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: Save Current View


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



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