Entering New Patients
Entering New Patients by Family
Edit Patient Information
Entering Insurance Plans for a Patient
Edit Insurance Plan window
Updating Insurance Plan Information
Dropping an Insurance Plan
Insurance Plan List
The Family Module is where basic patient and insurance information is entered and organized. All useful information, including percentages, is on one screen.
- Add: Add a new patient to the current family. The Edit Patient Information window will open.
- Delete: Remove a patient from the family.
- Set Guarantor: Make the selected patient the Guarantor (see below).
- Move: Move the selected patient to a new family or to a different existing family.
Synch Clone: Create a Patient Clone, or synch data between an original and clone patient record. This button only shows if Patient Clone is turned on in Show Features. Useful for orthodontist offices who want to track production and income separately.
Super Family: These buttons are only available when Super Families is turned on in Show Features.
- Add: Create a super family or add a patient to a super family.
- Remove: Remove the selected patient from the super family.
- Disband: Remove the relationship between all members of the super family.
Add Insurance: Click the main button to add insurance plan information. Click the dropdown, then Plans For Family, to view all insurance plans for the family, including dropped plans (see Plans For Family below).
If an image exists in the designated patient picture folder of the Images module, the most recent picture will show at the top left. One patient picture folder can be set in Definitions, Image Categories.
Family Member List
The current patient is highlighted in red. To select a different family member, click on their name. To open a family member's Edit Patient Information window, double click their name.
- Guarantor: The family member designated as the guarantor appears first in the list and in bold. This person is responsible for the account. It does not need to be a patient (e.g. parent of a minor). The Guarantor cannot be deleted or moved unless he/she is the only family member. Moving the guarantor into another family effectively combines two families, which combines account notes and address/phone notes.
- Clones: Patient Clones are listed in ALL CAPS.
- Other Family Members: Family members can only be deleted when they have no procedures, claims, payments, procedures attached to claims, or commlog entries. Once deleted, you will no longer have access to that patient from any portion of the program.
This area lists all recall appointments due and scheduled for the patient. The columns that show can be customized in Display Fields, FamilyRecallGrid. Double click anywhere in the Recall area to edit recalls for a patient. See Recall.
A summary of patient information. Double click in the area to edit or enter information on the Edit Patient Information window.
Customize which fields show in Display Fields, PatientInformation or add Custom Patient Fields.
- To enter Referrals, double click in the Referrals cell. The cell color can be customized in Definitions, Misc Colors.
- To enter Payor Types, double click in the Payor Types cell.
The Insurance Plans area displays all insurance currently attached to the patient as active coverage. Unlimited plans can be attached. For example, you can have primary, secondary, tertiary, primary medical, secondary medical, etc. To change the background color for Subscriber information, see Definitions, Misc Colors. Double click on any plan to edit.
Plans For Family
To see a list of all insurance plans for the family, including inactive or dropped plans, click the Add Insurance dropdown and select Plans for Family.
Double click a plan to see more details. Old insurance plans never get deleted and are always available here for reference.