FINDING YOUR PATIENT INFORMATION (ADDRESS, CASE, ETC.)
There are two ways to access patient information, either from the Menu Icon or from the chart.

OPTION 1: FROM THE MENU ICON
CALENDAR ICON

Here is what is contained in each tab of the Patient Information Screen.
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ITEM
PURPOSE
Information
Patient Name, Address, ER Contact
Cases
Active Date, Next Scheduled Visit, Unsigned Visits, and Past Visits (for viewing). Also, under Case Details link on right, you can access assigned therapists, POC details and referral information.
Appointments
List of all past and future scheduled appointments in chronological order.
Attachments
All documentation attached to record including Orders, Medical Records, Intake Paperwork & Signature Logs.
OPTION 2: FROM THE CHART
From within the Chart Note, you can access patient information by clicking on the



From within the Chart Note, there is also access to critical case/patient information by clicking on the icons beneath the
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.
Insurance Carrier and Total # of Visits since SOC. Shield Icon will turn red when total # of authorized visits has been reached or exceeded.


POC Expiration Date and How Many Visits Until Progress Report is Needed. Will turn red when supervisory visit is due within 3 visits.
Billed Time Compared to Scheduled Time