From the Patients page, select the desired patient.

The Patient Profile section displays general information such as demographics, contact details, and medical history.

Edits can be made as needed, but always click Update to save changes.

Scroll down to the Insurance section at the bottom of the patient’s profile.

Use the Add Insurance button to enter Primary, Secondary, or Tertiary insurance.

After completing the form, click Verify Insurance to run eligibility.

Verification details will show the insurance status, benefits, and coverage.

Always press Update to save changes.

Navigate to the Appointments tab within the patient’s dashboard.

Here you can:

After updates, refresh the page to ensure changes reflect correctly.

Go to the Orders tab to view or manage patient-related medical or supply orders.

Review order details such as product type, date, and order status.

Always ensure orders are placed with accurate patient details and correct home health information to prevent claim bundling.

Always start at the Patient Profile before moving to other tabs to confirm you’re working on the correct patient.

When making multiple edits (insurance, profile, orders), save frequently by clicking Update.

Use the search and filters within Appointments and Orders to quickly find relevant entries.

Run insurance verification as soon as insurance is added to avoid processing delays later.

Failing to click Update after changes will result in lost data.

Appointment cancellations or deletions may require approval depending on your role.

Orders tied to incorrect home health information can lead to bundled claims, causing billing issues.

Insurance verification results depend on payer systems and may take time to return complete details.