Patient File Management
Working with the Patient File
37 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
- Patient Defaults
- How to Download Files
- NDIS Funding Periods
- How to Email, Print or Download Completed Forms
- Exporting Patient Data
- Automating Recalls