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Entering Patients > Misc.



The Misc. tab allows you to enter Additional Employer Information, with phone#.

Check off permission to bill subscribers credit card; Subscriber Authorized to Bill Credit Card Monthly.

NOTE: For patients on payment plans you can run the Financial Report of Payments Due from Payment Plans and filter only patients with credit card authorization to utilize this feature.

Select a Referral Source if other than the referring physician. This is good for tracking patients coming from a particular source, like the yellow pages or a direct mailer you send out in your area OR from a particular patient. Click the look-up folder to select Referral Source OR Click Select Patient to choose a patient from the list.