Patient Management

Training Videos

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

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Alerts

• Alerts

Demographics

• Address Labels
• Canadian Province Not Listed for Patient Address
• Capture a Patient Picture for Demographics
• Document a Patient's Dominant Eye
• Troubleshoot Demographics Error

Diagnosis History

• Add Diagnosis to Patient's File

Documents and Images

• Add Consent Form
• Add Folder in Documents/Images
• Delete Folder in Documents/Images
• Rename Folder in Documents/Images
• RevImaging

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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
• Remove Associated Family/Contacts

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General

• Find a Deactivated Patient's File
• Patient Deactivated in Error
• Service History
• Interview History
• Set Schedule Risk for Patients

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Insurance

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

Patient Status

• Correct Erroneous Patient File Data
• Deactivate a Patient
• Deceased Patient
• Error Message When Merging Patients
• Merge Duplicate Patient's Files

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Patient Summary

• Customize Patient Summary
• Patient Summary
• What can I edit on the patient summary?
• Why does the Patient Summary print with empty pages?

Recalls and Referrals

• Error Message: Add Referral
• Patient Referrals List from Outside Sources
• Recall Report
• What is the difference between an active and assigned recall?

Rx

• Create Contact Lens Prescription
• Create Medication Prescription
• Create Optical Prescription
• Customize Prescription Message and Expiration Date
• External Rx

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