Add a Custom Field If you set the Data Type on the Custom Field to Text, you will get additional options that are not available for the other Data Types. See Text Data Types for more information. From the Admin Dashboard, select Custom Fields. Select ...
The Appointment Wait List allows the User to track Patients who wish to see a Provider sooner than when a Provider is currently available. You can easily request preferred dates and times for Appointments in the future that you do not want to ...
Custom Fields can be added to any data entry screen to track specific data, such as how a patient heard about your practice. These fields provide the flexibility to capture unique or specialized information that is important to your specific workflow ...
The Keys icon shows on data entry screens and are only available to users who have permission to use the Admin Form Keys. The keys are next to the Save at the bottom of the page. Accessing the Keys for Mandatory Fields A window opens with a list of ...
Run a Patient List by a Specific Insurance Custom Encounter Query (CEQ) The criteria below produces a list of all active Patients with Medicare as their Primary Insurance. Policy - Insurance 1: EQUALS Medicare Policy - Insurance 1 - Inactive: DOES ...