The patient dashboard provides everything you need when working on a patient account. You will see data about your patient's demogra[hics, encounters, statements, claims, and more!

Patient Search

The patient search fields are located above the navigation bar for easy access. Users can search by entering the patient's last name and/or first name, even partial searches will still provide results. To search by other criteria such as chart number, account number, date of birth, phone number, or zip code, simply click on the filter icon.   

Patient Details

You can quickly view the patient's Email, Phone Number, Chart Number, Address, DOB, Age, and Case details on the patient dashboard in the Demographics section. Beside the patient's name is the Account Number. 

The patient case section displays all case information for the patient, arranged from the most recently created to the oldest created along with any notes associated with each case. You can use the Scrollbar to view older case details as needed. 


Encounter Balance

The Encounter Balance information will now be visible in the patient's dashboard "Encounters" section.

Patient balance 

Users can view the current Patient Balance on the patient dashboard.

Insurance balance

Users can view the current Insurance Balance on the patient dashboard. 

Patient funds 

You will see the total Patient Funds on the patient dashboard. Hover over the information icon to view the total approved and unapproved funds.

Unposted patient and insurance payments

Users can view Unposted Patient Payments and Unposted Insurance Payments amounts. 

Payment plan

Users can easily set up a Payment Plan on the patient dashboard. 

Click on Payment Plan.

Select the details of the payment plan.

Click Start Payment Plan

To access details about active payment plans or to stop payment plans, simply click on View Plan.



The encounter section includes the encounter number, service date, the responsible party, encounter status, total number of encounters, as well as the balance of the encounter.  

Note: Administrative encounters will be identified by an orange icon located to the left of the encounter number, distinguishing them from other encounters. 

Click on the Encounter Number or Service Date to view the professional encounter screen. 


The claims section includes the claim number, encounter number, service date, responsible party, claim status, and the total number of claims created. The responsible party section also displays the priority of the payer. 

Click on the Claim Number to view the professional claim form.


The statement section includes the statement number, run date, generated date, printed date, total number of statements, bad debt status, and collections status. 

The Run Date column displays the date on which the statement was initially generated. The Generated Date will remain the same as the Run Date until the statement is updated. 

If the statement has been manually created, the statement grid will only include the Statement Number and the Printed Date. The run date or generated date will not be listed.    

Additional icons

The patient dashboard icons provide users with expanded functionality and improved accessibility, including the following:


By clicking on the Cards icon, users can manage patient credit cards by deleting expired cards. Managing patient credit cards is necessary for billers to securely store and update patient payment information. This allows for convenient billing and payment processing, ensuring that payments for services rendered are accurately processed and tracked. Click Cards.

To remove a patient credit card, simply click on the Red Trashcan icon and then select Delete



Patient cases are created for both self-pay patients and those with insurance coverage. These cases serve as comprehensive repositories of patient-related information, linking directly to encounters and claims. Click here for more details on managing patient cases!


By checking eligibility, users are able to verify a patient's active coverage as well as their benefits information before billing out a claim. Click here for more details on checking eligibility!


By clicking the relations icon, users will be able to view any additional subscribers or guarantors who have been added to the patient's case. 


The patient ledger contains the following information: cases, encounters, unposted and posted insurance and patient payments, claims, statements, patient funds, and an overview summary. In addition, users can view and print a report of the patient ledger. 


Patient-related notes can be conveniently included here. Within billing and scheduling modules, users have the option to specify what screens these notes should be visible on. Utilizing the Alert feature, notes can be configured to appear as pop-ups when accessing specific screens. It's important to note that these alerts are intended solely for internal staff use. 

Add your notes, choose the screens where you want the note to be visible, and then click Add Note

Click Close


Face Sheet

The face sheet contains essential information such as the patient's demographics, insurance details, and payment details. Users also have the option to print the face sheet. 


Users can easily attach a patient document by uploading files. Click Attach.

Select a file, provide a title, and include a description. Click Save.

The permitted file formats include; doc, docx, pdf, zip, xls, xlsx, jpg, gif, png, xml, tif, tiff.



The merge patient option is available to view if a patient has been previously merged, due to a duplicate entry. Click here to learn more about merging patients!


Superbills can be printed from this section if they have been previously created in utilities. Click here to learn more about creating superbills. 

Refresh and Reset grid

Refresh grid

To refresh the Encounters, Claims, or Statement grid, users can simply click the Refresh button located on the top right side of each grid. By refreshing the grid, users can immediately see any new entries, updates, or changes without having to navigate away from the current screen or reload the entire page.

Users may also refresh the entire patient dashboard by clicking the Refresh button located on the top right side, ensuring that all information displayed is up-to-date and accurate. 


Reset grid

To reset the Encounters, Claims, or Statement grid, users can simply click the Reset Grid button located on the top right side of each grid. Resetting the grid is helpful because it allows users to clear any applied filters, sorting preferences, or customized views, restoring the grid to its default state. This can be useful when users want to start fresh or remove any modifications made to the grid's display. 

Navigating from the patient dashboard

Clicking on the navigation bar will open the associated screen for the selected patient.

PP - Patient Payments

IP - Insurance Payments

PF - Patient Funds

PS - Print Statements

SQ - Statement Queue

To exit the patient dashboard, click the button located in the top right corner. You will be directed back to the previous screen. 


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