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Assigning Patients to Groups

support@pattrac.info This lesson describes how to assign a patient to a group. Assigning the Group 1. Click the Clinic Groups menu item in the left Navigation Panel 2. Locate the Group in the list and double-click to open. 1. To add a new member, click the New icon in...

Accepting Patient Payments (Unapplied)

support@pattrac.info This lesson describes how to enter a Patient Payment. Specifically, an payment that is “unapplied”, or not attached to any specific charge(s). Create a New Patient Payment 1. Click the Billing module button 2. Click the Patient...

Patient and Admission Documents

support@pattrac.info This lesson describes how to attach documents to a Patient’s record. Patient Documents Documents can be attached to a Patient’s record or to the patient’s Admission record. Documents attached to the Patient Record or Chart are...

Signing Patient Consents

support@pattrac.info This lesson describes how to sign patient consents. Patient Consents Patient Consents are stored in the Patient Admission record.  Consents may consist of individual consent documents, or can be several consent documents combined to create a...

Adding Patient Payers

support@pattrac.info This lesson describes how to add Payors, or Insurance to a Patient’s record and how to select the Payer for the patient’s admission. Unnamed Heading Add the Patient’s Payer/Insurance Information This process adds the...