the System. or Use IDology Direct Scanning which is a *Premium add-on feature. The Scanned Documents can be ...

• Patient Appointment Panel on the Patient Dashboard

  Patient Appointment Panel on the Patient Dashboard The Patient Appointment Panel, by default, only shows a few Appointments. To see all Appointments that have been scheduled for a Patient, select the Plus symbol (+). The Appointments are listed in ...