You can view a history of communications (connections) with a patient. Currently, the only connections that you can view the history of are billing statements.
To view a patient's connections
Use the Patient Search box to access a patient's record.
Notes:
If the last patient record you accessed since you last logged on is the correct patient's record, you do not need to re-enter the patient's name in the Patient Search box.
You can include inactive patients in the search results by setting the Include inactive patients switch to On.
On the Patient menu, click (or tap) Patient Connection.
The Patient Connection page opens.
A history of any Statements that have been generated appears. For a patient, the list includes his or her own statements and the guarantor's statements; for a guarantor, the list includes his or her statements and the statements of all patients who he or she is the guarantor for).
Each item is a summary of a statement not the actual statement. There are two types of statement summaries:
Patient - A patient's billing statement or walkout statement.
Guarantor - A regular billing statement for an account, or a patient's billing statement or walkout statement if he or she is not a guarantor for other patients.
Tips:
You can click (or tap) a name link in the Patient column to go to the Overview page of the corresponding patient's record.
You can click (or tap) a paperclip icon
to open the corresponding patient's statement. The paperclip icon is available only if the Add to Patient Connection switch was set to Yeswhen generating that statement.
Comments
0 comments
Please sign in to leave a comment.