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Frequently Asked Questions about Patient Details

Patients 4
  • How to add a new patient?
  • How to edit a patient's record?
  • How can I see the inactive patients record in the application?
  • How to avoid duplicated patients record?
Patients / Addresses 3
  • How to add a patient's additional address?
  • How to edit a patient's additional address?
  • How to remove a patient's additional address?
Patients / Deactivate 1
  • How to deactivate a patient's record?
Patients / Alert Manager 1
  • How to manage administrative and clinical alerts for a specific patient or for all patients who have alerts?
Patients / Eligibility 2
  • How to verify an eligibility from the Patients Details screen?
  • How to create a new patient record from the Patient Eligibility screen?
Patients / History 1
  • How can I view a patient's history of changes, record and emailing?
Patients / Merge 1
  • How to merge duplicate records?
Patients / Related Providers 3
  • How to register a patient-related provider?
  • How to edit a provider, patient-related?
  • How to eliminate a patient-related provider?
Patients / Relatives 3
  • How to add a patient's family member or relative?
  • How to edit a patient's family member or relative?
  • How to delete a patient's family member or relative?
Patients / View Orders 2
  • How to view and print a patient's orders?
  • How to print the patient's orders sent the same day?
Patients / Office Directory 3
  • How to set up contacts in the office or center directory?
  • How to edit a contact in the office or center directory?
  • How to delete a contact in the office or center directory?
Patients / Alerts 3
  • How to view a patient's alert history?
  • How to create a patient's alert?
  • How to view a patient's office alerts?
Patients / Print 1
  • How to print the patient demographic report?
Patients / Signatures 2
  • How to record the patient's signature upon arrival at the office?
  • From which screens can the patient's signature be registered?
Patients / Appointments 1
  • How to create appointments from the Patient Details screen?
Patients / Documents 4
  • How to scan a document?
  • How can a user review scanned documents?
  • How to save a document?
  • How to add a patient consent form?
Patients / Billing 4
  • How to access the billing screen, from Patient Details?
  • How to register patient payments from the Patients screen?
  • How to access and print the product sales report for an office or center?
  • How to access and print the product sales report for an office or center?
Patients / Pharmacies 3
  • How to add a favorite pharmacy through the search section?
  • How to select the favorite pharmacy, closest to the office?
  • How to eliminate a favorite pharmacy?
Patients / Insurances 1
  • How to add an Medical Insurance Company, that does not appear in the list?
Patients / Save Layout 1
  • How to display the patient screen, according to the user's preference?
Patients / EHRez Patiens Portal 5
  • How to create an account on the EHRez patient portal?
  • How to respond to messages received?
  • How to see and respond to a new message?
  • How to write a new message?
  • How to request appointments through the patient's portal?
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