Patient Reference Panel

Use the Patient Reference Panel to load a patient's account information into the Side Panel. Generally, this is the first step in entering patient information, charges, payments and appointments. The table following the window example describes the fields in the Patient Reference Panel.

Tips:

The Patient Reference Panel is also called the Patient Load Area, the Patient Account Number Area, or simply the Reference Panel.
The information in the Patient Reference Panel for Scheduling is different from Billing (including Patient Entry and Charge Entry).

Directions:

To load a patient into a window:

Enter a patient Account Number.
Tip: To see several methods and shortcuts for entering the Account Number, see Tips for Entering the Patient Account Number.

Click Patient Load , or press [ENTER].

Patient Reference Panel -
Billing Example

Patient Reference Panel -
Scheduling Example

Patient Reference Panel Prompts

Tip: To see more information about a field, click the hyperlink for that field name.

Account

To work with an existing patient, enter the Patient Account Number. To create a new patient, enter blank or N. (up to 6 characters, blank, N)

Required

Tips:

To search for a patient account, click Search on the INSight Toolbar. From the Search list you can select the desired patient account.
For more information about entering the Account Number, see Tips for Entering the Patient Account Number.

To load the patient account information, click Patient Load or press [ENTER].

Note: If the Patient Account Number is blank or N, clicking Patient Load launches the New Patient Wizard.

Warnings:

If you enter an invalid Patient Account Number during Patient Entry, the following message displays on the Status Bar:

If you enter an invalid Patient Account Number during Scheduling, the following message displays on the Status Bar:

Billing Information Displayed

Tip: The following information displays when you are in a window for Patient Entry, Inquires, Charge Entry, or Payment Entry.

Patient Demographics

Displays the following patient information for your reference:

Scheduling Information Displayed

Tip: The following information displays when you are in the Scheduling Window.

Patient Demographics

Displays the following patient information for your reference:

First Name
Last Name
Home Phone
Work Phone
Date of Birth
Last Payment Date
Patient's Insurance 1, Insurance 2, & Insurance 3
Patient Balance
Insurance Balance
Other Balance
Remarks
Patient's Provider Code
Number of Missed Appointments

To open the Patient Appointments Window, click Appts.

Keyboard shortcut: [ALT + a]

To search for a referral authorization for the patient, click Ref Auth.

Keyboard shortcut: [ALT + r]

Notes:

For directions to search, see the Patient Referral Authorization Search Window.
If referrals do not exist for the patient, the following message on the Status Bar alerts you:
If referrals exist for the patient, but the above message displays, please contact NDS Technical Support for help.