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 copy a Patient, click ‘Copy’

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

C. To delete a Patient, click ‘Delete’

D. To view Patient History, click ‘History’

E. To add an Injury, click ‘Add’

F. To view an 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, 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!

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