The patient dashboard screen summarizes key information on the patient. This is a display screen only.
Financial:
The financial section displays information dials representing the amount due by the patient. The dials are divided into green and red zones to indicate when a patient owes more than what your company has defined as an acceptable amount. The settings for the dials are set by the system administrator in the Patient section of the system settings module. The Patient Amount Due graph displays the aging of the accounts receivable. It is color coded to indicate the urgency for a payment by the patient. The color Blue means the practice owes the patient money (credit memo), the color Green represents normal business time frame for payment with late payments increasing in color intensity with Red being critical that a payment be made by the patient on the account (120 days late in paying amount due).
In addition the Balance Due for the members making up the household is shown as well as any amount owed by the guarantor of the account.
Provider on Record:
The Provider section shows the provider on record for the patient and the office from which the patient is typically served.
Appointments and Recalls:
The Next Appointment field is the date of the last appointment that has been scheduled for the patient.
The Last Appointment field is only updated with the last appointment having a Done status indicating it has been completed. Therefore for reporting purposes you must complete each appointment using the Done option in the scheduler indicating to the system that the patient has completed the appointment.
The Last Exam is the date of the last exam that has a completed status. The completed status is entered in the Exam module. Also displayed is the amount of months that have elapsed since the last exam with the the type of exam done at that time.
The Next Recall Date is the date in the future, of the last recall entered for the patient.
Task:
A grid listing any Task to be performed by a staff member and related to the Patient.
