Manage Patient Information

Adding a New Patient to the EHR
Overview You can quickly add a patient manually in the EHR, and invite them to set up portal access if desired. Or have them register themselves in the onl...
Mon, 13 Mar, 2023 at 12:07 PM
Patient Information and Demographics
Overview Patient demographics, insurance information, billing information and patient portal access can all be managed in the Patient Information window in...
Tue, 19 Apr, 2022 at 1:59 PM
Insurance Information
You may choose to enter a patient's insurance information in the Insurance tab of the Patient Information block. You can enter primary, secondary, terti...
Tue, 19 Apr, 2022 at 2:13 PM
Patient's Billing Information
Overview The Billing Info tab in the Patient Information block allows you to manage the patient's billing details, including their saved payment method...
Thu, 14 Dec, 2023 at 2:48 PM
Tags
Overview Tags allow you to group, search, and view patients based on custom criteria that are not necessarily otherwise captured in the EMR.  Related A...
Thu, 12 May, 2022 at 1:45 PM
Past Medical History
Overview The Past Med Hx block in the patient's chart shows diagnoses and notes that you have added to the patient's past medical history. Rela...
Thu, 12 May, 2022 at 1:51 PM
Relationships and Shared Portal Access
Overview You can document relationships between patients, or between a patient and a non-patient (e.g., an emergency contact who is not themselves a patien...
Wed, 11 May, 2022 at 4:21 PM
Vaccine Reporting and Administration
Overview The vaccine block is found in the left hand column in both the patient's main profile page and the encounter note view. In the encounter note ...
Thu, 12 May, 2022 at 2:00 PM
Patient Vitals
The patient's most recent blood pressure (BP), weight, and height readings are shown in the BP, Weight, Height block on the patient dashboard or encount...
Thu, 15 Aug, 2024 at 9:36 AM
Allergy, Intolerance, Discontinue Rx
Hover over an entry in the Allergy, Intolerance, Discont. block to view details. Or, edit any Allergy, Intolerance, Discont. entry by clicking on the item...
Wed, 26 Jun, 2019 at 4:19 PM