Patient Overview

AgileEMR: Patient Overview

Selecting the Spyglass will open a Patient Overview of all cases for the existing patient. The Overview includes basic Patient Information, Contact Information, HIPAA Authorized Contacts, and Case History.

• The patient’s name, date of birth, and MRN number are located at the top of the page.

HIPAA Authorized Contacts

The HIPAA Authorized contacts can be found directly next to the Contact Information. This gives the user quick access to View, Edit, and Archive the contact information. It also gives the user the ability to view the date the Patient signed the Privacy Practice Notice, and the ability to update or change it.

Case History

Case History will allow the user to view how many cases the patient has, the status of the case, the clinician for each one, first and last dates of service, and the insurance used. It will also show the primary diagnosis of each case, and the account balance.

Select the Case ID number to view the case in detail.

• Previous cases which have been Discharged will show a status of “D/C.”
• Current cases will show an “Active,” status.

If the patient has been seen before, always check to see if they have a previous balance.

Navigation Tab

The Navigation Tab located to the left of the Patient Overview screen allows the user to view and edit the Patient’s Contacts, view the Patient Profile and current Schedule, and Merge Patient Cases.

Patient’s Contacts

By selecting the Patient’s Contacts from the Navigation Tab, the user will be able to view the name, relationship, and if the contact is HIPAA Authorized for them. It will also give the user quick access to View, Edit, and Archive the contact information.

Patient Profile

The Patient Profile, located under the Reports header, gives a PDF overview of the following basic information:

• Patient Information
• Guarantor Information
• Primary Insurance Information
• Secondary Insurance Information

This document is typically signed by the patient during their evaluation so that they can verify the information we have is correct.

Patient Schedule

Selecting the Patient Schedule, located under the Reports tab, gives a PDF overview of all the patient’s upcoming appointments. This includes all active cases, under every discipline (PT/OT/SP) if applicable.

• The schedule can be printed and has the appointment time, date, location, and clinician scheduled with.
• It also has the phone number and address of the location the patient is scheduled at for the next appointment.