The patient dashboard is home to everything you might need when working on a patient account. 

Search by the patient's name. You will see data about your patient's demographics, encounters, statements, and claims. Within this screen, you can access the patient's ledger and revise the patient's insurance information.

Releasing October 26th,2022 

Display encounter balance 

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


Patient balance on the patient dashboard

Users can view the total patient balance on the patient dashboard in the billing application.


Patient funds on the Patient Dashboard

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


Patient email on the Patient Dashboard

You can quickly view the patient's email on the patient dashboard in the Demographics section.


Display Run Date

The Run Date column is displayed in the patient dashboard Statements section. This 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.


Still, need help? Contact us!

Have a great idea? Tell us about it!

Was this article helpful?
0 out of 0 found this helpful