Patient Information

Access a patient’s information by clicking on the patient’s name from anywhere within the system for example the day sheet, search or timeline.

• Review all of your patient personal details.
  • Add/Edit patient information
  • Add an External File Link
  • Add/Edit a Account Number for a 3rd party billing system

• From the side navigation:
  • Patients can fill in a Patient Form
  • Scan the Patient Form QR Code to change device
    • You can hand the patient a tablet with limited system access so that they can complete their patient form without being able to navigate around the system.
  • Reset password
    • Reset a patient’s portal password if they are having trouble logging into their patient portal
  • Block Online Booking
    • Deny patients the ability to book appointments online
      • When a patient’s Online booking is blocked see how it displays on the appointment search here
  • Hide Outstanding Account on Portal
    • The patient will not be able to see their outstanding account from their portal