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:
Step 1. Search for a Patient, then click on the Patient’s name to navigate to that patient’s page
A. 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.
B. To edit a Patient, click ‘Edit Patient’
Edit Patient lets you change patient information. For more information, see the Help Article: Edit Patient.
C. 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.
D. To view Patient History, click ‘History’
History displays a list of all changes made to patient information.
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.
F. To view an Injury, click anywhere on the Injury card
Managing a patient with multiple injuries has never been so easy!