This quick tip sheet explains what the top tool bar does and what to look out for.
How to Add a Patient in Revenue Cycle
If you are having trouble adding a patient or where to begin when adding a patient, look no further. This handout takes you through the basics.
Demographics
This education will take you through the first tab of Demographics- Patient Info.
Adding Relationships to Demographics
Please review this job aid if you are having issues adding relationships (Authorized Representatives and Related Persons). Your emancipated minor section is located here as well.
Adding a Guarantor
In this education, you will learn how to add guarantors to the patient demographic profile. In addition, it will also explain company accounts.
Patient Alerts
Please review this education regarding how to add alerts to a patient’s profile.
How to add Insurance to Demographics
This education goes into great detail on how to add insurance to a patient’s chart. It will take you step-by-step on how to add the subscribe, insurance, and manage profiles. It will also explain the various profiles and what type of insurance falls under each profile.
