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Patient File Management
Working with the Patient File
31 articles
How to add a Memo to the Messages tab of the Patient File
Editing a patient's appointments in bulk
Invoicing from a patient file to a third-party payer
Creating Spreadsheet Templates
Deleting an Account
Using the Quick Actions Menu
Using the Image Viewer
Adding Default Accounts
Changing the order of patient file tabs
Adding an Account to a Patient File
Pinned Tags
COVID-19 Vaccination Status Warnings
Recording a Patient's COVID-19 Vaccination Status
How to Merge Duplicate Patient Files
Printing and Emailing an Appointment Schedule for a Patient
How to Store Medicare & DVA Card Details
How to Mark a File Attachment as Confidential
How to Upload an Attachment to a Patient File
Marketing Statuses
How to Add a Patient Recall
Setting up Recall Types
How to Create a Patient Task
Managing Treatment Plans
Making a Patient File Inactive
Adding Tags to Patient Files
Patient Contacts and Relationships
Linking Family Members
Adding a Referring Doctor to an Account
Default Treatment Plans
Enabling Task Alerts
Patient Sex, Gender and Pronouns in PracSuite