Patient Information

Name

Description

1. Client Information

Patient name, Gender, DOB, SSN, Race

2. Contact Information

Address, Phone, Email

3. Client Info: Basic Information

Information about the client’s intake (status, type, date entered, patient group, etc.)

4. Client Info: Active Staff Assignments

Displays enhanced caseload tracking information from the Demographics record. A View Details button will display the underlying data and allow you to make changes to the staff assignments.

5. Client Info: Active Program Assignments

Displays program assignment information from the Demographics record. A View Details button will display the underlying data and allow you to make changes to the program assignments.

6. Client Info: Appointment Diagnoses Within Range

Displays Axis I and II diagnosis recorded for appointments within the selected date range. 

1. Session Info: Patient Contacts Within Range

Displays Patient Contacts (appointments and collaterals) within the selected date range. A View Details button will navigate to Patient Contacts for the selected patient.

2. Session Info: Scheduled Events Within Range

Displays events scheduled for the patient within the selected date range. A View Details button will open the schedule and load the selected patient. You will be able to print a list of scheduled events by right-clicking on an event -> View Scheduled Event Lising. You will be able to click on the printer icon to print the list of scheduled events. 

1. Insurance Info

Displays patient’s insurers, balance assignments, reduced fee eligibility, and credit balance. You also have the option to collect a patient copay from this tab (accessible to those with BillingTracker access only).

2. Insurance Info: Active Authorizations and Remaining Info

Displays active authorizations as well as the remaining number of sessions, hours, days, or claims left on the authorization. A View Details button will navigate to the Authorization module.

Compliance Info

Displays open compliance items (items scheduled but not completed). A View Details button will navigate to the compliance module for the selected patient.

1. Patient Summary Info: Active Problems

Displays items in the patient’s active problem list from the Patient Summary form. A View Details button will navigate to the Problem tab of the Patient Summary form for the selected patient.

2. Patient Summary Info: Active Allergies

Displays items in the patient’s active allergy list from the Patient Summary form. A View Details button will navigate to the Allergies tab of the Patient Summary form for the selected patient.

3. Patient Summary Info: Active Medications

Displays items in the patient’s active medication list from the Patient Summary form. A View Details button will navigate to the Medication tab of the Patient Summary form for the selected patient.

Vitals: Height / Weight

Displays height and weight information as entered in the Vital Tracking module. The left side of the form shows the data in a chart format and the right side shows the data graphically.

Buttons underneath the chart data will allow you to display the information in report form or to view the chart for printing/saving. The View Details button will bring you directly to the Vital Tracking module.