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- View or change your Price Plan
- Manage Claim Scrubbing
- Manage Real-Time Eligibility
- Manage Patient Estimates
- Manage Address Verification
- Manage Cloud Document Imaging
- Manage Appointment Reminders
- Manage Recurring Data Snapshots
- Manage In-Application Credit Card Processing
- Manage your Patient Payment Portal
- Manage Enhanced User Print Statements
- Manage Automated Statements
- Manage Application Co-Branding
- Manage Claim Attachments
- Manage Manual Electronic Statements
- Manage your Intake Forms (Intelligent Intake)
- Manage Data Sync
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- Delete a dashboard
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- A/R Aging
- Average Touches to Completion Gadget
- Charges & Debits Gadget
- Charges Not Billed Gadget
- Claim Denials Gadget
- Claim Rejections Gadget
- Claims Billed Gadget
- Claims Entered Gadget
- Clean Claim Rate Gadget
- Collections Aging Gadget
- Days in A/R Gadget
- First Pass Resolution Rate Gadget
- Gross Collection Rate Gadget
- Insurance Payments & Adjustments Gadget
- Interface Errors Gadget
- Lag Time Gadget
- Net Collection Rate Gadget
- Patient Payments & Adjustments Gadget
- Patient Statements Gadget
- Patients Added Gadget
- Payer Mix Gadget
- Payments Received Gadget
- Payment Plan Balance Gadget
- Procedure Frequency Gadget
- Refunds & Reversals Gadget
- Scheduled Appointments Gadget
- To-Do List Gadget
- Top Clients Gadget
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- Adjustment Code Data
- Appointment Data
- CPT Code Data
- CPT Situational Modifier Data
- Charge Panel Data
- Charge Panel Line Data
- Claim Statement Data
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- Customer Data
- Eligibility Data
- Facility Data
- Fee Schedule Data
- Fee Schedule Price Data
- Patient Note Data
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- Resource Data
- Referring Data
- Collection Agency Data
- Revenue Code Data
- Estimate Data
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- Adjustment Reasons Report
- Charge Aging Report
- Charges Appealed at Insurance Report
- Charges Due Insurance - by Aging Range Report
- Charges Due Insurance - by Date Range Report
- Charges Due Patient - Family Account Report
- Charges Due Patient - Single Accounts Report
- Charges Due Patient - by Date Range Report
- Charges Pending Insurance Report
- Charges at Collection Report
- Contract Analysis by Contract Report
- Contract Analysis by Payer Report
- Denials Report
- Open Charges Set to Paid Report
- Payments Received by Charge Date Report
- RVU (Revenue Value Units) Report
- Refund / Reversal Report
- Transfers Report
- Unpaid Reasons Report
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- All Patients Seen - Charge Details Report
- Charge Overview by Date Range Report
- Claim Details Report
- Claim Follow-Up Report
- Claim Process Mode Conflict Report
- Claims On Hold Report
- Claims Pending Patient Report
- Claims Pending Physician Report
- Claims Printed by the User Report
- Claims Rejected at Clearinghouse Report
- Claims Waiting for Review Report
- Claims Waiting to be Printed by User Report
- Claims Waiting to be Sent to the Clearinghouse Report
- Electronic Claim Activity Report
- First Pass Resolved Claims Report
- Incomplete Claims Report
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- Claims Billed Report
- Claims Entered Report
- Daily Deposit Report
- Daily Patients Seen Charge Date Report
- Daily Patients Seen Last Seen Date Report
- Daily/Monthly Charges and Debits Report
- Daily/Monthly Insurance Payments/Adjustments Report
- Daily/Monthly Patient Payments/Adjustments Report
- Daily/Monthly Payments/Adjustments from Collections
- Daily/Monthly Transactions Report
- Patient Visits without Charges Report
- Provider Adjustment Reasons Report
- Daily/Monthly Net Charges Report
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- Appointment Reminders Report
- Claim History Report
- Facility Statistics Report
- ICD Frequency Report
- Insurance Check Listing Report
- Merchant Payments Report
- Patient SMS Appt Reminder Opt In Status Report
- Patients with a Specific CPT Performed Report
- Payment Portal Logins Report
- Payment Portal Registration Report
- Patients with a Specific Diagnosis Report
- Payments Received by Charge Aging Report
- Procedure Done in a Date Range Report
- Referring Marketer Receivables Report
- Referring Marketer Statistics Report
- Referring Physician Statistics Report
- Referring Source Report
- See What Insurance Paid on Charges Report
- User Audit Report
- User Login Report
- Claim Scrubbing Validations Report
- Customer Access Listing Report
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- Charge Panel Listing Report
- CPT Listing Report
- Credit Adjustment Report
- Electronic Payer List Report
- ICD Listing Report
- Inventory Report
- Payer Listing Report
- Payer Listing by Usage Report
- Provider Listing Report
- Remittance Code Listing Report
- Task Search Report
- ePS Electronic Payer List Report
- Appointments Without an Estimate Report
- Estimate Listing Report
- Estimated VS Actual Amounts Due Report
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- Eligibility Requests Report
- Inactive Patients Report
- Incomplete Patient Reports
- Insurance Credits Report
- Next Appointment Report
- Patient Birthday Listing Report
- Patient Deductible Report
- Patient Duplicates Report
- Patient Follow-up Report
- Patient Listing Report
- Patient Listing by Balance Report
- Patient Listing by Payer Report
- Patient Notes Report
- Patient Recall Report
- Patient Statement Comments Report
- Patient Statements Turned Off Report
- Patients Seen by Office Report
- Patients at Collection Report
- Patients with Account Credits Report
- Patients with Statements Sent x Times Report
- Payment Plan Balances Report
- Referring Provider Patient Report
- Statements Sent in a Date Range Report
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- Merge a Patient Account
- Undo Patient Merge
- Check for Duplicate Patients
- Update Claims with Current Insurance
- Update Claims with an Archived Insurance
- View All Appointments
- View All Claims
- Track Submission History
- Create Professional Claim for Patient
- Create Institutional Claim for Patient
- Create an Appointment for a Patient
- Post Payment for a Patient
- Create a Payment Plan
- Open Manage Account
- Create a Task for a patient
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- Find Payment Transactions
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- Edit Procedure Status
- Apply a Discount to a Charge
- Apply a Credit Adjustment to a Procedure Transaction
- Apply a Debit Adjustment to a Procedure Transaction
- Apply an Account Credit to a Procedure Transaction
- Add an Info Line to a Procedure Transaction
- Delete a Procedure Transaction
- Recover a Deleted Procedure Transaction
- Manage Statements Sent per Claim
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- Find or edit a Claim
- Managing Incomplete Claims
- Delete a Claim
- Print Options
- Print Claim Transaction History
- Print Open Negotiations Form
- Review Claim
- View Claim Activity
- Claim Status
- View Claim Summary
- Create/Manage Patient Estimates
- Manage Patient Claim Notes
- Manage Follow Up Activity
- Manage Patient Alerts on Claims
- Manage Tasks on Claims
- Manage Documents for a Claim
- Apply Account Credit to a Claim
- Apply an Unapplied Copay to a Claim
- Post New Payment to a Claim
- Send Claims to Secondary or Tertiary Insurance
- Re-submit a Claim
- Print Medicare Roster Billing Claim
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- Error:The above charge was not found [DOS, CPT, Amount, Modifider(s)]
- Error: Unable to lock patient. Patient already in use
- Error: This adjustment reversal was not applied because no prior adjustment was found.
- Error: Patient/Claim Not Found
- Warning: The charge was already paid (balance of $0.00)
- Warning: Payment already entered by this payer. No changes made.
- Warning: Adjustments from the secondary payer were not applied
- Warning: The payer for this check could not be found in your payer list. The source of this payment has been set to the primary payer on the claim
- Warning:The allowed amount does not match the corrected amount.
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- Statement - Payment Plans
- Statement A - Activity Listing
- Statement A - Activity Listing (no IPP)
- Statement B - Summary & Activity
- Statement B - Summary & Activity (no IPP)
- Statement C - Charge Details
- Statement C - Charge Detail (no IPP)
- Statement D - Final Demand Notice
- Statement D - Final Demand Notice (no IPP)
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- Appointment Information
- Facility Information
- Default Primary Policy
- Default Secondary Policy
- Default Tertiary Policy
- Default Primary Insured
- Default Secondary Insured
- Default Tertiary Insured
- Patient Information
- Payer Information
- Payment Plan Information
- Practice Information
- Provider Information
- Referring Information
- Other Information
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- Release 14.22.0 - November 18, 2024
- Release 14.21.0 - November 4, 2024
- Release 14.20.0 - October 21, 2024
- Release 14.18.0 - September 23, 2024
- Release 14.17.0 - September 9, 2024
- Release 14.16.0 - August 26, 2024
- Release 14.14.0 - July 29, 2024
- Release 14.13.0 - July 15, 2024
- Release 14.12.0 - July 1, 2024
- Release 14.11.0 - June 17, 2024
- Release 14.10.0 - June 3, 2024
- Release 14.9.0 - May 20, 2024
- Release 14.8.0 - May 6, 2024
- Release 14.7.0 - April 22, 2024
- Release 14.6.0 - April 8, 2024
- Release 14.3.0 - February 26, 2024
- Release 14.2.0 - February 12, 2024
- Release 14.1.0 - January 29, 2024
- Release 14.0.0 - January 16, 2024
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- Release 13.22.0 - December 18, 2023
- Release 13.21.0 - December 4, 2023
- Release 13.20.0 - November 13, 2023
- Release 13.19.0 - October 30, 2023
- Release 13.18.0 - October 17, 2023
- Release 13.17.0 - October 02, 2023
- Release 13.16.0 - September 18, 2023
- Release 13.15.0 - September 06, 2023
- Release 13.13.0 - August 08, 2023
- Release 13.12.0 - July 24, 2023
- Release 13.11.0 - July 10, 2023
- Release 13.10.0 - June 26, 2023
- Release 13.9.0 - June 12, 2023
- Release 13.7.0 - May 15, 2023
- Release 13.6.0 - May 01, 2023
- Release 13.4.0 - April 07, 2023
- Release 13.3.0 - March 21, 2023
- Release 13.2.1 - March 06, 2023
- Release 13.1.1 - February 20, 2023
- Release 13.0.0 - January 25, 2023
- Release 12.23 - January 18, 2023
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- How To Add a Provider
- How To Configure and Run Eligibility
- How To Add a Practice
- How To Add a Payer
- How To Add a Referring Provider
- How To Add a Facility
- How To Configure Automated Statements
- How To Configure User Print and Mail Statements
- How To Manage Alerts
- How To Create a Label
- How To Create Superbills
- How To Add an Automated Prompt Payment Discount
- Contact Us
Patient
The Patient section allows you to add and edit your patient demographics, insurance, claim information, and documents, as well as check eligibility and view patient appointments. It also allows you to set up claim defaults for the patient as well as billing preferences and more.
Who can use this feature?
Users with the Patient permission.
Users with the Personally Identifiable Information - SSN permission can view the patients SSN Number
Users with the Patient Activity permission can view the patient’s activity report.
Want to see a detailed list of changes made to specific records throughout the Patient Section? Use our Enhanced Auditing (Show History) feature to track modifications, changes, and updates within CMD. Visit our Enhanced Auditing (Show History) Help Article for more information.
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