ChargesThe Patient window opens to the workspace or the EMR, depending on the window that was open when you last exited. At the top of the window are the main menu, the patient’s name, and the following icons:
Charges
Pay/Adj
OMS Imaging
Checkout
Scan Image
Attach Document
Minimize Patient to Dock
The workspace contains general office functions related to the patient. The tabs at the bottom of the active workspace include:
Demographics
Ledger
Claims
Trtmnt Plans
Attachments
Letters
Contact Notes
Referrals
Referral Activity
In addition to Workspace, these buttons are in the upper-right of the window:
Schedule Snapshot—Click Schedule Snapshot to get a
quick view of the day's schedule by day, provider, and location.
Use the filters to narrow the view by appointment type, and click Apply. The appointments matching
the criteria are displayed.
HIPAA—Click HIPAA for a quick view of the patient's HIPAA status and the following list of contact options:
Leave VM
Send SMS
Talk w/Family member
Send E-Mail
To set these preferences, in the Workspace window, click the Demographics tab and then click Edit. The Patient Data Entry window is displayed. Click the Extended tab, select the HIPAA options, and click Ok.
Alerts—Click Alerts to display the Alerts window for the patient. See Using Alerts for more information.
EMR—The EMR (Electronic Medical Records) window displays a patient’s clinical information. Use the EMR features to access and enter medical and surgical histories, procedures, allergies, prescriptions, and progress notes; and to manage treatment plans, clinical images, and documents. See Using the EMR Window for more information.