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 ...
Add a Recall to a Patient
A Patient can be added to the Recall List on the Patient Dashboard in the Patient Appointment panel or on the Appointment screen. If a Patient has one or more Open Recalls, they can be viewed while scheduling an Appointment. Add a Recall On the ...