Category: Patient & Patient Account

To Preview Case Payer(s) and Case Type from the patient demographic screen, click on the Case button The Case screen opens in a new window. Once the appropriate case is selected from the list, the Case Type and the Case Payer(s) will be displayed as indicated by the highlighted fields. You can also Preview the […]

Invoke Patient Menu from the Billing Menus to search the patient. Patient search can be done using Patient Last Name, First Name, Patient Insurance, SSN,Home Phone, MR# or DOB (Date of Birth) . Select the appropriate Patient from the search result and go into the patient’s demographics. Click on Recall/Alerts button form the patient demographics page and […]

Choose Patient Account from the left main menu. Select the patient from Patient box by entering the first 3 letters of the Last Name or the MR#. Enter the Case# to view the encounters and details under the selected case. Enter DOS Date Range to view the encounter in between the selected date range. Patient […]

Authorization screen is accessed from the Patient demographic page.  click on the  Authorization button to access the screen. The Authorization is auto tracked by the system and every use of an Authorization reduces the Visits Remaining from the total number of Visits. Creating an Authorization also auto triggers an alert that can be seen on […]

Go to the Patient module from the main menu. From the Patient Search screen, search for the patient using any of the given parameters. Click on the  icon and select Generate Letter(s) option from the menu. The Patient Letter List opens in a new window. From the letter list, select PRE_COLLECTION_LETTER and click on Print Letter. The letter opens […]

A Case is automatically created when a primary insurance is added to patient’s profile. However there are occasions where case needs to be manually created. Following are the steps for creating a case manually. From Patient Demographics window click on Case button. The Case window opens up as follows. To Add a new case click on […]

From the main menu click on the Patient module. On the Patient Search screen, enter the first three letters of the Last Name/ First Name in the box provided. A list of patients fulfilling the search criteria will be displayed. Click on the  icon corresponding to the patient whose letter is to be generated. Select Generate […]

To add a Referral Source to a patient’s file, click on Other Attributes from patient demographics screen Other Attributes page opens up as shown below Select the appropriate Referral Source from the Source field list and then click on Save.  

1.  Choose existing Patient to which Attorney is to be added 2.  Click on the Other Attributes option to update the Attorney information. 3.  When Other Attributes page is opened up, attorney detail can either be updated from the existing attorney list or can be created as a new attorney to the attorney list.  4. […]

1.  Choose existing Patient to which employer is to be added 2.  Click on the Other Attributes option to update the employer information. 3.  When Other Attributes page is opened up, employer detail can either be updated from the existing employer list or can be created as a new employer to the employer list. 4.  […]