Patient

Click here to add a new patient and clear all data from all fields on this screen

 Click after confirming that all changes are correct and insuring the changes will be saved

This allows a quick copy of an existing patient's information in order to facilitate setting up another family member or another account for this patient

At anytime a statement of a patient's account may be printed by choosing this option

This feature makes a copy of the patient's mailing address for use in other software packages ie word processing.

Use this to prevent changes that were made but do not need to be kept

Will show you information about the PBClinic software ie Version and Copyright

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Unique identifier generated by the software

This is here to allow synchronization of Id for your charting system

A  toggle switch governing patient searching within this screen.  If Active Accounts is chosen - then only active patients will show in drop down tables.  If All Accts is chosen - then all accounts will show in drop down tables, but the inactive accounts will be lined out.

 

Unique identifier generated by the software - This is a searchable field identifier

Free Form informational area to Alert the staff to patient's special needs or circumstances.

This is here to allow synchronization of Id for your charting system, this is a searchable field Identifier

A system auto generated number identifying a super bill that was printed and is active for this patient.  This can be used in services entry to help track that all services have been entered.

The Date the patient signed the HIPAA consent form was signed by the patient

Click here to force an immediate re-calculation of the patient's account balance (Private, Insurance and Total)

A toggle switch indicating whether or not this patient account is subject to a billing fee when the billing fee process is run (see Adminstration / Billing Fee)

Enter any note you wish to have included on the patient's private statement each time it is printed.