Offices are able to provide a document to the patient so that demographic information may be reviewed and hand-corrected by the patient:
- Patient info – name, address, phone number(s), email address, birthdate, Social Security, Driver’s License
- Responsible Party info – name, address, phone number(s), email address, birthdate, Social Security, Driver’s License
- Primary (and Secondary) Insurance plan
- Medical Alerts
- Dental Questionnaire
- Medical Questionnaire
- Ability to have the patient sign the accuracy of the information
To generate the patient-specific document:
- Access the patient’s record
- Click the patient’s specific “print reports” icon
- Select the “Medical History” option in the drop-down list
- Indicate the desired parameters
- Medical History date (the date for the most current medical history will automatically populate)
- Print Patient Information
- Print Responsible Party Information
- Print Insurance Information