PATIENT MANAGEMENT PROGRAM
You may predefine frequently used comments in the Setup menu, Patient Comments. Double clicking on the
predefined comment under Select a Comment will enter it automatically into the body of the comments.
See page 55.
The Bill To / Employers tab
The Bill To / Employers tab houses information regarding the person or company that is responsible for the
account if not the patient themselves or WSIB.
To save the new patient file click Save. Once saved two new tabs will appear:
The Appointments tab
The appointments tab houses all past and future appointments. It offers the option to Add an appointment
(using the F2 Appointment Grid), Book Multiple Appointments, and after posting activity it offers Add an
appointment, Same time next week, and Same time next Month (28 days). You also have the option to Print
Calendar and Delete all Pending Appointments.
The Account / Activity tab
The Account / Activity tab is where all financial transactions are stored. You can print receipts and statements
from here, add comments to activity to explain their nature, and also edit and delete transactions.
The Lower Taskbar
The bottom portion of the Patient Information screen is a static screen. It is available on all tabs within the
patient information screen. The Next and Previous buttons give you the choice of moving forward or backward
one patient at a time, searching by either name or number depending upon the previous search criteria.
An envelope button is located in the middle of the screen which will print the name and address on an
envelope or label for the patient currently being viewed. See page 59.
The buttons on the right offer you the ability to locate other patients by Last name, Number, First name, and
Other. The Other button offers various options for locating patients.
The bottom taskbar shows hints regarding accessing the F2 - to add an appointment and F10 - to process
an activity.
Click Continue to save changes and exit the patient information screen.
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Add a New Patient & Patient Information