How to access Patient information

The Patient page allows you to search for patients that you are currently assigned to.  From the patient page, you can:

  • Search - search for patients by first name, last name or birth date.  When you find the patient you need, simply press their name in the list below.
  • Info - From this screen you can view the patients personal information.
  • Ins - From this screen you can view the patient's insurance, this includes all previous and  current insurance policies for the patient.
  • DX - Here you can view the patients diagnosis date and a brief description of the patient's diagnosis.
  • Auth - On this screen you can view the patient's current and previous authorizations.
  • Plans - This screen gives information about the patient's plan.
  • Once the plan is selected the following options will appear

  • Docs  -Here you can view the patient's documents given they have been uploaded. NOTE: Only documents with a .pdf file extension will be viewable from the patient's documents.