Basic Patient Information
- Demographics
- Learn how to view and edit the patient's demographics.
- Account
- Add, Edit, or Delete Patient Alert
- Add, Edit, or Remove Insurance Authorization
- Add, Edit, or Remove Insurance Case Conditions
- Add New Insurance Case and Policy
- Add Patient Drug Formulary
- Add Patient Payment Card
- Add Secondary Insurance Policy
- Authorize Payment Cards
- Edit or Delete Insurance Case
- Edit or Delete Insurance Policy
- Edit or Remove Patient Payment Card
- Navigate Patient Account and Transaction History
- Navigate Rx Eligibility