Managing Patient Information
Capturing, updating, organizing, and securely maintaining patient demographics, insurance details, clinical records, and documentation within VisionX to ensure accurate records.
- Navigating the Patients Tab
- Using the Vision(X) Message Center
- How to Create/Edit A New Patient Profile
- How to Add/Edit Patient Insurance Payers
- How to Add General (Non-Exam) Notes to Patient Profile
- How to Add External Documents to a Patient Profile
- How to Create a New Task from a Patient Profile
- How to Create a New Appointment from a Patient Profile
- How to Create a New Invoice from a Patient Profile
- How to Create a Pre-Payment (Credit) from a Patient Profile
- How to Link Patient Profiles