Clinic Dashboard

Judy Barnes Billing, Documentation, Scheduling

  1. Filter – By Patient Last Name, First Name
  2. Filter –  By Provider
  3. Filter – Date of Service
  4. Clear – Resets Search Values
  5. Today- Will bring you back to present day
  6. Left Arrow- Navigate to previous dates
  7. Right Arrow- Navigate to future dates
  8. New Patient (walk in or phone – quick access to add new patient to database)
  9. New Appointment
  10. Appointment Time – Clicking time takes you directly to SOAP note
  11. Patient Name- Clicking Patient name takes you directly to their general information page.
  12. CC- Chief Complaint- Click K to launch, once finished a green check mark will appear
  13. Type – Appointment Type
  14. Provider
  15. Status – Appointment Status
  16. Room – Designated area for appointment
  17. Action Button – Accept Copay (Can only be used when appointment status is ‘In Clinic’)

Column Sort – If you click the header in any of the columns, the view will sort alphabetically/numerically. If you click again, the sort will be reversed. This is to allow users the freedom to navigate more easily to where they would like to be.