Patient Appointment Screen

Patient Appointment Screen

When you select a Patient's Appointment on the Calendar, it opens the Patient's Appointment screen which displays:

  1. Patient's name
  2. DOB/Age
  3. Appointment Type

Additional Patient Information

  1. Phone Numbers
  2. Address
  3. Patient's Insurance

Appointment Information

  1. Appointment Date and Time
  2. Resource
  3. Facility
  4. Instructions and Reason Notes
  5. Previous/Next Appointments

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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