Proactive Clinic
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User Guide / Patients & Charting

Patients & Charting

Register new patients, search records, and work inside the patient chart.

For: Front desk, MAs, providers

Register a new patient (front desk)

New patient
  1. 1Sidebar → Patients → New Patient.
  2. 2Enter demographics (name, DOB, sex, contact and address).
  3. 3Add insurance: payer, member ID, group. Leave “Auto-verify coverage” checked to run an eligibility check automatically.
  4. 4Save. The patient gets an MRN and their verified coverage follows them into scheduling, the chart and billing.
New patient registration with insurance and automatic coverage verification.
New patient registration with insurance and automatic coverage verification.

Find a patient

Use the global search in the top bar (search by name, last name, MRN or DOB) from anywhere, or open the Patients list and filter. Click a patient to open their chart.

The Patients list — search and open any chart.
The Patients list — search and open any chart.

Inside the chart

The chart has tabs for Problems, Medications, Allergies, Vitals, Immunizations, Documents, Orders, Billing and Legal, plus the patient header with coverage. Add or edit items from each tab; everything is timestamped and audited.

A patient chart with clinical tabs and coverage.
A patient chart with clinical tabs and coverage.
User Guide — Proactive Clinic