Tips & Tricks
 

Update Patient Demographics From a Charge

Benefit:

While reviewing charges and billing, sometimes we need to make updates to the patient’s insurance or demographics. You can do this right from the superbill without missing a beat!

 

STEP 1
From the superbill or encounter, click on the patient’s name, displayed as a hyperlink
STEP 2
View or update the patient’s demographics, or click the Insurance tab to update insurance information.  

    

STEP 3

Click Save to save all changes and return to the superbill or encounter.    

 

RELATED ARTICLES

Let’s Work the Waitlist from Calendar View

Benefit: A simple right-click on an appointment slot in the Scheduler Calendar View gives…

Prescribing is easier with My Medications Favorites

Benefit: My Medication Favorites simplifies your prescribing workflow by using your favorite list of…

Access to Clinical and Billing Alerts in gPM™ is easy with Patient Summary

Benefit: The Patient Summary gives you a quick glimpse of important patient information such…