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You can easily look up a patient with the Patient Search tab, or you can use the Appointments tab to look up a patient based on an appointment made for them on a selected day. The Recent tab lets you look up a patient you've recently selected.
You can read more about how the Patient Selector works in this article.
When you select a Patient in the sidebar, you're taken to their Account. At the top of the MacPractice window, you can see the Account Number and the Patient Name for the Account. It is important to note that you can have several patients under an Account, and Accounts share a ledger and Primary and Secondary Guarantors. This is useful in the case of family accounts, where one or two individuals with health insurance will cover the rest of the family, and the Account holder will be paying for the entire family's procedures. If a patient is not going to be covered by the Account holder, you may consider creating a new Account for that individual.
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Important: In MacPractice Gen 11 we've revamped the Clinical Tab. It is now the Clinical Ability, with much of the functionality of the Clinical Tab simply moved over. For more information on the Clinical Ability, please click here. |
The information below is more relevant to MacPractice Gen 9 and below.
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The Dental tab contains both Restorative Charting and Perio Charting for the selected Patient. As these topics can get lengthy, we have included links to focused guides on the functionality of Restorative Charting and Perio Charting.
Restorative Charting
Click here for a guide on How To Set Up Restorative Charting.
Click here for a guide on How To Use Restorative Charting.
Perio Charting
Click here for a guide on How To Use Perio Charting.
Ledger
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The Ledger contains records of all procedure codes charged to the patient's Account. It also houses all insurance claim submissions, received patient and insurance payments, as well as account adjustments, write-offs, and statement data.
Click here for a Ledger Quick Start Guide.
Orders
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The Orders Tab (And Orders Ability) allows you to send intra-office Orders to manage and assign tasks and track particular items that need to be addressed within the office. This is a great tool to assist with communicating between MacPractice users.
Click here for a guide on How To Use Orders.
Printing a Patient Face Sheet
Whenever you’re on the Patients Ability, you can print off a face sheet for the patient that contains a summary of their demographic data by pressing Command-P on your keyboard.
This face sheet is not editable.
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