The patient snapshot provides a quick overview of the patient while you are on the 'All Patients' page or other pages under Lists. It also provides quick links to various important areas of the patient, such as the Patient Overview, Patient's Treatment Planner, Patient's Chart, etc.
Watch this video for a comprehensive walkthrough.
Let's explore the features of the patient snapshot.
- Navigate to the System Menu > select View All Patients under Operations.
OR
- Click Lists.
- Select the desired list to open the related page.
- On the Patients page or the selected Lists page, click any patient hyperlink to open and view the Patient Snapshot.
- The top section of the patient snapshot displays the basic details of the patient, such as the Name, Patient ID, Date of Birth, Age, Gender, Photo, and Active status. You can also view the patient flags in the same section.
- On the bottom of the patient snapshot, you will find four tabs, namely Details, Insurance, Accounts, and Medical Alerts.
- Select the Details tab to view the contact details to quickly connect with the patient, such as Phone number, Address, Email, etc. It also shows the Default Location and Default Provider of the patient.
- The Insurance tabs shows the patient’s affiliated Primary and Secondary Dental/Medical Insurance providers.
- Click the Account tab to get a quick overview of patients linked to the selected account.
- The overview consists of a table showing the Patient ID, Patient Name, Age, and the Next Appointment of the patient that is linked to the account.
- Select the Medical Alerts tab to view all Conditions, Allergies, and Current Medications of the patient, if any.
- You can utilize the quick links provided on the right side of the patient snapshot to quickly access different records of the patient. The quick links are listed below.
For General + Ortho patients:
- Patient Overview
- Ledger
- Treatment
- Chart
- Ortho Case
- Payment
- Memo
- Document
- Communication
- Insurance
- Appointments
- Add Task
For Ortho patients:
- Patient Overview
- Ledger
- Ortho Plan
- Ortho Chart
- Ortho Case
- Payment
- Memo
- Document
- Communication
- Insurance
- Appointments
- Add Task
Note: Certain Quick Links open in a new tab, while others open as a slide-out panel. These are differentiated by the icons displayed on the right side of each link. The Add Task quick link will open the Task Manager. |
Practices can use this guide to learn how the Patient Snapshot provides a quick overview and easy access to key links in one place.