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Search for Patient/Available Appointments
Search for a Patient's Appointments Use the Search tab to find a Patient's Appointments. To find the Patient: Use the Lookup icon; Double click in the Patient field; or With your cursor in the Patient field, use the Home key on your keyboard. Click ...
Find Patient/Guarantor/Policy Holder
To avoid duplicates, you should always search for a patient before Registering a new Patient Patient Search Select Patient on the Left Side Menu. Enter Search Criteria. Select Include Policy Holders/Contacts to search non-patients. ...
Patient Dashboard Overview
Patient Dashboard Select the Patients link on the Left Side Menu to navigate to the Find Patient/Guarantor screen. Use the Patient Lookup Filter Criteria to find a patient. Select the Patient ID to navigate to the Patient Dashboard. Register a new ...
Add/Register a New Patient
A new Patient can be registered from: Patient Lookup The Scheduling Dashboard > Patient Registration button The Calendar. The Navigation Search Box (Go-Box) You can determine which fields you want to be mandatory when adding a Patient from Patient ...
Create a Patient Receipt/Post Payment Manually
Patient Receipt Creation If the Copay was not entered during the Check-in/Check-out workflow or if your Practice does not use the Calendar: Enter NR in the Navigation box (Go-Cuts) shortcut; Use the Post Payment link on the Patient Dashboard; Use the ...