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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
Skip to end of metadata Go to start of metadata To avoid duplicates, you should always search for a patient before Registering a new Patient Patient Search Click Patient on the Left Side Menu. Enter Search Criteria. Select Include Policy ...
Global Patient Search
Billing services often have multiple Databases where the same Patients are seen, or when patients call, they do not know the Practice or Provider name. To make the search more efficient, the Global Search checkbox can be used to search for ...
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 ...
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 ...