Encounters Icon

To easily access a list of appointments that you have scheduled for the day, click on the Encounters Icon.  You can sort your view by location, provider, appointment status and/or date.

Add or edit the patient’s appointment notes, room number or appointment status by using the text field and drop down menus listed.  The system will automatically save the update and refresh the calendar and encounters in real time.

To collect a patient’s copay or payment towards an outstanding balance, click on the Dollar Sign Icon.  They system will automatically default to the current date and location.  Select the Payer Type and Payment Type from the drop down menu.  Enter in the amount collected and add a memo, if applicable; click on the Save button to update the patient’s account.

To print the patient’s statement, click on Printer Icon, located to the left of the payment date.