Reviewing and Modifying Patient Information in Calendar View in AcuityLogic BackOffice
This topic explains how to review and modify a patient's profile and insurance information in Calendar View of the AcuityLogic BackOffice Scheduler.
To review and modify patient information in Calendar View
- Open Calendar View. See To open Calendar View.
- Search for and select the patient's name. See Searching for Patients in Calendar View in AcuityLogic BackOffice.
The Patient Profile window opens.
- Modify patient and insurance information if necessary.
- To scan a document into the patient’s profile:To conserve storage space, Eyefinity recommends that you scan the document by using your scanner’s lowest setting to create the smallest file size.
- Click Documents.
- Click Scan Document.
- In the Name field, enter the document name.
- Click Scan.
- Select a scanner source, and click Select.
- From the Output Type drop-down list, select an output type.
- Click Finish.
- From the Document Type drop-down list, select a document type.
- Click Save.
- Click the View Document link.
The scanned document appears. You can also view the scanned document from the patient profile in AcuityLogic POS.
- To close the window, click Close Window.