The Summary tab of More Information displays the following: the dental insurance plans that are attached to the patient (if there are multiple, click a circled number icon to view the name of the corresponding carrier), the medical insurance plans that are attached to the patient (if there are multiple, click a circled number icon to view the name of the corresponding carrier), the patient tags that are attached to the patient, the patient's future appointments, Continuing Care types attached to the patient, the patient's outstanding claims, the aged balances and suspended credits for the patient and family, the estimated insurance portion and patient portion of completed procedures for the patient and family, and the estimated insurance portion for the selected appointments in the Next Appointments list.
To view or edit the patient's dental or medical insurance information, click the corresponding carrier link.
To edit the patient tags that are attached to the patient, click the Tags link.
To schedule
an appointment for the patient, click the New
Appointment button 
.
To open
Appointment Book and view one of the patient's upcoming appointments,
select that appointment in the Next Appointments
list, and then click the Locate Appointment
button 
.