In the Scheduler, click on the name of a patient to view a shortcut menu. This shortcut menu gives you the following options.
Eligibility Verification: Click on the 
icon to check the eligibility of the patient online.
Edit: Click on the 
icon to edit the patient information
Follow Up: Click on the 
icon to follow up on the patient and create Recurring Appointments.
Payment: Click on the 
icon to go to the Payment Entry window.
Superbill: Click on the 
icon to print the Superbill.
Financial Summary: Click on the 
icon to view the patient’s financial summary details.
Ledger: Click on the 
to view the Patient Account Ledger.
Schedule Hx: Click on the 
to view the Scheduler history for this patient.
Recalls: Click on the 
icon to add recalls/alerts for the patient.