Insight GO Quick Links
Finding Patient Information
You can locate patient either by using the magnifying glass icon or by expanding/collapsing patient information from within the chart.
If you cannot find the patient, please DO NOT try to enter as a new patient and contact the office for assistance.
Page Links
OPTION 1: FROM THE MAGNIFYING GLASS
Click on the Magnifying Glass to search by name, date of birth or telephone number. Once you locate your patient, click the name to access the patient record. If you cannot find, NEVER add Patient, but call the office for help.
ITEM
PURPOSE
Demographics
Patient Name, Address, ER Contact
Appointments
List of all past and future scheduled appointments in chronological order.
Attachments
Cases
All documentation attached to record including Orders, Medical Records, Intake Paperwork & Signature Logs.
Case Name, Insurance, Case Goals and Chart Notes including Current Note Selected.
OPTION 2: FROM THE CHART
From within the Chart Note, patient information is always available as a SideBar. Click to expand and click again to collapse.
From within the Chart Note, there is also access to critical case/patient information by clicking on the icons at the top of the note. Icons are always blue when there are no issues/warnings and red when there are issues/warnings on file.
ICON
CONTENT
Diagnosis and any Precautions/Contraindications,. Box appears "Red" if there are precautions attached to the record and is blue if there are no precautions or contraindications established for the patient.
Authorizations. Will include total # of visits in POC and date Plan of Care expires. Shield Icon will turn red when total # of authorized visits has been reached or exceeded.
Billed Time Compared to Scheduled Time