The patient detail page

Opening a patient record

Click View on any row in the Patients list to open that patient's detail page.

Sections

• Demographics — name, Patient #, DOB, sex, address, city/state, ZIP, phone, and email.
• Policies — each insurance policy on file with the payer name, Member ID, Group, Priority, Status, Effective, and Ends dates.
• Merged Patients — only shown when this record has absorbed another patient through a merge. Lists each merged-in record with the claims that came across.
• Claims — every claim linked to this patient (most recent first). Click a claim to open it.

If this patient was merged into another record, a banner at the top links to the surviving patient.

Why it is useful

The patient detail page gives you a complete view of a patient's billing history. When a patient calls about a bill, you can see every service they have been billed for and jump to the claim.

Example

A patient calls to ask why they received a bill. You open their detail page, scan the Claims list, and find a $250 open balance on a recent claim. You click into that claim to see the full details and explain the charge.

Tips

• If a patient has many claims, look at the dates and statuses to quickly find the one they are asking about.
• If you notice a patient has duplicate records (two entries for the same person), merge them (see merging patients).