Navigation:  Editing and Entering Claims > Provider, Patient, and Payer Tables > Stored Patients

How can I view stored patients?

Patients stored in the database can be viewed and edited in the Stored Patients editing window. To open the Patients viewer, follow the steps below:

 

1.Go to Claim Entry/Edit > Stored Patients in the main window.

 

 

The following window will open:

 

 

2.There are three parts within the "Stored Patients" window (see details in the next section): the Query Box, the Stored Patients Panel, and the Patient Information Panel. Fill and modify the information, and once you are done, click on the "Save Patient Into Database," which will modify the contents of the selected patient's row to match your changes. If you want to delete a patient instead, select the patient you want to delete, then click on the "Delete Patient" button.

 

Which are the different parts of the "Stored Patients" window?

See the details for each part below.

 

Query Box

 

 

The Query Box uses a SQL statement to search the database.

 

Stored Patients Panel

 

 

The Stored Patients Panel has two tabs: the "Stored Patients" and "Define Query" tabs. Within the first, you can see the list of any stored patients. Selecting one will fill out the Patient Information form beneath it. The second tab allows you to define specific search criteria.

 

 

Patient Information Panel

 

 

The "Patient Information" panel displays the fields in which you can fill in the patients' information. To create a new patient, click the "New Patient" button below the Stored Patients table. Editing the patient fields and clicking "Save Patient into Database" will modify the contents of the selected patient's row to match your changes.

 

Once you have filled out all the relevant fields, click on the "Save Payer into Database" button to save the information into the database.

 

Note: Fields with a red asterisk ("*") are required.