The Patient Appointment Screen

The Patient Appointment Screen

When you select a Patient's Appointment on the Calendar, it opens the Patient's Appointment screen which displays:
  1. The Patient's name, DOB, address, the Patient's Insurance, and Appointment Information.

Action Buttons on the Patient Appointment Screen

  1. Status of the Appointment
  3. Cancel
  5. Delete
  6. Eligibility: Hover over the button to view last Eligibility Results; select the button to check Eligibility
  8. Send to a Worklist
  9. Patient Estimate (Premium add-on feature)

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 Appointment

    • 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.

  • Patient Dashboard

    • Navigates to the Patient Dashboard.

  • Edit Demographics

    • Opens the Modify Patient screen to make changes to the patient's demographics.

  • Insurance Management

    • 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.

  • Recalls

    • Opens the Recalls screen where you can Add a Patient to a Recall list.

  • Enter Copay

    • 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.

  • Enter Charge

    • Charges can be entered manually.

  • Service History

    • Shows the History of all the Patient's Encounters.

  • Eligibility

    • Shows Eligibility history with the status of the Eligibility check. This link does not check Eligibility.

Balance Information

  1. Option to select Patient or Guarantor Balance
  2. Pat Bal: Patient Balance
  3. Escrow: Payment Receipts that have not been posted to an Encounter
  4. Col Bal: Collection Balance (Encounter Balances that have been sent to Collections)
  5. Ins Bal: Insurance Balance
  6. Last Payment: Last date that a Payment was made
  7. Amount: Last Payment Amount
  8. 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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