I go to Family File-Select Advanced Search: Select status: Select ALL listed(Patient, Non-patient, inactive, Archived) works every time! been doing it 43 years! I've had people saying I'm a new patient when they have been before. This also helps with flagged accounts(financial, Patient issues, people dismissed from practice). Especially with training new staff who do not know the patients. You can flag icon the patient ledger in the computer as well(state Name Alert) and will pop up before scheduling to verify!
Guest
Excellent suggestion
I go to Family File-Select Advanced Search: Select status: Select ALL listed(Patient, Non-patient, inactive, Archived) works every time! been doing it 43 years! I've had people saying I'm a new patient when they have been before. This also helps with flagged accounts(financial, Patient issues, people dismissed from practice). Especially with training new staff who do not know the patients. You can flag icon the patient ledger in the computer as well(state Name Alert) and will pop up before scheduling to verify!
this is a great idea