PATIENT MANAGEMENT PROGRAM
The EHC tab
Input any relevant Extended Health Care information on this tab. Note these totals do not automatically
count.
The MVA tab
This tab is used for Auto Insurance information.
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 57.
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