Patient Dashboard Overview

Patient Dashboard Overview

Patient Dashboard

Select the Patients link on the Left Side Menu to navigate to the Find Patient/Guarantor screen.

  • Select the Patient ID to navigate to the Patient Dashboard. 
  • Register a new patient.
  • Search Guarantors.
  • Run the Custom Patient Query.
  • View Recently Accessed patients.

For more information on the Find Patient/Guarantor screen, go to Patient Lookup.

The Patient Dashboard displays Demographic, Guarantor, Contacts, Balance, Insurance information, Appointments, and Documents, such as Insurance Cards and Driver's License.

Dashboard Controls

Use the Dashboard Controls panel to save your Dashboard view and restore previously removed panels.

Learn More

Demographics Panel

Patient Guarantors Panel

Patient Balance Panel

Patient Encounters

Responsible Party

Patient Active Policies Panel

Patient Note Panel

Patient Appointment Panel

Patient Documents Panel

Dashboard Controls


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