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Find and Merge Duplicate Insurances
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 ...
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 ...
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 ...
Find and Merge Duplicate Patients
From the Admin Dashboard, select the Merge Patients button. Use the Filter criteria to find duplicate patients. The default criteria are First Name (cannot be unchecked), Last Name, and Date of Birth. The first names of the patients must be the same ...
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 ...