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Adding Patient Information

Adding patient information in the patient tab can be done several ways depending on the information you want to add.

  • How to use the CPT Rule Setup?
  • How to set up a Patient Event?
  • How to restrict people from creating/editing/checking in patients in the schedule?
  • How to Reset the Appointment Reminders?
  • Patient Checklist
  • How to link multiple cases on the insurance?
  • How to add a Guarantor?
  • How to create a Placeholder Evaluation?
  • How to set up authorizations based on the number of units rather than visits?
  • How to search a visit using an invoice number?
  • How to resolved the message" Please make sure the Insurance value from the Insurance tab is matching the case setting's Insurance"?
  • How do I assign a date range to the patients insurance?
  • How to access PCP/Referral section via the Patient information Tab?
  • How to share uploaded patient documents?
  • How to add comments in Patients Authorization?
  • How to Add a PCP via the Patient Information Tab?
  • How to use the Waitlist feature?
  • How to Use the Patient Information Page?
  • Options within Patient Tab
  • How to add/create a case?
  • How do I add calendar visits through patient tab?
  • How do I add credit card info?
  • How do I add Insurance Information ?
  • How do I add basic patient information ?

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