ClinicSource User Guide

Patient Information 1

Contains the patient name, date of birth, patient number and more.

Patient Information 2

Includes other patient demographic information such as social security number, address and phone number.

Physicians

Identifies referring physician and/or ordering physician.  Ordering physician, when defined satisfies Medicaid Ordering Physician requirement - Loop 2420 E when submitting vis EDI. Click the View Physician Details icon for more information on physician listed.

Offices

List of all clinic offices in your practice.  Indicates in which office this patient will be visible.  Multiple offices may be selected for a given patient by holding down the Ctrl-Key while selecting the additional office(s).

Therapists

Lists all of the therapists in your practice.  Use this list box to assign one or more therapists to a patient.  When used in conjunction with the All-Patients role un-checked in the User's profile, a therapist may only see those patients assigned to himself/herself.

Documents

List all of the documents associated with the patient.  Also contains the controls required to upload, view and delete a document.  To attach a document to the patients profile, select the icon.

Patient Notes

Lists all of the informal patient communications by order of date.  To add a new Patient Note select the New Patient Note icon.

Patient Photo

Allows you to upload a photo of the patient no larger than 10mb in size in the file format of .jpg or .jpeg.

Billing

Contains information related to billing for the patient.  If the billing information is the same as the patient information, you click the Same as Patient box and the corresponding information is automatically populated.  If it is different, you add the patient relationship, contact information, rates for private pay and credit card information.

Credit Card fields are only available if you have purchased the ClinicSource Credit Card Module.

Signature on File (Box 12 and Box 13) are checked by default and are needed to be checked off for EDI (electronic) claim submission.

Exclude from Batch Patient Statement Report, if checked, will exclude the patient from having a statement generated when you run a Batch Patient Statement in Reports.

Def. Loc. is used to preset the location in which treatment is being provided.

The Email is user for patient reminders issues via email.

The Quoted Rates (private pay) table is only used for patients who are private pay and not using insurance.

The fee schedule for Insurers is located in Setup>Insurers.

Payees

Defines the primary and secondary insurers.  To add a payee to the patient, select the Add New Payee icon.

Service Locations

allows to to specify where the treatment is being provided if somewhere other than your office.  To specify a service location select the New Service Location icon.

Allergies

Allows you to enter Substances, Reactions and Severity ratings.  To add information select the New Allergy icon.  Any information listed here will be made available in various locations throughout ClinicSource.

Alerts / Precautions

Allows you to enter Descriptions as well as the ability to mark the description as Critical.   To add information select the New Alert / Precaution icon.  Any information listed here will be made available in various locations throughout ClinicSource.   

If one or more descriptions are marked as Critical then the Allergies - Precautions icon will be red throughout ClinicSource, if not then the Allergies - Precautions icon will be Yellow.

Attendance

Displays the patient's attendance log.

Attendance is set within an appointment record.  Any status and notes added in the appointment record will be listed in this table.

Comments

A free-form text field to add notes related to the patient.