Patient Management

Training Videos

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

See all 14 articles

Demographics

• Address Labels
• Canadian Province Not Listed for Patient Address
• Capture a Patient Picture for Demographics
• Document a Patient's Dominant Eye
• Patient's Address Outside of USA and Canada

See all 6 articles

Documents and Images

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

Family, Contacts, and Guarantor

• Colors Displayed In 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?

Insurance

• Add Insurance Company to the Patient File
• Paperless Intake and Interviews

Patient Status

• Deactivate a Patient
• Deceased Patient
• Error Message When Merging Patients
• How to Correct Erroneous Patient File Data Entries
• Merge Duplicate Patient Files

See all 7 articles

Patient Summary

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

Recalls and Referrals

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

Rx

• Customize Prescriptions
• External Rx