Setting Up Patients

Understanding Patient List and Patient Window Options

In the Patient List and Patient windows, you can view a list of transactions, appointments, images, documents, guarantors, and contacts associated with a patient. Use the drop-down list in the upper-right of the window to view the other patients assigned to the account.

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Note: A CareCredit icon displayed in color in the upper-right of the Patient window indicates that the patient is a CareCredit customer; an icon displayed in B&W indicates that the patient is not a CareCredit customer.

The commands available from the Options section of the Express bar or the Options menu when using Enhanced Workspace are:

• Transactions:Transactions:Views the patient transaction history.

• Eligibility:Eligibility:Checks the patient on-line insurance eligibility information. This command is only enabled if you use eVerifications insurance eligibility.

• CareCredit Integration:CareCredit Integration:Access the CareCredit integration to perform account lookups, complete online applications, and use a payment calculator.

• eReminders Settings:eReminders Settings:Displays the permitted reminder delivery methods for the patient. This command is enabled only if you have enrolled in eReminders.

• Appointments:Appointments:Views scheduled patient appointments; schedules patient or family appointments.

• Treatment Plan:Treatment Plan:Sets up and prints treatment plan procedures, accepts or declines treatment; and submits transactions for pre-authorization.

• Appt Book > Patient's Recall:Appt Book > Patient's Recall:Views the patient's next recall appointment.

• Appt Book > Patient's Next Appt:Appt Book > Patient's Next Appt:Views the patient's next appointment.

• Appt Book > Today:Appt Book > Today:Views the current date in the Daily Appointments window.

• Portrait > Show Portrait:Portrait > Show Portrait:Select this command to view the portrait associated with the patient.

• Portrait > Create Portrait:Portrait > Create Portrait:Adds a patient portrait.

• Documents:Documents:Views existing or captures new documents to attach to the patient's record.

• eForms > Review eForms:eForms > Review eForms:Displays completed eForms for the selected patient. This option is enabled only if you purchased eForms.

• eForms > Patient Settings:eForms > Patient Settings:Enables or disables eForms delivery for the patient or responsible party. This option is enabled only if you purchased eForms.

• Clinical Management > Patient Medical History:Clinical Management > Patient Medical History:Views patient medical history for the selected appointment.

• Clinical Management > Update Med Alert Date:Clinical Management > Update Med Alert Date:Updates the Alert Updated On field on the Info tab of the Patient window with the current date.

• Clinical Management > Chart:Clinical Management > Chart:Views the patient chart.

• Clinical Management > View Clinical Notes:Clinical Management > View Clinical Notes:Views, adds, edits, and deletes patient clinical notes.

• Clinical Management > View Lab Cases:Clinical Management > View Lab Cases:Views, edits, and deletes patient lab cases.

• Clinical Management > Prescription History:Clinical Management > Prescription History:Views patient prescriptions.

• Clinical Management > Outgoing Referring History:Clinical Management > Outgoing Referring History:Views patient referral history; refers patient to another doctor.

• Clinical Management > Missing Teeth:Clinical Management > Missing Teeth:Views missing teeth and annotates additional missing teeth.

• Show Images:Show Images:Displays patient images at the bottom of the window.

• Dental Imaging:Dental Imaging:Enabled if you have purchased CS Imaging software.

• MedVisor:MedVisor:Starts the MedVisor software. This command is enabled only if you have installed the MedVisor software.

• Other Management > Other Patients Referred:Other Management > Other Patients Referred:Views a list of patients referred by the selected patient; adds, edits, and deletes referred patient information.

• Other Management > Missed/Broken/Late Appointments:Other Management > Missed/Broken/Late Appointments:Views missed, broken, or late patient appointments.

• Other Management > View Tickler Entries:Other Management > View Tickler Entries:Views patient tickler entries; adds, edits, and deletes entries.

• Other Management > View Completed Claims:Other Management > View Completed Claims:Views patient completed claims.

• Other Management > View Account:Other Management > View Account:Views patient account details.

• Other Management > Patient Questionnaires:Other Management > Patient Questionnaires:Views patient questionnaire results.

• Other Management > TeamTalk:Other Management > TeamTalk:Adds, edits, and deletes patient TeamTalk notes.

• Patient Info/Forms > Patient Information:Patient Info/Forms > Patient Information:Prints patient transactions or the appointments report.

• Patient Info/Forms > Routing Slip:Patient Info/Forms > Routing Slip:Views or prints a routing slip.

• Patient Info/Forms > Account Walkout Statement:Patient Info/Forms > Account Walkout Statement:Prints an account walkout statement.

• Patient Info/Forms > Patient Walkout Statement:Patient Info/Forms > Patient Walkout Statement:Prints a patient walkout statement.

• Patient Info/Forms > Print Appointments:Patient Info/Forms > Print Appointments:Prints upcoming patient appointments.

• Letters/Labels > Quick Letters > Welcome Letter:Letters/Labels > Quick Letters > Welcome Letter:Prints or views a patient welcome letter. See Printing a Welcome Letter for more information.

• Letters/Labels > Quick Letters > Thanks to Referring Patient:Letters/Labels > Quick Letters > Thanks to Referring Patient:Views or prints a thank you letter for a patient who has referred a patient to your office. See Printing a Thanks to Referring Patient Letter for more information.

• Letters/Labels > Quick Letters > Thanks to Referring Doctor:Letters/Labels > Quick Letters > Thanks to Referring Doctor:Views or prints a thank you letter to a doctor who has referred a patient to your office. See Printing a Thanks to Referring Doctor Letter for more information.

• Letters/Labels > Quick Letters > Complete Refer Work:Letters/Labels > Quick Letters > Complete Refer Work:Views or prints a letter informing a referring doctor that your office has completed the specified work. See Printing a Complete Refer Work Letter for more information.

• Letters/Labels > Quick Letters > Referring Doctor Inquiry:Letters/Labels > Quick Letters > Referring Doctor Inquiry:Views or prints a letter to a doctor to whom you have referred a patient. See Printing a Referring Doctor Inquiry Letter for more information.

• Letters/Labels > Quick Letters > Referral Intro Note:Letters/Labels > Quick Letters > Referral Intro Note:Views or prints an introductory letter to a doctor to whom you have referred the patient. See Printing a Referral Intro Note for more information.

• Letters/Labels > Quick Letters > Excused Absence Note:Letters/Labels > Quick Letters > Excused Absence Note:Views or prints a patient excused absence letter. See Printing an Excused Absence Note for more information.

• Letters/Labels > Quick Letters > Insurance Inquiry:Letters/Labels > Quick Letters > Insurance Inquiry:Views or prints a patient insurance claim inquiry. See Printing an Insurance Inquiry Letter for more information.

• Letters/Labels > Quick Letters > New Patient Info Form:Letters/Labels > Quick Letters > New Patient Info Form:Views or prints the New Patient Information form. See Printing a New Patient Info Form for more information.

• Letters/Labels > Quick Letters > Update Patient Info Form:Letters/Labels > Quick Letters > Update Patient Info Form:Views or prints the Current Patient Update form. See Printing an Update Patient Info Form for more information.

• Letters/Labels > Quick Letters > Insurance Retreatment:Letters/Labels > Quick Letters > Insurance Retreatment:Views or prints a patient Insurance Retreatment form. See Printing an Insurance Retreatment Letter for more information.

• Letters/Labels > Quick Letters > Medical History:Letters/Labels > Quick Letters > Medical History:Views or prints the Confidential Medical - Dental History form. See Printing a Medical History Form for more information.

• Letters/Labels > Quick Letters > Delinquency Notice:Letters/Labels > Quick Letters > Delinquency Notice:Views or prints a statement of delinquency for the patient. See Printing a Delinquency Notice for more information.

• Letters/Labels > Labels > Address Label:Letters/Labels > Labels > Address Label:Prints a patient address label.

• Letters/Labels > Labels > Folder Label:Letters/Labels > Labels > Folder Label:Prints a patient folder label.

• Letters/Labels > Labels > Envelope:Letters/Labels > Labels > Envelope:Prints a patient envelope label.

• Move Patient:Move Patient:Moves the patient to an existing or a new account record.

• Show Ins Company:Show Ins Company:Displays the Insurance Company window for the selected patient. If a patient has more than one insurance, a window is displayed, asking you to select the insurance information you want to view.

• Guarantors:Guarantors:Views, adds, edits, and deletes patient guarantor and insurance information.

• History:History:Creates a history file using your word processing software. A history file enables you to enter more extensive notes about the patient.

• Contacts > By Date:Contacts > By Date:Adds, edits, or deletes patient contact information.

• Contacts > By Type:Contacts > By Type:Adds, edits, or deletes patient contact information.

• Budget Plan:Budget Plan:Adds or edits Ortho budget plan information.

• Credit Card Payment Plan:Credit Card Payment Plan:Displays the credit card payment plan window for the selected patient.

• Software Links:Software Links:Views, adds, and deletes links to other software programs.

• HIPAA:HIPAA:Adds HIPAA specific patient contact information.

• Auto Dialer:Auto Dialer:Views or dials patient phone numbers.

• Letter Expert:Letter Expert:Merges patient information with a letter expert template.

• Display Options > Show Birthdate:Display Options > Show Birthdate:Displays the Birth Date column. When this column is displayed, the User Codes column is hidden.

• Display Options > Show User Codes:
  Display Options > Show User Codes:
  Displays the User Codes column in the Patient List window. When this column is displayed, the Birth Date column is hidden.

Related Topics

Using Quick Letters

Patient List and Patient Window Notations