The patient snapshot provides a quick overview of the patient while you are on the 'All Patients' page or other pages under Lists or in the Opportunity Miner. It also provides quick links to various important areas of the patient, such as the Patient Overview, Patient's Treatment Planner, Patient's Chart, etc.
Let's explore the features of the patient snapshot.
Navigate to the System Menu > select View All Patients under Operations.
Or,
- Click Lists.
- Select the desired list to open the related page.
Or,
- Navigate to the System Menu > select Opportunity Miner.
- Select the View for the desired Opportunity Miner list to open it.
- Click on any of the patient hyperlinks to view the patient snapshot.
On the Patients page or the selected Lists page, click on any of the patient hyperlinks to view the patient snapshot.
The top section of the patient snapshot displays the basic details of the patient, such as the Name, Patient ID, Date of Birth, Age, Gender, Photo, Referral Sources, and Active status. You can also view the patient flags in the same section.
On the bottom of the patient snapshot, you will find three tabs, namely Details, Account, and Medical Alerts.
Select the Details tab to view the contact details to quickly connect with the patient, such as Phone number, Email, Address, etc. It also shows the Default Location and Default Clinician of the patient as well as the Payor.
- Click the Account tab to get a quick overview of patients linked to the selected account.
- The overview consists of a table showing the patient's Name, Date of Birth, Age, and the Next Appointment that is linked to the account.
Select the Medical Alerts tab to view all Conditions, Allergies, and Current Medications of the patient, if any.
- You can utilise the quick links provided on the right side of the patient snapshot to quickly access different records of the patient. The quick links are listed below.
- Patient Overview
- Account Summary
- Chart
- Payment
- Memo
- Document
- Communication
- Appointments
- Add Task
Note: Certain quick links will be opened in a new tab, and others will be opened as a slide-out. They are differentiated by the icons on the right. The Add Task quick link will open the Task Manager. |
Practices can use this guide to learn how the Patient Snapshot provides a quick overview and easy access to key links in one place.