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Access and manage key patient demographic, contact, insurance, and case information in one place.

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Patient Information

13 Pt Demographics GiUnder Patient Demographics, you can view:
  • General Information: Patient Name, Date of Birth, Age, Gender, Primary Language, Height, Weight, Primary Care Provider, SSN, Ethnicity, Sexual Orientation, Tribal Affiliations, Gender Identity, and Race
  • Contact Information
  • Emergency Contact
  • Financially Responsible Parties
  • Insurance Providers: You can delete an insurance record here. An alert will appear asking you to confirm your decision. Even after deletion, the insurance record will remain visible in this section and can be restored at any time.
  • Prior Authorization and Referral Details: Prior authorization numbers can be created and deleted here. Deleting a prior authorization does not permanently remove it. You can restore it at any time, similar to the insurance deletion function.
Any demographic or insurance changes submitted by the patient (from the Patient Portal, kiosk, Patient Hub, or the Patient Update and Insurance Update forms) will be flagged for front desk approval. A pending review indicator appears on the patient’s Demographics and Insurance pages until the request is approved or rejected. Click the indicator to open the request in the Front Desk Inbox.

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Active and Discharged Cases

Discharge Cases

  • Navigate to Patient Demographics →Cases
  • Click the Discharge Case icon (black folder)
  • Enter a reason for discharge
  • Choose the type of discharge (with the option to cancel or archive all future appointments)
**Note: **A chart note can also be changed to a discharge note, which adjusts the template of sections.
✨Smart Tip: Type “/” in the Reason box to insert a pre-created text snippet.
15 Case Discharge GiNote: Options to cancel or archive future appointments can be turned on or off from the Preferences tab.Restore a Discharged case: Restore an incorrectly discharged case by clicking on the time icon.Restore Discharge Web
Active Cases

Within Active Cases, you can:
  • Add or edit a Case
  • Review the patient’s intervention progress
  • Create an Admin Progress Note 14 Active Cases Gi
Click on the edit case icon to update the following:
  • Supervising Provider on the case
  • Case Owning Provider on the case (also used to calculate the Active Patient Breakdown report)
  • Add or view case notes for the patient Update Case Owner Prov Web
Financial Guarantor Financial Guarantor exists in both EHR and RCM Patient profiles. Any edits made to Financial Guarantor in either EHR or RCM patient profile are reflected in the other. Image Image