Patient Prompt

When you want to perform a task for a specific patient, the system will have tabs to select patients by patient name or patient number. If you know the patient's account number, click on the patient number tab and type the number. When you see the correct patient, click on their name and then click Select (the patient can also be selected by double-clicking their name). If you do not know the account number, you can access the patient by name by typing in the first few letters of their last name OR using the sliding menu bar to the right of the list of patients.

Type in the first few letters of the patient's last name.
Example: To access Stuart Brock, you could type: BRO
The system displays an alphabetical list of your patients on the screen highlighting the closest match to the letters entered.
If the person highlighted is not the desired patient, use the scrolling menu bar on the right to highlight the correct one.
Click Select to select the highlighted patient or double click on the entry.

NOTE: If the desired patient is not on the list, you can click the Insert button to add him or her to the system.

Patient Range Prompt

When you are performing a task that may require a range of patients (such as printing billing statements), the prompt will resemble the figure below.

Patient Range Prompt

If you want the feature to run for all patients alphabetically, simply click Apply. If you want it to run for all patients numerically, click the Change button

and then the By Patient Number tab. Type: 1 as the beginning patient and click Apply. Repeat this for the ending patient number.

If you want it to run for a single patient or range of patients numerically, click the Change button, select the beginning patient account number, and double-click that patient’s name. Then click the Change button again, enter the ending patient account number, and double-click the highlighted patient’s name.

If you want it to run for a single patient or range of patients alphabetically, enter the beginning and ending patient by name (as explained for the Patient Prompt above).

The system will let you run certain features (patient billing statements, mailing labels, patient letters, etc.) in zip code order. When zip sort is available, there will be a checkbox with written next to it. Make sure this box is checked if you want to use this feature.

If you click in the Sort By Zip checkbox, the system prompt in the figure below appears.

Zip Range Prompt

If you want the feature to run for all patients in zip code order, click Apply. If you want it to run for a certain range of zips, enter the beginning and ending zips.