Manage Patient Records

As patients return to your institution for additional appointments, patient records must be kept up-to-date in the Patient Info window.

A patient record has six tabs, each containing a wealth of patient information and available tasks.

The Personal tab holds patient details such as name, chart number, address, contact information, personal demographics, items related to patient status, and assigned dental staff.

You can also use the Personal tab to complete any of the following:

The Codes tab holds patient details such as school, banking, and billing information, patient alerts and office codes that apply to the patient, custom fields and custom info (if configured by your institution).

You can also use the Codes tab to complete any of the following:

The Clinical tab holds patient details such as the emergency contact information, physician, photo, and referral information.

You can also use the Clinical tab to complete any of the following:

The Guarantor tab holds guarantor details such as name, address, contact information, personal demographics, and items related to status.

You can also use the Guarantor tab to complete any of the following:

The Employer tab holds a patient’s work details (if applicable) such as employer company, occupation, address, and contact information.

You can also use the Employer tab to complete any of the following:

Insurance benefit plan information displays in the Patient Info window > Insurance tab. Information located under the Benefit Plan section affects all subscribers to the policy; information located under the Policy Information section affects only the individual subscriber.

You can also use the Insurance tab to complete any of the following:

You can open the Patient Info window using two methods:

  • From the Patients window, click the Edit Patient () icon.
  • From the Patients window, click the Patient Card () icon and click the relevant pane to open the Patient Info window to the related tab.

Note: If a patient marks their personal information incorrect or updates it from their PatientAccess account, a sticky note displays when you select the patient record. Depending on the changes made, you can review the sticky note contents, confirm the changes with the patient, and make the changes as necessary on the applicable tab.