Using the Workspace

The Workspace contains general office features and functions.

The Patient Demographics section displays the patient's ID number, name, demographics, doctor, and visit dates. The patient's portrait, if available,is also displayed.

The patient's last payment and statement are also displayed in the Patient Demographics section, along with the patient's balance due and pending insurance amounts.

Use the tabs at the bottom to access specific workspace functions.

Use the Additional Features panel to select which  feature tabs to display, such as Ledger, Letters, Statement History, Stage Tracking, Referrals, and so forth.

 

Related Topics

Contact Notes

Patient Claims