The Patient Roster feature enables you to register new patients, search for patients, manage patient information, create a patient chart from an existing profile, and upload a patient roster.
From the Patients menu, select Patient Roster.
Patient Roster is the default tab and has two drop-down menus to filter the patient information shown.
The left drop-down menu defaults to the Patient search.
| Profile | Description |
|---|---|
| Patient | A patient chart Default search profile |
| Insured | Insured-only profiles that are added during patient registration (insurance information) when spouse, child, or other was selected as the patient’s relationship to insured. To create a new chart, click [create]. |
| Guarantor | Guarantor-only profiles that are added during patient registration (guarantor information) when other was selected as the guarantor’s relationship to insured. |
| All (excludes new patients) | All of the above profiles. |
| New Patient | Shows only new patients created during the scheduling process. To create a new chart, click NEW. |
The right drop-down menu defaults to the Last Name, First Name search. This search method requires at least three characters. Additional search options are Chart No., DOB, Phone, and SSN.
| Chart No. | Open the patient chart. |
| Browse/Upload | Use to upload a patient roster. |
| Download Sample File | View the sample file for the template and the steps to do a bulk patient upload. |
| Download Payer ID List | Download a CSV file of the available electronic payers. |
| Register a New Patient | Open the Registration page to register a new patient. |
You can create a chart from the Insured or New Patient search results.
The Registration page opens to the insured's partially created chart.
The Registration page opens to the new patient's partially created chart.
Upload the patient information into NextGen Office as a CSV file.
Call MPM today to schedule a Demo at 973-256-1998 x2