The Patient Profile screen, the second tab of the Scheduler, gives an overview of the selected patient’s data. This screen is your go-to place. It compiles key information from other modules giving you a bird’s eye view when communicating with a patient.
At a glance, the screen displays Patient Contact information and notes, Patient Alerts, Insurance Details, Financial Balances, Recall due dates, and any Appointments booked or outstanding for all family members. A right click from this screen gives quick access to many areas of the program. In this way, the user can update patient data, take a payment, schedule, edit or go to an existing appointment, swiftly and efficiently. In addition, there is easy access to the patient’s email address.