General Patient Information

Patient Information Training consists of fourteen main topics:

Each topic has its own set of subtopics as listed below. Access articles by clicking on the highlighted links.

PATIENT GENERAL

SUBTOPIC	PATH	ARTICLE	VIDEO
Patient Search	Patient Search field	Article	Video
Creating a New Patient	Patient Search > Create New Patient	Article	Video
Creating a New Household	Patient Search > Create New Household	Article	Video
Overview	Patient > Overview	Article	Video
Patient Photo	Patient Ribbon > Patient Picture Icon	Article	Video

BASIC INFO

SUBTOPIC	PATH	ARTICLE	VIDEO
Patient Demographics	Patient > Patient Information	N/A	N/A
Duplicate Patients	Status dropdown	Article
Discount Plan – Sliding fees	Discount Plan dropdown	Article

MEDICAL ALERTS

SUBTOPIC	PATH	ARTICLE	VIDEO
Adding Alerts to Patients From Template	Patient > Medical Alerts > Add Medical Alert > Enter Alert > Add	Article	Video
Create New Alert – Patient Specific	Add Medical Alert > Enter Alert > Create Patient Specific Alert	Article
Expire An Alert	Select Alert > Expire	Article

PREFERENCES

SUBTOPIC	PATH	ARTICLE	VIDEO
Contact Method	Patient > Patient Information > Preferences > Preferred Contact Method	Article	Video
Language	Preferred Language
Location	Preferred Location
Appointment Day/Time	Preferred Appointment Day/Time

REFERRALS

SUBTOPIC	PATH	ARTICLE	VIDEO
Enter Market/Prof Referral	Patient > Patient Information > Referrals > Referred By	Article	Video
Enter Patient Referred By Information
Viewing Patient Referrals	Patient Referrals

NOTES

SUBTOPIC	PATH	ARTICLE	VIDEO
Add Note	Patient > Patient Information > Notes > Add Note	Article	N/A
Add Note Notifications	Add Note/Edit Note > Notification Pages	Article
Viewing Notes/Notifications	Appears on bottom right of the screen.	Article
Edit/Delete Note	Edit Note or Delete Note icon	Edit: Article Delete: Article

APPOINTMENTS

SUBTOPIC	PATH	ARTICLE	VIDEO
Recare	Patient > Appointments > Recare	N/A	Video
Future Appointments	Future Appointments
Past Appointments	Past Appointments
Missed Appointments	Missed Appointments
Search For Openings	Search for Openings OR Schedule > Search for Openings	Article	Video

RECARE

SUBTOPIC	PATH	ARTICLE	VIDEO
Assign Recare To Patient	Patient > Recare > Add New Recare	Article	N/A
Customize Patient Recare Frequency	Add/Edit Recare Interval	Article	Video

PRESCRIPTIONS

SUBTOPIC	PATH	ARTICLE	VIDEO
Create New Prescription from Template	Patient > Prescriptions > Enter New Prescription > Prescription Templates	Article	Video
Create a New Customized Prescription	Select Prescription Template > Customize	Article
Void Prescription	Select from Prescriptions List > Void Prescription	Article
Refill Prescription	Select from List > Create Refill	Article
Search Prescription History	Search field	Article

DOCUMENT MANAGER

SUBTOPIC	PATH	ARTICLE	VIDEO
Upload New Document File	Patient > Document Manager > Upload	Article	Video
Add Tags to Document	Select Document > Edit > Tags	N/A	Video
Scan New Document	Scan button	Article	N/A
Edit Document Information	Select Document > Edit	Article	Video
Export Document	Select Document > Export	Article	Video
Search/View Existing Files	List icons or Search field	N/A	Video

PATIENT CONNECTION

SUBTOPIC	PATH	ARTICLE	VIDEO
Statements	Patient > Patient Connection > Statements	Article	N/A
Statement – hyperlink	Patient > Patient Connection > Statements	Article	N/A

PATIENT FORMS

SUBTOPIC	PATH	ARTICLE	VIDEO
Request Forms	Automated Bulk: Settings > Patient Communications > Appt Confirmed Manual per patient: Patient > Overview > Patient Forms Widget	Article	Video
Sign & Complete Forms	Open form from email button or link from text message	Article	N/A
Change Form Languages	N/A	N/A	N/A
View and Edit Forms	Click on Forms button from any of the areas mentioned on the left.	Article	N/A
Viewing Completed Forms	Patient > Patient Information > Patient Forms	Article	Video
Patient Communication Form Video	N/A	N/A	Video

SIMULATION PATIENTS

SUBTOPIC	PATH	ARTICLE	VIDEO
Creating a simulation patient	Settings > Patient Care > Simulation Patients	Article	N/A
Creating simulation patient templates	Settings > Patient Care > Simulation Patients	Article	N/A
Creating multiple simulation patients	Settings > Patient Care > Simulation Patients	Article	N/A
Viewing a list of simulation patients	Settings > Patient Care > Simulation Patients	Article	N/A
Updating simulation patients	Settings > Patient Care > Simulation Patients	Article	N/A
Editing simulation patient templates	Settings > Patient Care > Simulation Patients	Article	N/A
Deleting simulation patients	Settings > Patient Care > Simulation Patients	Article	N/A

PATIENT INSURANCE

SUBTOPIC	PATH	ARTICLE	VIDEO
Add Primary Insurance Plan to Patient	Insurance Shield > Add Plan	N/A	Video
Add Secondary Insurance Plan to Patient	Set Coverage Type to Secondary	N/A	Video
Update Patient Insurance Plan Benefit Information	Select insurance plan to update > Benefits	Article	Video
End Coverage For Insurance Plan	Select insurance plan > Remove > End Coverage	Article	Video
Reassign Secondary Ins to Primary Ins for Patient	End Coverage for both primary and secondary insurance plans > Add former secondary insurance using Add Plan	N/A	Video