Managing Patient Information
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1. New Patients
- 1.1 How to Create a New Patient
- 1.2 Add a New Insurance for a Patient
- 1.3 Pulling Benefits Electronically for Medical Payers
- 1.4 How to Enter Benefit Authorization for Vision Insurance
- 1.5 How to Upload External Documents into the Patient Record
- 1.6 How do I Add Additional Race and Ethnicity Information for a Patient?
- 1.7 How to Inactivate and Re-Activate a Patient Record
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2. Existing Patients
- 2.1 Scheduling Appointments from the Patients or Scheduler tabs
- 2.2 How to Create and Manage Custom Patient Alerts
- 2.3 How to Pull Benefits for Medical Payers Electronically
- 2.4 How to Add Insurance Eligibility for Existing Patients (e.g. medical insurance)
- 2.5 How to Add/Edit/Delete Notes to a Patient Record
- 2.6 Adding a Recall for a Patient from the Patient Tab
- 2.7 How to Link Patients
- 2.8 Creating an Order for an Existing Patient with an Existing Rx
- 2.9 What to do when there are 2 patient profiles for the same patient.
- 2.10 How to Print a Patient's Prescription
- 2.11 How to Set a Patient Statement On Hold
- 2.12 How to Set Up Uprise to Scan Documents into the Patients Tab
- 2.13 How to Scan Documents into the Patient Record
- 2.14 How to Copy a Patient to a Different Location
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3. Ledger
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4. Questionnaire
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5. Recalls
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6. Patient Portal
- 6.1 How to Create a Patient Portal Account
- 6.2 Patient's First Time Logging into the Patient Portal
- 6.3 Resending a Temporary Password for Patient Portal
- 6.4 How to Upload Forms to your Patient Portal
- 6.5 How Patients Electronically Sign Forms in the Patient Portal
- 6.6 How a Patient can View and Print Their Prescription from the Patient Portal
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7. Message Center