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The Patient Selector is a prominent feature in most Abilities in the MacPractice software. By clicking the Patient Selector, a window will appear that allows you to search for and select a patient's account.
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The appearance and features available in the Patient Selector are dependent on the build you're currently on. You can check your MacPractice build by selecting "About MacPractice" in the MacPractice Menu.
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MacPractice Builds 12 and above (and 11.17)
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In MacPractice Builds 11 and prior
MacPractice Builds 12 and above (and 11.17)
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When you click the Patient Selector, the Patient Selector window appears and you'll note that there are two additional tabs: "Appointments", and "Recent".
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Appointments Tab
The purpose behind the Appointments Tab is to facilitate the workflow of billers or office managers who work in the ledger who need an easy way to select patients with appointments scheduled that day without leaving their current ability.
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The Appointments Tab will allow you to review the given appointments for a selected day. Appointments for all resources will be pulled into the results, but you can adjust this in the new Patient Selector Preference Category. By default, the date will be set to today's current date and today's appointments will appear. You can toggle days by clicking the left and right arrow buttons, return to today by clicking the Today button, and you can manually enter a specific date if you desire.
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If the day is changed, the current MacPractice user session will recall the selected day until the user logs out and back in, in which case it will return to the default date of today.
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The table displays all patients with an appointment on the date selected. Columns indicate the detail of the appointment in question. You can sort the table results by clicking on any column header. Double clicking a patient will select that patient.
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If there are any alerts on the patient account, you'll see a yellow or red triangle with an exclamation point. You can click the exclamation icon to show any Patient or Account alerts.
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To de-select a patient, you can simply click the circled X in the Patient Selector to the right of the patient picture.
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