General Info
Q: How do I change the status of a patient?
A: Go to the Admission section located on the top righthand side of the Patient Profile. In the action field you will have several choices; Active, Hold, Discharge, Delete, Intake. Select the desired status; in the Source Field select the reason; insert the date. Ensure you select the blue save button.
Notes on Patient Status
Patients on Hold cannot receive services.
Deleted Patients will be stored for two weeks until fully erased.
All status changes are logged.
Q: How do I submit the Payor information for a Patient?
A: On the Patient profile, Select Payor; Add New Payor; Edit.
Do not submit an end date until the patient is no longer covered by that payor.
Patients can have multiple payors.
Member ID is required.
