Benefit:
The Patient Summary gives you a quick glimpse of important patient information such as Clinical Alerts, Billing Alerts, and Due Recommendations. Just click on the Patient Summary icon available from many areas in the application.
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Step 1
Click the Billing Queue and access Unposted Superbills.
Step 2
Click the Patient Summary Icon to see a summary of important patient information.
**The Patient Summary is also available from Payments and Adjustments, Refunds, PrePay, and Eligibility.**
Step 3
OR, from the Scheduler, access the desired patient.
Step 4 
Click the Patient Summary Icon to see a summary of important patient information.
**You can also view the Patient Summary from the Calendar View, Appointment Screen, or Waitlist.**
Refer to the gPM™ Patient Summary Icon QRG for more!