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  1. CoAction Software, Inc.
  2. Patient File

Patient File

Detailed info regarding tasks performed within the Patient File

  • Communications Tab- CoAction Communicate/Marketing Clients
  • How to Print Patient Notes Within Patients File or Case
  • How to delete a Patient
  • How to customize your Rolodex
  • How to Add, Edit or Inactivate a New Patient
  • Understanding your database Patient Flow in CoAction
  • Understanding Prospects, Leads And New Patients (VitaLogics Users)
  • How to Add, Edit and Close a Patient Case
  • Manage Case Status
  • How to Add Insurance to a Patient’s file
  • Adding A Secondary To An Existing Insurance Policy
  • Understanding A Patient's Ledger
  • How To Apply A Write-Off Within A Patients Ledger
  • How to Post a Patient Payment
  • How to print a Patient Receipt
  • How to print a Patient History Receipt
  • Performing A Credit Transfer
  • Bringing a Patient Credit Forward From A Different Software
  • Bringing a Patient Balance Forward From A Different Software
  • How to upload an Image File
  • How to Add, Edit or Delete a File within the Patient's File Tab
  • How To Print Simple Soap Notes Using The Patients Case Tab
CoAction Software, Inc.
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