All About Patient Top Card – CareStack: User Resource Center

The Patient Top Card serves as a comprehensive snapshot of vital information related to each patient. This tile-like section is conveniently positioned at the top of every page, providing patient information relevant to the page and giving quick access to contextual details essential for efficient patient care and administrative processes. It is designed for easy navigation and quick reference, providing practices with immediate insights into the patient.

Watch this video for a quick overview.

Note: Slide-outs do not have a patient top card.

Let's explore the various types of information on the patient top card by page or module.

Types of Information Shown on Patient Top Cards

Name: The patient's first name and surname.
Image: The patient's image.
Patient ID: The patient's ID number.
DOB: The patient's date of birth.
Age: The patient's age in years and months.
Gender: The patient's gender.
Active Status: An indicator to show if the patient is active or not.
Social Security Number: A nine-digit ID number in the US for tracking and taxation purposes.
Driving License Number: If the patient has a DL, its official ID number can be shown here.
Mobile & Email of the Patient: The patient's mobile number and email. Click the Call button to directly call the patient.
Patient Flags: Labels that can be attached to a patient's account to quickly identify important information about them.
Clinical Summary: Click on this button to open the patient's Clinical Summary.
Pending Recalls: A warning indicator that shows recalls that are pending for the patient.
Overdue: You can see the Overdue date. Click on this hyperlink to start scheduling.
Linked Account Members: You can view the number of members linked to the patient's account. Click on this button to view more details.
Primary and Secondary Dental: Information about the primary and secondary dental insurance plans of the patient.
Number of Recalls Pending: View the number of pending recalls along with the Date and Code/Production Type. You can also click on Book, which will take you to the scheduling action.
Location: The provider's location.
Provider Name: Name of the patient's provider.
Total Patient Balance: The sum of the Total Aging Balance and Contracted Balance.
Patient Unapplied Credits: Usable and refundable patient credits that have not yet been applied to any specific dues on the patient's account.
Last Appointment & Next Appointment: As the name suggests, this shows the last appointment and the upcoming appointment date of the patient.
Patient Financial Notes: You can view the number of patient financial notes. Click on it to view more details.
Active Payment Plans: You can view the number of active payment plans of the patient. Click on it to navigate to the Payment Plans page.
Open Claims: You can view the number of the patient's open claims. Click on it to go to the Claims page.