The Patient Details page provides a consolidated view of important administrative and clinical information for your patients.

Instead of opening each patient's profile individually, you can use this page to quickly identify items that may require attention.

From the left-hand sidebar:

You'll see a table containing patient-level information.

Use Search by Patient Name at the top of the page to quickly locate a specific patient.

You can also select Filter to narrow the patients displayed.

The table provides the following information for each patient:

Displays the patient's name and email address.

Shows the clinician or clinicians currently associated with the patient's care.

Displays information about the patient's most recent appointment.

Shows the patient's next scheduled appointment, making it easier to see when they're expected to return.

Displays the number of notes that still require completion or signature.

This can help clinicians quickly identify outstanding documentation.

Provides an at-a-glance view of submitted claim activity and claim statuses for the patient.

Provides an overview of submitted invoices and their current statuses.

Shows the most recent date on which the patient's insurance information was verified.

This can help identify when coverage information may need to be reviewed again.

Use the Comments option to access comments associated with the patient.

The Patient Details page can also function as a quick operational checklist.

For example, you can use it to identify patients who:

This gives you a single place to identify outstanding work before navigating into individual patient records.

Note: The patients and information displayed on this page depend on your account, role, and permissions.