Patient Appointment Screen
When you select a Patient's Appointment on the Calendar, it opens the Patient's Appointment screen which displays:
Banner
- Patient's name
- DOB/Age
- Appointment Type
- Phone Numbers
- Address
- Patient's Insurance
- Appointment Date and Time
- Resource
- Facility
- Instructions and Reason Notes
- Previous/Next Appointments
Status of the Appointment
Cancel
Delete
Eligibility: Hover over the button to view last Eligibility Results; select the button to check Eligibility Patient Estimate (Premium add-on feature)
Navigation Links
A second tab opens when one of the links is chosen. Close the second tab when finished to go back to the Patient's Appointment screen.
- Edit an existing Appointment.
- Prints an individual Superbill (Fee Ticket) for the patient.
- Prints a list of future appointments that the patient has scheduled. This list can be printed for the Patient.
- Prints an individual form for this patient only.
- Navigates to the Patient Dashboard.
- Opens the Modify Patient screen to make changes to the patient's demographics.
- Opens the Insurance Management screen to make changes to the Patient's Insurance.
- Only the Default Insurance displays on the Appointment screen.
- If the Insurance has been added with the status of Active, it can be changed using the Insurance Management link (Change from Active to Default).
- Hovering over the Insurance name will show details about the Insurance.
- Display of the Payer ID in the hover-over can be instrumental in selecting the correct insurance when compared to the Payer ID on the Patient's Insurance Card.
- Opens the Recalls screen where you can Add a Patient to a Recall list.
- Enter the Patient's payment. This can be a combination of a copay and a payment on account.
- If the Patient is using two different forms of Payment, such as credit card and check, make two receipts.
- Charges can be entered manually.
- Shows the History of all the Patient's Encounters.
- Shows Eligibility history with the status of the Eligibility check. This link does not check Eligibility.
- Option to select Patient or Guarantor Balance
- Pat Bal: Patient Balance
- Escrow: Payment Receipts that have not been posted to an Encounter
- Col Bal: Collection Balance (Encounter Balances that have been sent to Collections)
- Ins Bal: Insurance Balance
- Last Payment: Last date that a Payment was made
- Amount: Last Payment Amount
- Dunning: The Dunning count increases each time a Patient Payment is missed.
Service History
Shows the History of all the Patient's Encounters. These are Appointments where Charges have been entered for the Patient which creates an Encounter. If a Patient misses an Appointment, there will not be an entry on the Service History.
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