The Patient tab is where all the data for an individual patient in an account is stored. This information can match the Primary or Secondary if the Primary/Secondary Guarantor is also a patient.

• Patient Information

• Recall | Follow-Up Tab

• Insurance Tab

• Referrals Tab

• Custom Tab

• Alerts Tab

• Appointments Tab

• Notes Tab

• Emergency Tab

• Communication Tab

• Race/Ethnicity Tab

• Portal Access Tab

• School | CDA Tab

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Patient Demographics

Use these fields to record the patient demographic data. The patient's name will be required in order to save the file. This information will also pull into Appointments, Reports, Claims, and Forms. 

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