Clipboards

A clipboard is a collection of demographic and clinical information about an individual.

To access a patient’s clipboard:

If a patient calls on the phone, click the Phone Inquiry button. The Select person on the phone window is displayed. Find the person you want and click OK. The Phone Inquiry window is displayed. Click Clipboard.
On the appointment book, right-click an appointment. A shortcut menu is displayed. Click Clipboard for. . ., and the person’s clipboard is displayed.
Select Lists > People. The Person Pick List window is displayed. Find the person you want, and click OK. The person’s clipboard is displayed.
Select Lists > Person Find List to quickly search by first or last name, address, city, phone numbers, or email address. Find the person you want, and click OK. The person's clipboard is displayed.

Tip: To access the Person Find List window from anywhere in the software, press Ctrl+F.

Page 1 contains the following information:

Name and contact information
Demographic data
Insurance information
Account balance information
Account owners and primary doctor

When the clipboard opens, Page 1 is displayed. The buttons to the right of the clipboard access other areas of information about this patient, including:

Appt hsty—Displays the appointment history, including the number of cancellations.
Tx Plan—Displays a patient’s treatment plans along with the current status. You can add and edit treatment plans.
Actions—Activates any Automation Expert AutoLinks. To add, edit, or remove AutoLinks, right-click this button.
Chart—Accesses a patient’s clinical chart.
Insurance—Opens the patient's insurance information, enabling you to add, edit, and view insurance information.
History—Accesses the Patient History window, displaying the patient's clinical history, such as prescriptions, procedures, progress notes, and forms. You can add and view contact notes about a patient.
Other info—Contains fields to enter additional data.
Related—Provides an interactive list of people with the same responsible party, lives with, or insured party.
Ledger—Opens the ledger for an account. In this window, you can add and correct payments and procedures, and you can resubmit insurance claims.
A/R Setup—Accesses the Account Information window for the responsible party associated with a patient.
CareCredit—Launches the CareCredit system.
Send E-Mail—Enables you to send e-mail messages to the address listed in the clipboard.
Attachments—Enables you to attach files to a record.
Images—Launches the Patient Image Viewer.
Eligibility—Launches online eligibility verification.
Prescriptions—Enables you to prescribe drugs for the patient and view the patient’s prescription history.
Referrals—Enables you to enter patient and professional referrals; it also displays the history of referrals related to a patient.
Snapshot—Displays a picture of a patient.

To go to the next page of the clipboard, click Page 2. The following window is displayed:

Page 2 contains the following information:

Medical alerts
Premedication information
Preferred pharmacy
Recall information
Dates of last radiographs

To exit the clipboard, click OK to save changes or Cancel to exit without saving changes.