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
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