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Home PM ChartLogic WinPM Archive by category "Patient Registration"

Appointments/Encounters

By Chance Knapton | ChartLogic WinPM, Patient Registration | Comments are Closed | 13 December, 2016 | 0

The Appts/Encounters tab on the Patient record allows you to do the following: View list of Patient Appointments Add/view Patient Recalls Add/view Facility Admissions View/edit Encounters Patient Appointments The Patient Appointments section shows a list of all the Patient’s scheduled appointments, including past appointments. It also shows whether each appointment is confirmed, canceled, no-show, orRead more

Patient Reports

By Chance Knapton | ChartLogic WinPM, Patient Registration | Comments are Closed | 13 December, 2016 | 0

Print Demographics From the menu at the top of the Patient screen, select Reports > Print Demographics. Address Labels (Print Now) From the menu at the top of the Patient screen, select Reports > Address Label > Print Now The Label Queue Print dialog box will appear. Select the label position (starting row and column,Read more

View Ledger

By Chance Knapton | Patient Registration | Comments are Closed | 13 December, 2016 | 0

Questions regarding the an individual’s balance can be researched by viewing the Patient account and Patient Ledger. Perform the following steps to view the Patient Ledger: From the Accounts menu on the left, click on Patients. Search for and select the desired Patient from the database. The Patient form will open, and the Balance sectionRead more

Updating Demographics

By Chance Knapton | ChartLogic WinPM, Patient Registration | Comments are Closed | 13 December, 2016 | 0

When a Patient moves, or changes their home phone number, it may affect other Patients or Persons in the system if they have family members who are also seen at the practice or are listed as Guarantors, Emergency Contacts, or Subscribers. Rather than updating each person or patient individually to make the necessary changes, performRead more

Entering Co-pays

By Chance Knapton | ChartLogic WinPM, Patient Registration | Comments are Closed | 13 December, 2016 | 0

Some practices collect the Patient Co-pay upon checkin, while other collect the Co-pay at checkout. Either workflow is fine, as long as the Co-pay is entered into MBSWin at the time of collection. Doing so allows for the following: Provides a printed receipt for the Adds the credit to the Patient account that can beRead more

Overview & Summary

By Chance Knapton | ChartLogic WinPM, Patient Registration | Comments are Closed | 13 December, 2016 | 0

When an individual who is new to your practice calls to make an appointment (or shows up as a walk-in), the first step will be to create a new Patient in MBSWin. The following is a summary of the steps for registering a Patient: Search the database to avoid duplicates Open a New Patient form.Read more

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