In the Scheduler, click on the name of a patient to view a shortcut menu. This shortcut menu gives you the following options.
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.
Eligibility Verification : Click on the 
icon to check the eligibility of the patient online.
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.