Patient Details

Summary

The Patient Details screen shows patient information, communication history, scheduled appointments, and previous appointments.  You can also perform a number of actions from the Patient Details screen including messaging the patient, opting the patient out of messaging, assigning Patient Tags, or denying patient access to the Online Scheduler.


Access Patient Details

Access to the Patient Details screen can be done in a number of locations throughout Patient Communicator wherever a patient name is underlined.         Patient Name

Underlined patient names are found in the message inboxes on the Home Page, Communication Center, Schedule Breakdown, Unconfirmed Breakdown, and the Patients tab.

It’s also possible to access Patient Details by searching for patients in the Patient Search fields on the Home Page, Patients tab or Settings screen.  

Any search will redirect you to the Patients screen where your results will be displayed.  Just click on the underlined patient name to bring up the Patient Details page.


Patient Details 

The right side of the Patient Details screen shows communication history, scheduled (future) appointments, and previous appointments.

Patient Details

Hover your mouse over the icon to view any message.  Sms Received Msg is the inbound text message from your patient.

You can perform a number of actions from the left side of the Patient Details screen.

Messaging the patient by clicking an icon


Message Patient

View Recall Information

Blacklist the patient  to deny the patient the ability to schedule an appointment online

 Recall Information and Blacklist Option

Add Patient Tags to the patient's profile


Patient Tags

Update the patients Communication Preferences


Communication Preferences

You can also view important patient information at the top left of the screen.

Patient Information



<End of Article>