Patients

The registry for the selected client, and the record every visit, claim and payment traces back to.

Who Can See It

User only, when the client is licensed for patients. Administrators and Managers have no access to patient data by design, which Roles and Access explains.

The List

Column	What it shows
MRN	The medical record number, and the identity the registry is keyed on
Patient	Name
Sex	As recorded
Primary insurance	The coverage claims will bill first
Last visit	When they were last seen
Open	How many claims are open for them
Balance	Unpaid claim balances owed by payers
Email, Marital status, City, Created	Available from the column menu, hidden by default

The list filters and searches, and rows can be selected for a bulk Export or Delete.

The Patient Page

No tabs. Demographics sit at the top, with the MRN beside the name, then six cards.

Field
First Name, Middle Name, Last Name	Name as it will appear on a claim
Date of Birth, Gender, Marital Status	Demographics payers check
SSN	Masked, showing only the last four digits
Email	Contact
Medical Record Number	The registry key

Card	What it holds
Insurances	Coverage in the order it bills: Primary, Secondary, Tertiary
Billing Restrictions	Every reason this account must not be billed - QMB, deceased, bankruptcy, payment plan or do not bill - with its reason, where it came from and its window. Rows read Proposed when an ERA remark raised them and nobody has confirmed them yet, Active while they stand, Scheduled before they start and Ended afterwards. A Proposed row holds statements just as an Active one does
Visits	Every encounter for this patient
Claims	Every claim tracing back to them
Transactions	The ledger for this patient, with a running total
Statements	Every statement generated for this patient, with its stage, amount due, status and a download of the document. A row opens the statement

Patient data usually arrives through imports rather than typing, but any field can be corrected in place when the source was wrong.

Actions

Action	What it does	When it is offered
Add Insurance	Adds a coverage to the patient	On the Insurances card
Add Restriction	Records a reason not to bill this patient, with the date it takes effect and, if known, the date it ends	On the Billing Restrictions card
Generate Statement	Bills this patient now, outside the cycle, from the balance on the ledger	On the Statements card. Greyed when the patient has no balance to bill, or the account carries a credit, and the tooltip says which
Export	Downloads the selected patients	Once rows are selected
Delete	Removes the selected patients	Once rows are selected

Each insurance row can be edited, deleted, or shown with its history. Each restriction row can be shown with its history; a Proposed row can be confirmed, which records that you agree with the ERA and changes nothing else; and any row that has not ended can be ended, which asks End Billing Restriction? with an optional reason, closes the window today and keeps the row as history. Nothing deletes a restriction.

States

• Empty - a client with no patients says so.
• This patient isn’t in this client if you follow a link scoped elsewhere.
• No statements for this patient on the Statements card.
• No billing restrictions on this account on the Billing Restrictions card.
• This patient already has an open restriction of this type when adding a second one of a kind that still stands; end the first before adding another.
• Blocked - without the patients module the screen is not in the sidebar, and a saved link to it says the module is not part of your plan.

Related: Visits · Insurance Plans · Claims · Statements · The Claim Loop