The Appointment Patient Summary is a convenient way to review a patient's health records before beginning the patient encounter.
Left click on the Appointment Patient Summary icon in the first column of the grid to open the Appointment Patient Summary pop-up window.
The Patient Information section lists the patient’s basic data as well as their Primary Insurance Payer and Primary Care Provider.
The Appointment Information section provides data entered by the Front Desk and Nurse & Support staff.
The Assign To dropdown may be used to assign this appointment to another provider or team member.
Below the Workplace Provider field, all section panels are collapsed. To expand, use the arrows on the right.
Shown below are the expanded panels that are shown above as collapsed.
Under the Patient’s Appointments heading, the patient's previous appointments at your clinics may be reviewed.
Clicking Summary lets you view the appointment summary and treatment plan of that visit. Close that window by clicking on the X in the top right and it will return you to today's visit summary.
Note that new information entered by the patient during the online Pre Check-In will be shown as not confirmed and will need to be confirmed during the patient encounter.
Shown below is the continuation of the expanded panels that are shown above as collapsed.
The History Age filter, sorts records according to the age of the record, helping to find only the most relevant information.
The filter ranges from 6 Months, to 3 years, to All, and affects only the headings shown below the filter.
