Information Available in the Patient Window

When you select a patient's name in Practice by Numbers or find them using the search function, the Patient Window will appear on the right side of the screen.

This window provides various information and functions for each patient, including creating and assigning tasks, adding notes to their file, adding tags for customized messaging, and more.

Key Functions at the Top of the Window:

1. Phone Symbol: Click this to view the patient's phone number(s) and to text the patient.
2. Refresh Button: Click this to instantly refresh the patient's treatment plans and demographics.
3. Task and Note: Create and assign a new task for the patient or add a note to their file.

The Patient Avatar provides additional functions related to the patient window. Here’s what you can do from the Patient Avatar menu:

1. Patient Profile:

• Access the patient’s profile for detailed information.

2. Communications:

• Send Message: Send a text message to the patient.
• Review Request: Send a review request.
• Invite to Patient Portal: Send an invitation for the patient to join the patient portal.

3. Forms:

• Send Forms & Consent: Send necessary forms and consent documents to the patient.
• Send Treatment Plan: Send the patient's treatment plan.
• Submitted Forms: View forms that the patient has already submitted.
• Pending Forms: View forms that are still pending completion by the patient.

4. Payments:

• Request Payment: Send a payment request to the patient.
• Charge: Process a charge for the patient.

Tabs and Information:

1. Overview:

• Family Members
• Tasks
• Tags
• General info on due dates and upcoming visits
• Patient Sequences: This will show all campaigns the patient is currently active in. 

2. Account:

• Service and Appointment History

3. Treatment:

• Treatment Plans

4. Communication:

• Message History, filterable by message type or tags
• Patient Notes

5. Details:

• Insurance Information
• Communication preferences
• Appointment Reminder Customization

6. Insurance:

• Insurance verification tool and status

7. Documents:

• Patient documents: Use this section to securely share documents with your patients. All documents are deleted after one year. Please note that these documents can be sent to the patient via the Patient Portal secure message but will not be available for the patient to view otherwise. Please go to Settings to make sure your Patient Portal is active. 

8. Forms:

• Pending forms
• Completed forms
• Uploaded documents