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Patient Demographic

1. 9 columns to easy identify the patient you are looking for
   1. 7 of the columns you can sort and search by.  In sample above, sort and search is set by last name.  There is an arrow pointing up in the heading labeled ‘Last Name’.  You can change it by just clicking on the heading you want to sort and search by

1. You can also find patients by their SSN and Insurance ID

Patient Database Screens

1. Buttons on top of the patient database is a portal to other parts of the program:
   1. Add Claims: There are several places you can add claims for you convenience.  Patient database is one of them
   2. Claims: One click and you can view all the patients open claims
   3. Pay & Adj: There are several places you can access Pay & Adj, Patient database is a favorite
   4. Transactions: Transact ions is just like Pay & Adj except you see ALL claims, open and closed. 
   5. Co-Pay: This is where you input ‘floating co-pay’ 
   6. Notes: Like Claims and Pay & Adj, there are several places you can access notes from.
2. Tabs: The patient database has 5 tabs (Demographics, Insurance, Files, Closed Claims, Defaults and Summary), that can easily be access by using your mouse or the shortcut keys.
3. Patient Account Number: You can set it to automatically use numeric or Alpha.  You can also assign any PAN you wish
4. Group: Groups is user definable, you can make any kind group you like and assign patients to that group.  We have several financial reports you can run by groups
5. All Fields: All the fields in the patient database are set to automatically capitalize the first letter
6. Phone Numbers: You can set a default area code.  When tabbing into the phone number field, the area code will automatically fill in

1. Insurance Tab: Is where you store the patients insurance and guarantor information

1. File Tab: A place where the Office manager to leave notes
   1. Documents; You  can attach scan documents, files to the patient record

    

   

   Default Tab: To cut down on receptiveness, we added a default tab so you can set it once, then forget it

    

   

   Summary tab: One click and you can get a quick summary of your patient

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