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Patient Page Explained

Need to see or change patient information? The Patient Page is the right place! The Patient Page displays basic information for registered patients, including a list of injuries.

Managing patient-specific information is as simple as following these instructions:

A. To edit a Patient, click ‘Edit Patient’

B. To view Patient History, click ‘Show Patient History’

C. To copy a Patient, click ‘Copy’

D. To delete a Patient, click ‘Delete’

E. To add an Injury, click ‘Add’

Search for a Patient, then click on the Patient’s name to navigate to the Patient’s page

A. To edit a Patient, click ‘Edit Patient’

Edit Patient lets you change patient information. For more information, see the Help Article: Edit Patient.

B. To view Patient History, click ‘Show Patient History’

Show Patient History displays a list of all changes made to patient information. For more information, see the Help Article: Show Patient History. 

C. To copy a Patient, click ‘Copy’

Copy the patient’s information to a selected Billing Provider. For more information, see the Help Article: Copy Patient.

D. To delete a Patient, click ‘Delete’

For more information, see the Help Article: Delete Injury / Patient.

Note: Delete is only allowed if the patient is not assigned an Injury with associated Bill Submissions.

E. To add an Injury, click ‘Add’

Add creates a new Injury for an existing patient. For more information, see the Help Article: Add Injury.

Managing a patient with multiple injuries has never been so easy!

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