Patient Page
Patient Page

Patient Page Explained

Last update
February 6, 2023

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

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

A. To copy a Patient (and their injuries), click ‘Copy’

B. To edit a Patient, click the ‘Pencil’ icon in the upper right-corner of the section to edit

C. To delete a Patient, click the trashcan icon next to ‘Patient Information - Required’

D. To add an Injury, click ‘Add’

E. To view Patient History, click ‘History’

F. To view an existing Injury, click anywhere on the Injury card

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 (and their injuries), click ‘Copy’

This will Copy the patient’s information to another specified Billing Provider within your account. For more information, see the Help Article: Copy Patient.

B. To edit a Patient, click the ‘Pencil’ icon in the upper right-corner of the section to edit

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

C. To delete a Patient, click the trashcan icon next to ‘Patient Information - Required’

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

Note: Delete is only enabled if the patient does not have any associated injuries.

D. To add an Injury, click ‘Add’

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

E. To view Patient History, click ‘History’

History displays a list of all changes made to patient information.

F. To view an existing Injury, click anywhere on the Injury card

To view Bills for that injury, click anywhere on the ‘Bill List’

To view RFAs for the injury, click anywhere on the ‘RFA List’

Managing patients has never been so easy!

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