Overview is the place that displays the patient’s info and all related lab cases, visits, drugs and recalls in which user could display all of this data from the same view.

To Access the Overview Page, follow the following steps:

• Expand the “Patients” menu and select “Patient List”.
• From the patients grid view select any of the existing patients.
• All patients’ modules become enabled, Select the “Overview” .
  
• Once “Overview” is pressed, New page “Overview” opens.
  
• “Overview” page displays the patient’s Name and ID at the top of the page and includes 9 sections displaying patient’s data, each is as follow:
• Phone Information Section
  Displays the patients’ phone numbers (Mobile, Work, and Home).
• Visits Information Section
  Displays the number of patient’s visits (All Visits, Missed, and Cancelled) each in different color that;
  — Green Visits: The total number of visits (Including the Missed and Cancelled visits).
  — Red Visits: The Missed visits only
  — Orange Visits: The Cancelled visits only.
   As well the patient’s (Individual) balance and the family balance are displayed in this section where:
  — Individual Balance: Is the rest of money that patient should pay.
  — Family Balance: Is the rest of money that patient should pay + the rest of money his/her family members should pay.
• Patient Information Section
  Displays the patient’s personal info which are the: (Patient’s photo, Address, State, Joined Date, Age, Gender, Martial status, Referred In, and Referred out).
  — Note that the “Joined Date” is the date when the patient’s file has been created in the clinic.
• Patient Ledger Section
  Displays all of the financial data related to the patient including the patient’s payments and insurance payment (If he/she has insurance). Items displayed in Ledger section are:
  — Primary Insurance: Is the name of the primary insurance company of the patient.
  — Secondary Insurance: Is the name of the secondary insurance company of the patient.
  — Primary Insurance Balance: Is the amount of money that the primary insurance should pay for the patient according to his/her insurance plan.
  — Secondary Insurance Balance: Is the amount of money that the secondary insurance should pay for the patient according to his/her insurance plan.
  — Patient Balance: Is the amount of money that should be paid by the patient himself/herself.
  — Last Payment Amount: Is the last amount of money paid by patient to the clinic.
  — Last Payment Date: Is the date of the last payment performed by patient.
• Active Drugs Section
  Displays the active drugs that are written for the patient in his/her prescription.
• Labs Section
  Displays the lab product items requested for the patient upon procedures performed for him/her. lab product item displayed with it’s status and with the lab where the product is requested from.
• Visits Section
  Displays the last visit for the patient and the next visit for the patient. Visits are displayed with their Date, Status and assigned provider.
• Family Members Section
  Displays all of the family members related to the patient with their gender and age.
• Recall Section
  Displays the upcoming 3 recalls created for the patient starting from the nearest recall.