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Appointments
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Reporting & Analytics
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Patient Management
- Patient Dashboard
- Patient Demographics
- Adding Patient Insurance
- Prior Authorization
- Insurance Eligibility Verification
- Additional Info
- Manage Patient's Contacts
- Flags
- Manage Patient Homework
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E-prescriptions
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Practice Dashboard
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Appointments Dashboard
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Appointment Profile
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Billing Profile
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Audit Log
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Patient Statements
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Patient Ledger
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Fee Schedule
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Card Transactions
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Automatic Insurance Payment Posting (ERA - Electronic Remittance Advice)
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Patient Flag
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Note Taking
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Macro Buttons
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Patient Portal
- Articles coming soon
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Calendar Dashboard
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Patient List
Home >
Patient Demographics
Views3
- Click Patient list > Select a Patient > Patient Demographics menu

- In the Patient Info tab, enter and edit the patient’s required personal information like:
- Phone Number
- Fax Number
- Address
- DOB
- Sex
- Marital status
- Race
- Ethnicity and click the “Save Patient” button.
Note: When saving the email address of the patients, as we can add multiple emails for a patient, to set a default email for receiving appointment notification, billing documents and patient portal access we have set the email entered under the “Work” category to be default and shown in the dashboard.
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