Keeping up with every patient record can be overwhelming in a busy dental practice. Analytics patient cards were created so you and your team can easily have access to patient information, scheduling, payments, and communication options in one central location.
You can use Analytic's patient card to see patient contact information, track communications, collect past-due balances, and so much more! In this article, you'll learn about:
How to Access the Patient Card
To access patient cards from anywhere in Analytics, use the Patient Search Bar located within the top navigation bar of any webpage. Search patients by name or ID to get started.
You can also access patient cards from the Follow Ups bell in the top navigation or the left side menu. Open a patient card by clicking on the patient's name.
You can also access patient cards from the Patients tab in the left side menu and click on Patient Finder.
Review existing patient lists or create new searches using filters that can be saved as lists you can easily access again and again.
Patient Information Overview
Once you've searched for and located the patient, click on their name to open their patient card. To access their patient information overview, click on the carrot in the upper right corner of the patient card.
From this slide, you can view contact information, appointment information, and patient identifier information like their Patient ID, age, gender, and Insurance ID.
Patient Card Quick Actions
Click on the Calendar icon to make an appointment. Choose from sending the patient an email or text message, schedule directly from the calendar, or create a custom scheduling link so that the patient can choose a date that works with their schedule.
Send Payment Requests and Collect Payment
Click on the Payments icon to send the patient a payment request or to collect payment directly via your virtual terminal during in-office visits or over the phone.
Click on the Phone or Mail icon to contact the selected patient with a phone call or send them an email.
Private Patient Notes
Click on the Clipboard icon to create a private note related to the selected patient. This can be a helpful tool for your team to better serve the patient during their next visit.
Create Follow Up
Click on the '+' icon to create a Follow Up directly from the patient card. Choose the follow up type, provider, date, and notes. Click Create to save the Follow Up when finished.
Use the Tasks tab of the patient card to review any action items related to the selected patient. The patient card will show the current tasks that are related to this patient, such as outstanding follow ups, pending treatment costs, and upcoming hygiene appointments that still need to be scheduled.
Use the Stats tab to review the patient's last visit date, next visit date (if scheduled), when their next hygiene appointment is due by, any outstanding AR balance, remaining insurance, and any current treatment plan balance.
Use the Family tab to review associated family members related to the selected patient. Use this tab to find additional opportunities for scheduling upcoming or overdue appointments.
Clicking on the associated family member's name will open their patient card.
Use the Activity tab to filter recent actions related to the selected patient. Filter by follow ups, notes or the office journal, scheduling, and payments.