Related Articles
Create a third party record
On occasion, a service may be billed to a company instead of the patient, such as an insurance claim. In such cases, create invoices on the patient’s record that are directed towards the third party. There are a few steps to set up prior to creating ...
Caregiver view to create account to patient portal
1. The caregiver will receive an email: 2. They will click the link to create an account or log in if they already have one. 3. They will receive a message prompting them to verify the patient's demographics. 4. They will click the link to confirm ...
Create a patient relation with a third party
Creating a patient relation to the third party is optional but recommended. Open a patient’s client card, click on the relations tab. Along the left, highlight third party, then click ‘new’. Use the lookup to find your third-party card. Select the ...
Charting module
The charting module contains all patient charting information: chart notes, scanned documents, problems, medications, forms, letters, referrals, worklists, and, if the features are enabled, patient messaging and treatment plans. Open the charting ...
Scanned documents - annotations and stamps
Make notes on electronic documents highlighting an action or a specific part of the document for quick reference. There are several different tools that can be used here, the above example shows a clinic stamp and the highlighting tool. All available ...