This article explains how you can set-up your patient's statuses and files. 



Video Walkthrough

For a live demonstration of Patient Settings.  See the below video:

 

Create Patient Statuses

 

  1. Click Add Patient Status to create a new status.
     
  2. In the Add Patient Status pop-up, enter the status description and click Save.
  3. Once you have added a new patient status, it will appear under the list. You can then perform the following actions: 
    1. Switch ON the toggle to assign the staff status as active. 
    2. Switch ON/OFF the toggle to activate the Show function.
  4. Actions: 
    1. Edit Status: Click on the pen-paper icon and modify the status title. Click on the Save button.
    2. Delete Status: Click on the red trash icon.


Misc. settings


These settings consist of toggle features that can be turned ON or OFF. Just turn ON or OFF the toggle button for activating or deactivating the features. 

  1. Use Preferred Name
     When enabled, the user’s preferred name will be displayed across all applicable areas of the platform instead of their legal name.

  2. Only Initials (Calendar View)
     When enabled, only the user’s initials will be displayed in the Calendar view. This helps maintain privacy while scheduling. 

  3. Auto Deactivate Expired Authorizations
     When enabled, authorizations will automatically be deactivated once they reach their expiration date. This prevents expired authorizations from being used for scheduling or billing.

  4. Allow Admin to Edit Intake Form
    When enabled, Admin users will have permission to edit submitted intake forms as needed. 

Name Type


The Name Type setting allows you to control how the Client's name is displayed across the practice.

There are two available options:

  1. First Name Last Name
    Example: John Smith

  2. Last Name First Name
    Example: Smith, John

Simply toggle the preferred format based on how you would like provider names to appear throughout the system 


Patient File Type


This section explains how to create, edit, and delete custom file types for patient-related documents. These file types can then be used within the patient profile to upload and organize files under the appropriate categories.

  1. To create new file types, navigate to the Settings module from the left navigation bar and select Patient Settings.

  1. Click on the orange "Add Patient File Type" button on the top right corner.
                                     
  2. Add Patient File Type pop-up will appear. Input the relevant title for the preferred file.
  3. Access Save button to finalize
  4. You can manage the File types using action buttons to create and delete the type.


Notes Access


  1. In the Note Access screen, you can manage patient viewing permissions of the session by selecting or deselecting the corresponding checkboxes. It allows you to control which notes can be visible to the patient.
  2. Check on the note which you want the clients to view Uncheck on the note you don't want the client to view.
  3. After selecting the template, scroll to the bottom of the screen and click the Save button.