Viewing patient connections

You can view a history of communications (connections) with a patient. Currently, the only connections that you can view the history of are billing statements and text messages.

To view a patient's connections

1. While viewing a patient's record, on the Patient menu, click (or tap) Patient Connection.

   The Patient Connection page opens.

   

2. View histories on any of the following tabs:

   • Statements

     On the Statements tab, a history of statements appears. For a patient who is not a guarantor, the list includes his or her own statements and the guarantor's statements; for a guarantor, the list includes his or her statements and the statements of all patients who he or she is the guarantor for.

     

     Each item is a summary of a statement not the actual statement. There are two types of statement summaries:

     • Patient - A patient's billing statement or walkout statement.

     • Guarantor - A regular billing statement for an account, or a patient's billing statement or walkout statement if he or she is not a guarantor for other patients.

     Tips:

     • You can click (or tap) a name link in the Patient column to go to the Overview page of the corresponding patient's record.

     • You can click (or tap) a paperclip icon to open the corresponding patient's statement. The paperclip icon is available only if the Add to Patient Connection checkbox was selected when generating that statement.

   • Text Messages

     On the Text Messages tab, a history of text messages appears. For a patient who is not a primary contact, the list includes automated messages to and replies from the patient's primary contact. For a primary contact, the list includes automated messages to and replies from that person.

     

     Select a date to view the corresponding messages.