The Patient Menu is a feature in CareStack where you can navigate to different areas of the patient records such as Ledger, Insurance, Statements, etc. You can also use the patient menu to quickly start adding payments, forms, prescriptions, etc. for the patient by using the quick links.
To access the Patient Menu:
- Select a patient using the Global Search Bar > click Menu.
Let's explore the different items that you can use in the patient menu.
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Note: The access to different items in the Patient Menu may differ as they are role-specific. For example, A super admin user can access all items. |
The Patient Menu has four different sections. The different items on each section in the Patient Menu are listed below.
1. Profile: You can access items related to the patient's profile.
- Overview
- Insurance
- Alerts
2. Treatments: You can access items related to the planning and charting of the patient's treatments.
- General Charting
- Periodontal Charting
- Treatment Planning
- Treatment History
- Referrals
- Medical History Forms
3. Billing: You can access items related to billing.
- Ledger
- Claims
- Pre-Authorizations
- Ortho Cases
- Completed Procedures
- System Transactions
- Migrated Transactions
- Statements
4. Quicklinks: You can use these shortcuts to quickly start performing certain actions for the patient.
- Add Payment
- Add Account Member
- Add Clinical Case
- Add Form
- Add Letter
- Add Lab Case
- Add Prescription
- Upload Document
- Add Alert
- Mark for Short Call
- Refer Out
- Send Email/SMS
- Print Patient Details
Practices can use this quick guide to get an overview of the Patient Menu in CareStack!