Patient
Some features may not be available in your portal. Features depend on role, permissions, and portal type.


Accepting Linked Contract Patients
Automatic Emails for Linked Contract Patients
Capture Notes when Editing Schedule Tab for Linked Contract Patients
Caregiver Note for Linked Contract Patients
Caregiver Restrictions Using SSN
Centralized Placements for Linked Contracts
Custom Fields in the Visit Info Tab
Enter Schedule/Billing Visit Notes
Financial Pages Added to Linked Contract Patients
Linked Contract Patient Office Reassignment
Manage Linked Contract Patients
Manage Patient Authorizations (Blended Services)
Master Week and Patient Status
Patient Multiple Address for Linked Contract Patients
Payer-Managed FOB for Linked Contracts
POC Compliance Provider Override
PMPM CDPAP Services for New York
Provider-Managed Billing Diagnosis Codes
Rebill Process for Linked Contracts

Add Medicaid ID Filter Field in Patient Search
Add Residing Caregiver Section
Blended Services: Split Patient Record
Create a Patient Rate for a Specific Admission ID
MD Order Tracking Added to Referral
Patients with Multiple Master Weeks
Unassigned Office for Referrals

Appointments Page Missed Visits
Auto-Placement by Service Code
Automatic Creation of Schedules for UPR
Billing Process for UPR Linked Contracts
Cash Payment Scenario - Rebill Paid Visit
EDI Billing Fields for UPR Providers
Edit Taxonomy and Revenue Codes in UPR
Other Insurance (Secondary) Billing
Payer-Defined Multi-Rate Feature
Rates Page for UPR Linked Contract Patients
Sync Caregiver Restrictions in UPR