| • | click [new] at the bottom of the patient chooser box |
| • | this will open a bigger window with 6 tabs |
| • | enter/update patient details |
| o | home, cell, and work phone |
| o | Access to patient portal |
| o | Office visit payment amount |
| o | specialist office visit amount |
| o | also, this box tells you if the patient has scanned insurance cards |
| o | guarantor relationship to patient |
| o | this box is designed to add all of the patient’s physicains to a list |
| o | select the practitioners name |
| o | select the relatioshpi between the patient and the practitioner |
| o | select add to add the practitioner to the patient’s list |
| o | to remove a practitioner from the list highlight that practitioner and click remove |
| o | this page is a place to leave comments |
| o | begin typing in the text box, when complete click add new comment |
| o | the comment will be added to the list with the other comment |
| o | you can delete or edit an existing comment by clicking either edit or comment |
|