Navigating the PatientEdge Platform
Last updated August 27, 2024
Once you've successfully created your PatientEdge account and logged in, you'll be greeted by a user-friendly dashboard that serves as your central hub for managing your practice. This guide provides a comprehensive overview of the PatientEdge platform's key features and navigation.
Dashboard Overview
- Main Menu: Located on the left-hand side of your screen, the main menu provides access to the core functionalities of PatientEdge. You'll find options for managing patients, scheduling appointments, handling billing, accessing reports, and more.
- Quick Access Links: The top navigation bar displays shortcuts to frequently used features, such as your calendar, patient list, and recent activities.
- Notifications and Alerts: The top right corner of the dashboard displays notifications and alerts, keeping you informed of important updates, reminders, and pending tasks.
- Search Bar: Utilize the search bar at the top of the screen to quickly find specific patients, appointments, documents, or other information within PatientEdge.
Navigating Key Sections
- Patient Management: Access this section to manage patient records, demographics, medical history, and communication preferences.
- Appointment Scheduling: Schedule and manage appointments for patients, including setting reminders, generating confirmation emails, and tracking attendance.
- Clinical Workflow: Document patient encounters, track medications, manage prescriptions, and streamline clinical processes.
- Billing & Insurance: Create and manage invoices, submit insurance claims, track payments, and reconcile patient balances.
- Reporting & Analytics: Generate insightful reports and dashboards on patient engagement, clinical outcomes, and practice performance.
- Settings & Customization: Modify user settings, personalize your dashboard, and configure various system preferences.
Additional Resources
For comprehensive guides and tutorials on specific PatientEdge features, refer to the extensive knowledge base and documentation available on the PatientEdge website or by contacting the support team.
Was this article helpful?