Using the Patient Chart > Using Patient Tracking

Patient History

The patient history is displayed in the center portion of the window and can include any of the following information:

• Call History

• Procedure History

• Letter History

• Status Changes

• Tracking Comments

• HIPAA Acknowledgment

• HIPAA Consent

• HIPAA Authorization

• HIPAA Disclosure

• HIPAA Complaint

• Scheduled Appointment History

• Cancelled Appointment History

• Changed Appointment History

• Completed Appointment History

• Walk In Appointment History

• No Show Appointment History

• Recall History

• Scanned Documents

• Patient Education

• Questionnaires

• If the appointment history information concerns a treatment plan appointment, the notation TxP is displayed in the Patient Tracking history.

Each item in the patient history is dated, and the Clerk Number, Assistant Number, Doctor Number, and Location are recorded, as well as the name of the clerk who scheduled or cancelled the appointment.

In addition, a document icon or image icon is displayed in the last column if the patient tracking entry has a document or image attached to it. Click the icon to display a read-only view of the document or image.

Related Topics

Using Patient Tracking

Enabling the Document Storage Feature

Saving Documents with the Document Storage Feature

Configuring Patient Tracking

Archiving E-Mail in Patient Tracking

Enabling Patient Tracking for Questionnaires

Working with the Patient Tracking Record

Tracking Recall History

Additional Function Buttons

Viewing Archived Documents