Patients and families
Patient records
Add patients, read the directory's insurance and intake chips, work the patient profile (documentation, coverage, goals, plan of care, home programs, guardians, referrals), and discharge or reactivate.
The directory
Patients lists everyone in the active practice with a search by name, date of birth, or status. Chips summarize what needs attention: Insurance on file, Insurance needed, Insurance needs review, Insurance pending; Intake pending or Intake packet missing; Verify payer. Pull down to refresh on mobile.
Add Patient creates the record: name, date of birth, contact details, and insurance. Invite to Portal is on the same card once the record exists.
The profile
A patient’s page is organized as cards:
- Readiness: Ready for the next visit, or what is missing (signature, coverage).
- Documentation: visits, notes, and goals linked; opens Quick Dictate and the note history.
- Coverage: insurance on file, eligibility check, secondary insurance (Eligibility and insurance).
- Treatment Goals, Plan of care, Home program, Guardians and caregivers, Referrals, Intake forms, Good-faith estimates, Patient payments, and Full record export.
Edit opens demographics and contact details.
Discharge and reactivate
Discharge patient (with a reason such as Treatment complete) removes them from the active list; Reactivate patient brings them back. Nothing is deleted.
Language
Set the patient’s or family’s preferred language on the record. It drives the portal language, the translation of messages and clinician text, and reminder language.
Frequently asked questions
What happens to a discharged patient's record?
It leaves the active list but is retained in full and can be reactivated any time. Notes, claims, and documents stay exactly as they were.