Patient Information

Patient information is located below the function buttons. Many of the fields in this section contain drop-down lists that enable you to change the information displayed.

In the Patient field, the drop-down list enables you to quickly switch between different family members when posting a charge or payment.

The Responsible Party and Insurance Plan drop-down lists are initially loaded with the primary responsible party and insurance carrier assigned to the patient and can be changed, allowing you to assign charges, post payments, or make adjustments to any of the financially responsible accounts.

The Doctor, Assistant, and Clerk drop-down lists enable you to indicate who is responsible for production and collection activity for a specific transaction.

The Location drop-down list enables you to select the office in which the work is done, if different from the patient’s chart location. The Type and Status drop-down lists enable you to change the treatment type and status.

The Type and Status fields can be replaced by Banding and Completion date fields, depending on the function you selected.
The Comment and Medical Alert fields are available when accessing any financial function.