Patient Details brings important administrative and clinical information into one table. Use it to find work that may need attention without opening every patient chart.
In this guide, we'll cover:
Opening Patient Details
Finding a patient
Understanding the table
Using the page as a work queue
Opening Patient Details
To open Patient Details:
From the left menu, expand Home.
Select Patient Details.
Finding a patient
Use Search by Patient Name to find someone. Select Filter to narrow the list.
Understanding the table
Each row can show:
Name and Email ID: The patient's name and email address.
Care Team: The clinicians assigned to the patient.
Last Appointment: The most recent appointment.
Next Appointment: The next scheduled appointment.
Unsigned Notes: Notes that still need completion or signature.
Submitted Claims: Submitted claim activity and statuses.
Submitted Invoices: Submitted invoices and their statuses.
Insurance Last Verified: The most recent insurance verification date.
Comments: Comments associated with the patient.
Using Patient Details as a work queue
Use the table to identify patients who:
Have unsigned notes
Have claims that need attention
Have outstanding invoices
May need insurance information reviewed
Have an upcoming appointment
Note: The patients and information shown depend on your account, role, and permissions.