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.    

 

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