In this article, you will learn about our updates to:
- Provide insurance completion from the appointment
- Clarify form statuses
- Ensure patient email has been verified before emailing encounter to the patient
Completing Patient Insurance within the Appointment
Appointments include a notification addressing whether patient insurance information has been documented to ensure this valuable billing information is captured.
Click Add insurance to open a new tab and complete the required information.
The saved insurance details are available in two locations:
- In the patient chart within the RCM
- In the appointment within the EHR
Updated Status Labels for Forms
Status labels for forms have been updated to provide more clarity:
- Not Signed was changed to Not Completed
- Signed was changed to Completed
Patient Email Verification Required for Sharing Encounter
In order to ensure patient data is being shared with the correct recipient, an error will occur when trying to send the encounter to a patient with an unverified email address.
To verify a patient's email, navigate to the Patients tab and locate the desired patient using the search field. The icon indicates that the patient's email address has not been verified. Click on the three dots to the right to resend the email confirmation.
Once the patient's email has been confirmed by them, you can send that patient their encounters with confidence.