Topic: Patient Miscellaneous Information

Patient Miscellaneous Information

Patient Miscellaneous Information

See Also:

This tab includes several unrelated options and entries.

Responsible Party

If another person or organization is financially responsible for debts on the patient's account enter the name, address, and telephone number here. Patient statements will be addressed to the responsible party if one is entered. Most of the time, a responsible party is related to the patient and shares their address and telephone number. The Copy Patient Information button will fill-in the patient's address and telephone number leaving you to enter the name.

When statements are printed, the responsible party name and the address are treated separately so entering only a name will use the responsible party name and patient's address while entering only an address will use the patient's name and responsible party address.

Fee Schedule

You can have up to three fee schedules for setting procedure code based fees. Select which fee schedule services for this patient will use.

Copayment

If the patient has a copayment, enter the amount here. This will become the patient responsibility amount when you add a service for this patient.

Warning

Aeris doesn't define what a warning means; it means whatever you want it to mean. The only effect of setting a warning on the patient is to highlight them on the patient list as a visual indicator.

Patient is Active

If you are not currently seeing a patient, you can make them inactive by removing the check in this box. You can only make them inactive if they have a zero balance. If you try to make a patient with a nonzero balance inactive, the program will ask if would like to clear the balance with adjustments. If you answer Yes, the patient's account will be forced to zero and they will be made inactive.

Notes

Here you can enter any notes about the patient or their account that will help you manage your practice. This is not designed for clinical information though nothing prevents you from using it for clinical information. Keep in mind that patient notes cannot be printed.