Encounter Demographics Panel
From the Encounter Demographic Panel, you have access to:
- Edit: Patient Demographic Edit screen
- Forms: Run and Print Forms, such as Face Sheets, ABN, etc.
- Contacts: Add and Edit Contacts.
- Submission Names: Add and Edit Submission Names.

Related Articles
Print Forms
The forms will electronically complete with the mappable fields that you added to the form. You can print specific forms from the Patient Dashboard, Scheduling Dashboard, or Encounter Dashboard. Print a Form from the Patient Dashboard Select Patient ...
Forms, Face Sheets, and Superbills Creation
Two System Delivered Forms Face Sheet with Patient Demographics and Insurance ABN Form Create and Edit Forms A form can be a superbill, a face sheet, or any other form. You can create and maintain forms by purchasing and using a PDF Creator tool. We ...
Demographics Panel
The Demographics panel contains Patient Information. Modify Select the Modify link to make changes to the Patient's Demographics. Forms Select Forms to open Patient Forms that can be printed. Contacts Add or change Patient Contacts information. ...
Print Superbills, Facesheets, and Forms from the Calendar
In the Documentation and in your PM system, Superbills can be referred to as Encounter Forms, Fee Slips, Fee Tickets, and Tickets. Print a Batch of Superbills You must use Google Chrome to print a batch of Superbills. On the Scheduling tab on the ...
Daily Sheet
Use the Daily Sheet Report to reconcile Daily Payments and Charge activity. Filter Criteria Date (Charges) Charge Post Date: Runs Report by the date the Charge was posted in the System. DOS: Runs by Date of Service. Date (Receipts) This dropdown only ...