Add insurance
- Go to "Patients" > "Patients".
- Search patient by name, chart number etc.
- Click on patient's name to open patient's "Summary" screen.
- Now click on "Insurances" tab.
- Already primary insurance is there for this patient.
- Click on "Add Insurance" to add an insurance.
- Enter patient's insurance and click on "Save". If new insurance is chosen as primary, previous primary insurance will be inactive.
- Go to "Patients" > "Patients".
- Search patient by name, chart number, etc.
- Click on patient's name, to navigate patient's "Summary" screen.
- Now click on "Contact" tab.
- Click on "Add Contact".
- Enter patient's contact information and click "Save".
- Go to "Patients" > "Patients".
- Click on "Add New Patient".
- Enter patient's information and click on "Save & Next".
- Enter patient's insurance and click on "Save".
- Go to "Patients" > "Patients".
- Search patient by name, chart number, etc.
- Click on patient's name to navigate patient's Summary screen.
- Click on "Pre Auth" tab.
- Click on "Click Here To Add Authorization".
- Enter all necessary information and click on "Save".
- Go to "Patients" > "Patients".
- Click on "Add New Patient".
- Enter all necessary patient information and click on "Save & Next".
- Enter patient's insurance and click on "Save".
- Click on "Add Insurance" to an another insurance to patient.
- Enter all necessary information and click on "Save".
- Go to "Documents" > "Patient Documents".
- Search patient by name, chart number, etc.
- Click on patient's name, to navigate "Patient Document" screen.
- Select the folder from left side menu where you want to upload the document.
- Enter all necessary information and choose the file to be upload. Then click on "Upload".
- Go to "Patients" > "Patients".
- Search patient by name, chart number, etc.
- Click on patient's name to navigate patient's Summary screen.
- Click on "CareTeam" tab.
- Select Provider Type, Provider Name and click on "Save"
- Go to "Patients" > "Patients".
- Here you can find the patient with name, chart number, etc.
- Click on patient's name to navigate Patient Summary screen.
- Click on "Add/Edit Photo".
- Capture the photo and click on "Close".
- Go to "Patients" > "Patients".
- Search patient by name, chart number, etc.
- Click on patient's name to navigate patient's Summary screen.
- Click on "send Request for Registration".
- Enter e-mail ID and click on "Submit & Send Request".
- Go to "Documents" > "Fax".
- Click on "Fax Patient Documents".
- Search patient for which the documents need to be send. And click on "Select" to select patient.
- Select the documents to be faxed and click on "Send Fax".
- Select recipient name, number and enter all necessary information. Then click on "Send Fax".
- Go to "Patients" > "Patients".
- Search patient by name, chart number, etc.
- Click on patient's name to navigate patient's Summary screen.
- Click on "Contacts" tab.
- Click on "Add Contact".
- Enter all necessary information and click on "Save".
- Emergency Contact has been added for the patient. And you can edit or delete the contact here.
- Go to "Patients" > "Patients".
- Search patient by name, chart number, etc.
- Click on patient's name to navigate patient's Summary screen.
- Click on "Contact" tab to navigate contact screen.
- Click on "Edit" to change the address.
- Enter your prefer contact and click on "Update".
- Go to "Patients" > "Patients".
- Search patient by name, chart number, etc.
- Click on patient's name to navigate patient's Summary screen.
- Click on "Communication" tab.
- Select communication type, enter communication message and select "Assigned To". Then click on "Save".
- Go to "Patients" > "Patients".
- Search patient by name, chart number, etc.
- Click on patient's name, to navigate patient's Summary screen.
- Click on "Pharmacy" tab.
- Click on "Click Here to Search Pharmacies".
- Enter Pharmacy Search Criteria (e.g. - Name, Zip Code, etc.) and click on "Search".
- Choose the pharmacy from the search results as your required and click on "Add To Patient".
- Pharmacy info has been added to patient as favorite.
- If you want to add another pharmacy as your favorite, click on "Click Here to Search Pharmacies".
- Enter Pharmacy Search Criteria (e.g. - Zip Code) and click on "Search".
- Choose the pharmacy from the search results as your required and click on "Add To Patient".
- Add insurance
- Add contact
- Creating new patient without make an appointment
- How to add an authorization
- How to add and edit Patients (Demos, Insurance, Selfpay)
- How to add new document for a patient
- How to add referring physicians to patient profile CareTeam
- How to Take a picture of a patient
- Patient portal
- Send patient documents as fax
- How to add an emergency contact
- How to change patient preferred contact
- Internal communication
- Add favorite pharmacy