Patient Header

Let’s review the information available in the patient header. Important: The case with the most recent Start of Care date will be selected by default.

Patient Header - Unexpanded View

The patient header is shown in the unexpanded view when it first displays. Patient fields are non-case specific and refer to the patient information.

Patient Name and Patient ID #: Click to expand the patient header, or double-click to open the patient's account page.
Date of Birth, Gender, and Phone Number: The date of the patient's birth, current age, patient's gender, and primary phone number on the account.
Tasks: This icon allows you to access, add, and complete patient tasks. The number in the badge indicates the number of open tasks.
Account Notes: Click to open the Account Note window to view or add an Account Note.
Print Patient Receipts: Click to print a receipt for a single patient payment.
Information: Hover to see additional information about the patient's current. See the screenshot below.
Collections: The flag denotes a patient whose account is in collections.
Ins Class: The Insurance Class assigned to the primary payer of the selected case.
Ins Name: The name of the primary payer of the selected case.

Patient Header - Expanded View

The expanded view of the patient header contains all the same field and icon information seen on the unexpanded view, as well as the items defined below.

Case: Use this drop-down to switch between cases. This is an easy way to quickly see basic information.
Comments: Any comments that have been added to the patient's account.
Status: The status of the selected case (i.e., Active, Inactive).
Ins Address: For the selected Case, this is the primary insurance address.
Group Number: The patient's Group Number for the primary insurance attached to the selected Case.
Policy Number: The patient's Policy Number for the primary insurance attached to the selected Case.
Ins Phone: For the selected Case, this is the primary insurance's phone number.