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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 ...
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 and Post a Patient Receipt/Payment Manually
Create a Patient Receipt Manually If the Copay was not entered during the Check-in/Check-out workflow, or if your Practice does not use the Calendar, there are several ways to create a Patient Receipt. Enter NR in the Navigation box (Go-Cuts) ...