Patient Appointment Details

​

View chart notes for an appointment

Click on the Appointments tab at the top of the Patient ProfileClick on the square icon (to the right of the calendar icon) to open the Chart Note for the desired appointment.

​

Filter appointments

Filter appointments by: Date of Appointment - Provider - Case - Facility - Status - Custom Tags

​

Download patient schedule

Select appointments by checking the box to the left of each appointment → Choose to Download or Fax the patient’s schedule.Note: You can bulk fax or download PDFs by selecting the checkbox at the top of the appointments table. Uncheck any appointments you don’t want, or simply check the ones you’d like to include.

​

Preview past Billing and Plan of Care documents

Once an appointment is in Completed status, you can download related documents.The Eye icon changes from gray to black when the document is available.Sample - Billing PDFNote: You can set the default option within the Preferences tab on when signatures are required in the Billing PDF. (Default is off for all insurances, other options include on for Medicare only and on for all insurances).Sample - Plan of Care PDF

​

Import patient’s medical records

✨Smart Tip: Import an existing record by selecting Athelas AI (bottom right) → Import Existing Records

Alternate method: Through Chart Note

Open the Chart Note → Click on the Import tab (top right)