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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 ...
Patient Dashboard: Balance Panel
Balance Panel Features Filters The Balance Panel can be filtered by Billing Provider, Rendering Provider, or Facility if the panel is expanded. Select the Plus icon to expand the panel. Use the Lookup icon to select a Billing/Rendering Provider ...
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 ...