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Patient Dashboard

  1. Click Patient list > Select a Patient > Patient Dashboard menu.

  1. View the overview of patient information details like:
  • Future & Past Appointments
  • Problems
  • Allergies
  • Billing Overview 
  • Insurance Info
  • Eligibility Verification 
  • Forms
  • Immunization
  • Family History 
  • Medication
  1. From the Patient Dashboard, providers can Edit Profile, Schedule Appointment, Fax Demographics, View Vitals, Add Payments, Check Eligibility, and Add Non-clinical forms.
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