Related Articles
Find and Merge Duplicate Insurances
The merge process cannot be undone From the Admin Dashboard, select Merge Insurances. Enter Filter criteria for the insurances you want to merge. Click Search to find the duplicate insurances. Select the checkboxes beside the insurances to merge. ...
Custom Patient Query (CPQ)
Custom Patient Query (CPQ) The Custom Patient Query report is located in the Patient panel on the Reports screen and is built by the User. The content of this report is Patient related. Demographic Filters Using the Demographic filters, a Patient ...
Find and Merge Duplicate Patients
Merge Patients Duplicate Patients can be merged if specific criteria are met. This is done on the Admin Dashboard and is permission controlled. From the Admin Dashboard, select the Merge Patients button. Use the Filter criteria to find duplicate ...
Print Forms
The forms will electronically complete with the mappable fields that you added to the form. You can print specific forms from the Patient Dashboard, Scheduling Dashboard, or Encounter Dashboard. Print a Form from the Patient Dashboard Select Patient ...
Reports Criteria Overview
Most Reports default to the Post Date which is controlled by the date used in the Reference Batch. My Reports Panel: The Reports that the User has run are shown in this Panel. You can choose to see Unread reports only. Report History: This is the ...