Viewing patient connections

You can view a patient's complete history of communications (connections) with your office.

To view a patient's connections

1. On the Patient Connection page, review the following tabs:

   • The Statements tab

     1. ClickTap the Statements tab to display a complete history of the patient's statements.

        

        If the patient is not a guarantor, the list includes their statements and their guarantor's statements. If the patient is a guarantor, the list includes their statements and the statements of all patients that has the patient set as their guarantors.

        Each listed item is a summary of a statement, not the actual statement. There are two types of statement summaries:

        • Patient - A patient's billing statement or walkout statement.

        • Guarantor - A regular billing statement for an account, a patient's billing statement, or patient's walkout statement if they are not a guarantor for other patients.

        Tips:

        • You can clicktap a hyperlinked name in the Patient column to go to the Overview page of the corresponding patient's record.

        • You can clicktap a icon to open the corresponding patient's statement.

          Note: The icon is available only if the Add to Patient Connection toggle was set to Yes when generating that statement.

   • The Text Messages tab

     1. ClickTap the Text Messages tab to display the complete message history between the patient's primary contact and the office.

        

        Note: Ascend Academic only communicates with patient's primary contact, and does not store any messages.from anyone that is not set as a primary contact.

        You can scroll to navigate through the message thread or use the tabs under History to navigate to messages from a specific calendar date.

        Each message displays the sender's name above the message, beside the time stamp.

        Note: Your sent text messages and any auto-generated messages from the Patient Communication module do not display the sender's name.

        If the button displays while you navigate through a message thread, the primary contact has sent a new message that has not been read yet. To read the new messages, clicktap the button.