Patient Dashboard

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

Navigate to the Patient Dashboard

To open a patient dashboard, 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.

Patient balance on the patient dashboard

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

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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.

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Patient email on the Patient Dashboard

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

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