Patient Demographics and Appointments Videos
The videos in this section explain how to record patient information, obtain insurance authorizations, and schedule appointments.
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Patient Demographics
- Adding a New Patient [video]
- Adding a Patient Photo [video]
- Searching for Existing Patients [video]
- Using the Quick List [video]
- Patient Overview [video]
- Adding Insurance [video]
- Obtaining Eligibility Authorizations [video]
- VSP Bulk Eligibility Authorizations [video]
- TriZetto Medical Eligibility [video]
- Patient Alerts [video]
- Print Individual Patient Statement [video]
- Document Scanning
- Demographics – Overseas Military Address [video]
- Merging Patients [video]
Appointments
- Calendar Navigation [video]
- Calendar Navigation - Patient Panel [video]
- Calendar Resource Settings [video]
- Search for Open Appointments [video]
- Appointment Confirmations [video]
- Adding Scheduler Exceptions [video]
- Using Book View
- Reviewing and Modifying Patient Information From the Calendar [video]
- Scheduling Telehealth Appointments [video]