Patient Info
Patient Info is where you edit who the patient is and their coverage: demographics, insurance, payments, eligibility, face sheet, and flags. Open it from the patient chart after you click the patient on the Patients List.
How to Edit Patient Info (Simple Flow)
Patients List → click the patient → Patient Info → open the sub-area you need (Patient Details, Insurance, and so on) → change the fields → Save. That is the everyday way to edit a patient. Clinical notes, orders, and results are in other chart sections—not here.
What Patient Info Is For
Patient Info holds identity and coverage data used for booking, check-in, eligibility, claims, contact, and the face sheet. Use it to correct name, address, phone, insurance, and related account data.
Patient Details
Stores personal information (first/last name, date of birth, gender—usually required), contact, address (usually required), emergency contacts, referring provider / PCP, identity documents, and preferred pharmacy when e-prescribing is on. Status may be Active, Inactive, or Discharged. Edit the fields, then Save. You need edit-patient permission. Fix required-field errors before save completes.
Insurance — How It Works
Maintain primary, secondary, and tertiary plans and card images. Insurance on file supports Insurance-mode appointments, eligibility, and creating claims when check-in runs. Self Pay on an appointment means that visit skips the insurance claim path—even if plans exist on the chart.
Insurance — How to Add or Change
Open Insurance → Add or edit a plan → enter payer and member details → save card images if used → Save. Delete only when you have delete permission and the plan is truly obsolete. Keep the correct ranking (primary/secondary/tertiary) so eligibility and billing use the right plan.
Payments — How It Works
Payments is this patient’s account ledger on the chart: balance, transactions, payment plans, subscriptions, saved cards (when allowed), and patient-scoped claims views when Billing access allows. Take payment or refund here when permitted. Practice-wide ERA remittance, fee schedule, and claim submit queues live under Billing—not only on this tab.
Payments — How to Change
Open the sub-area you need (Balance, Transactions, Plans, Cards, Claims). Take payment or refund with the on-screen actions when your role allows. Card and plan changes follow the forms shown. For insurance claim submit and ERA verify, go to Billing.
Eligibility — How It Works
Run a real-time eligibility check against plans on file and review Past Checks. Primary, secondary, and tertiary runs may each need their own permission. Eligibility uses Practice → Service Types (eligibility service codes), not Visit Types. You need insurance on file for a useful check.
Eligibility — How to Run or Review
Open Eligibility → Eligibility Check → choose the plan level you are allowed to run → start the check → review benefits/response. Use Past Checks to open historical results by date. If a check fails, confirm member ID, payer, and that the plan is active.
Face Sheet — Use and Download
Face Sheet is a printable clinical summary (demographics, insurance, pharmacy, vitals snapshot, history, meds, allergies, and related items). Open Face Sheet → Download PDF when you have permission. Update problems, allergies, and meds first so the printout is accurate. This is not a Clinical Notes PDF and not the full chart editor.
Flags — How They Work and How to Change
Flags are alerts staff should see before care (for example fall risk, billing hold, unable to reach). Active flags show on the summary bar and may alert when the chart opens. Add a flag with type and details, optionally link an appointment, then Save. Edit, archive, or delete when permitted. Filter active vs archived. Do not leave outdated flags active. Flags are not the Allergy List (allergies belong under Allergy List).
Permissions and Common Issues
Each sub-area can be permission-gated (Patient Details, Insurance, Payments, Eligibility, Face Sheet, Flags). Cannot save demographics: missing required fields or edit permission. Eligibility empty: no plan or wrong Service Type setup. Insurance visit problems: plan missing or Self Pay selected on the appointment. Payments confusion: looking for ERA remittance here instead of Billing.