Viewing patient details

You can easily view additional patient details, such as patient status, gender, date of birth, address, phone number, email address, appointment history, communication history, and number of communications your office has had with the patient.

To view patient details

1.   Click the Search button on the Navigation bar.

2.   Click the patient name whose details you want to view.

Tips:

·        You can initiate a two-way text message conversation. Click the Two-way Text button .

·        You can send an automated welcome text or email message to the patient. At the bottom under Communication History, click the Send Welcome Text or Send Welcome Email links respectively.