Open a Record

You're able to open a patient's record or claims within the appointment scheduler.

  1. Select Appointments > Scheduler.

  2. Find your appointment on the calendar.

  3. Right-click on the appointment, and select one of the following:

    1. Find Claim For Visit: Select this option to open claims created for the selected visit.  

    2. Find Claims For Patient: Select this option to open all claims for this patient.