Managing Patient Accounts

Accessing the Clipboard

You can access the clipboard from many areas of PracticeWorks.

The most common way to display a clipboard for a patient is to right-click on a patient’s appointment and select Clipboard.

To see the clipboard of a patient who does not have an appointment scheduled:

1. From the Lists menu, select People. The Person Pick List is displayed.

2. Select a person in the list, and click OK. The patient’s Clipboard is displayed.

Related Topics

Creating a Patient's Clipboard

Importing the Patient's Portrait

Adding a Yellow Sticky Note

Working with Page 1

Working with Page 2

Using the Clipboard's Buttons

Entering the Patient's Insurance Information

Attaching Files

Tracking Referrals

Using Miscellaneous Clipboard Functions