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.