Setting Up Patients

Viewing Patients in an Account from Patient Windows

To view a list of patients associated with an account or the account record:

1. Select an option:

2. From the Patient List window:From the Patient List window:Select a patient, and select the drop-down list located in the upper-right corner.

3. From the Patient window:From the Patient window:Select the drop-down list located in the upper-right corner.

4. From the patient chart:From the patient chart:Click the link in the In Acct section in the patient banner.

A list of patients assigned to the account is displayed.

2. To view the record of a patient assigned to the account, select the patient.

3. To view the account record to which the patients are assigned, select Account from the drop-down list.