The Overview screen provides a high-level view of the patient’s address and insurance information, notes, relationships, appointment history, recalls, prescriptions, and orders. Appointments, recalls, prescriptions, and orders are listed by date. Urgent and follow-up notes are listed first under Notes.
- Search for and select a patient.
If the Use Patient Overview check box is selected in Administration, the Overview appears automatically.
- If the Overview screen does not appear, click Overview on the left side of the Demographics screen.
- To view all the patient’s notes, relationships, appointments, recalls, prescriptions, or orders, click a View All link in the relevant section of the screen.
The HIPAA icon indicates whether the patient has an up-to-date HIPAA signature on file.
You can enter a new date under Meaningful Use on the Demographics screen.