Dashboard Overview
Currently, the patient list displays:- Patient First and Last Name
- Insurance verification status
- Hovering over the status will display a tooltip with more information about the verification status, such as when it was last verified.
- Patient Actions
- Here, you can delete a patient directly from the list.
Filtering Options
Filter your patient list by:- Verification status
- Simply toggle the Unverified status filter to show all unverified patients.
- Time since last verification
- Select the Filters dropdown and choose a time under the Last Verified section.
- Branch location
- Select the Filters dropdown and choose a branch under the Branch section.
Search Functionality
Easily locate patients using:- Search by first or last name
- Filter by insurance carrier
- Sort by various criteria:
- Alphabetical order
- Verification date
- Insurance status
Use the search filters in combination to quickly find specific patient groups, such as all unverified patients at a particular branch.