6.1 Clinical/Patient Dashboard & Insurance

The Clinical Dashboard provides an overview of the patient's profile and serves to showcase findings once reports and assessments are generated.

• Within the Basic section a patient profile photo may be uploaded by clicking on the silhouette image

• Clicking on the Patient's name will allow you to generate a Face Sheet

  • You will select the provider you wish to display on the Face Sheet as well as add any notes you may want to include on the Face Sheet.

The Patient Dashboard contains four sub tabs: Essentials, Demographics, Employment, & Settings

• Essentials & Demographics: See section 4.1 Adding Patients

• Employment: Add details of patient's employment

• Settings:

  • Patient Status:

    • Active- Your patient is active and treating.

    • Inactive- Your patient is no longer being treated. This will remove them from the default search in billing and they will not appear on the statements tab.

    • Deceased- When a patient is marked deceased, the system will delete all future appointments, archive the patient, and display their name with strikethrough font (example: John Smith). The patient will still show up on all reports, the statements tab, and when searching.

  • You may select default settings to always send Email/Text (Add-On) Reminders