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:

Banner

  • Patient's name
  • DOB/Age
  • Appointment Type

Additional Patient Information

  • Phone Numbers
  • Address
  • Patient's Insurance

Appointment Information

  • Appointment Date and Time
  • Resource
  • Facility
  • Instructions and Reason Notes
  • Previous/Next Appointments


Action Buttons on the Patient Appointment Screen



When a link is selected, a new tab or a pop-up window opens. Once you are finished, close the new tab or pop-up to return to the Patient's Appointment screen.


Modify Appointment

  • Modify 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.

Modify 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

  • The 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.
  • The Service History can also be seen on the Patient Dashboard.

Eligibility

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


Balance Information

  • 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.






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