PATIENT INFORMATION MANAGEMENT

The Patient Information component allows you to maintain demographic, insurance and financial information for a patient.

  • Add, modify, and/or view patient information on the fly
  • Identify a guarantor and/or insured parties for each patient
  • Unlimited insurance carriers and/or insured parties per patient
  • Assign financial class per patient
  • Assign billing codes per guarantor
  • Designate primary and referring physicians
  • Track level of coverage and patient responsibility at every step of the process
  • Update patient demographics in real-time
  • Track patient e-mail addresses
  • Track medical record numbers
  • Availability of Canadian province and postal codes
  • Add patient, appointment, and/or billing notes
  • Track patient contact information
  • Set up payment plan
  • View statement information
  • Access patient appointment for rescheduling purposes
  • View appointment history
  • Directly access the patient schedule
Patient Information
 
Schedule
Billing
Accounts Receivable
Charge Management
Reports
Patient Information
Payment Entry
Collections
Transaction Management
Administration
 
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