Patient Management and Schedule

Training Videos

• Video - Additional Patient Information
• Video - Alerts to Immunizations
• Video - Demographics
• Video - Family and Contacts
• Video - Patient Account and Invoicing
• Video - Patient Check In

Alerts

• Alerts

Demographics

• Audit Log: Track Actions Related to Patient Demographics
• Canadian Province Not Listed for Patient Address
• Capture a Patient Picture for Demographics
• Document a Patient's Dominant Eye
• Patient Address Outside of USA and Canada
• Required Fields Within Demographics

Documents and Images

• Delete Folder in Documents and Images
• RevImaging
• Scanner Instructions

Family, Contacts, and Guarantor

• Colors displayed in the Family/Contacts Pod
• Define Family Member Relationship/Role
• Error Received When Removing an Associated Family Member
• Recommended use of 'Contact' within a Patient's File
• What is the difference between Guarantor, Head of Household, and Policy Holder?

Patient Status

• Deactivate a Patient
• Deceased Patient
• Error Message When Merging Patients
• Merge Duplicate Patient Files
• Update Patient Status
• What does an asterisk (*) mean that is next to the patient name?

Patient Summary

• Customize Patient Summary
• Patient Summary
• Why does the Patient Summary print with empty pages?

Recalls and Referrals

• Create Recall
• Error Message: Add Referral
• Patient Referrals List from Outside Sources

Schedule

• Appointment Creation
• Appointment Slots
• Provider Management
• Schedule Filter
• Schedule Items
• Schedule Reports
• Schedule Navigation and Configuration
• Training Videos
• Wait List

• Why is my schedule printing with the incorrect time?