3 Patient Header Details

From the patient queue, click on any patient on your list. Their checklist and patient header display on the right.

At the top, the header area displays an overview of the patient’s information with quick links to different areas, including demographic info, insurance, and appointments.

Color coding enables you to see at a glance if an exam has been scheduled, if forms have been sent or received, if there is a team assigned, etc.

• orange - New patient 
• blue - New patient forms have been sent or completed
• green - all checklist items have been completed 

Patient details can be modified by clicking on any of the links in the Patient Header. For example, clicking on the patient’s name opens the Patient Details screen where you can update their name, address and whether they have insurance. The insurance designation determines if you can add an insurance carrier to the patient to be used in any future treatment options.

View or update the Exams screen. This page also has the team assignments. If the patient has been seen previously, their appointment history displays as well.

Click on each chevron to display screens and update associated information.

Entering a patient's insurance information

1. Change from Self-Pay to Insured
2. Select Carrier Name
3. If you are In-Network or follow a fee schedule place this $ here
4. Their co-insurance amount or percentage of fee insurance pays.  Always defaults to %.
5. Enter the patient's lifetime maximum remaining benefit
6. Select Verified
7. Save