Patient Demographics
Patient Info
Within the Patient Portal, patients have the ability to view not only patient information (such as name, address, phone number and date of Birth on file) but also guarantor information as well as insurance (both primary and secondary) information.
Patient Edits
Portal users, as well as Check-In Module users, can also be given the ability to edit patient, guarantor, and insurance information. Patient and/or guarantor edits can immediately update their record in the system, or they can be sent to the practice to verify.
Patient Insurance
You can give patients the ability to enter new insurance coverage on the Portal. As it is being entered the system will check
for valid and complete data (such as valid policy numbers). Once updated insurance information has been submitted, your staff
will be notified of the changes and they will verify them before they get added to the system.
Patients also have the ability to upload a copy of their insurance card, or take a photo of it with a mobile device.