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 (CoAction/Katana Users)
- 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