Reviewing and Modifying Patient Information from the Appointment Calendar

You can see and edit a patient's demographics, insurance plan, and eligibility/authorization information while adding, editing, or viewing their appointment. The Patient Details window provides most of the same features as the patient Overview, Demographics, Insurance, and Eligibility/Authorization screens without requiring you to close the Appointment Calendar.

To get a quick view of the patient's Preferred Name, Birth Date, Birth Sex, Patient ID, MRN, and Exam Store, hover your cursor over their name in the Patient column.
  1. Open the Appointment Calendar.

    For more information, go to Opening the Appointment Calendar.

  2. Do one of the following:
    • Start a new appointment for a patient.
    • Locate an existing appointment and click the appointment (Day or Week View) or click the patient's name (Book View).

    3. The patient information panel opens on the left side of the screen.

  3. In the panel, click the Patient Details button to the left of the patient's name. (The button has an icon of a person's head and shoulders on it.)

    The Patient Details window opens. The Overview tab displays information pulled from the patient's Overview screen. You can click the View All links to close the Appointment Calendar and access the patient's Notes, Relationships, Appointments, Recalls, Rx, and Material Orders screens.

  4. To view or edit the patient's Demographics information, click the Demographics tab. This tab includes all the required fields for the patient record, but leaves out some optional information found on the Demographics screen, such as Communication Preferences. For information on patient Demographics, see Recording Patient Demographics.
  5. To view or edit the patient's insurance information, click the Insurance tab. For information on recording patient insurance information, see Adding VSP Insurance Information and Adding Non-VSP Insurance Information
  6. To view or obtain the patient's eligibilities and authorizations, click the Eligibility tab. For more information on recording eligibility and authorization information, see Adding Eligibilities and Authorizations for VSP Plans , Adding Eligibilities for Vision Plans Other Than VSP, and Adding Eligibilities for Medical Plans.
  7. When you're finished viewing or editing the patient's information, click the X button to close the Patient Details window and return to the Appointment Calendar.

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