Patient Admin

• Let's Get Started!
  • Example View
• Get Familiar With Your View!
  • Example View
• Search 
  • Example View
• Delete
  • Example View
• Columns 
  • Example View
• Density 
  • Example View
• Customize Your View
  • Example View
• Video View

In this article, we will embark on a deep and mystical exploration of the Patients Tab. We will traverse through various topics, unveiling the secrets of how to customize and edit your view for optimal usability. You will discover methods of efficiently searching for specific patients within the system, and the precise steps required to delete patients when necessary. By the end of this journey, you will possess a profound understanding of how to navigate and masterfully manage the Patients Tab.

Let's Get Started!

• Navigate to the Practice Settings tab on the left navigation pane. Then select “Patients” from the top menu.

Example View

Get Familiar With Your View!

• Search: Use this section to quickly find your patient by searching for specific information. You can search by first name, last name, medical record number, date of birth, gender, address, or member ID.
• Columns: To personalize your view, select "Columns." You can easily add or remove columns to display the information most relevant to you.
• Density: Adjust the row spacing by selecting "Density." This option allows you to customize the display by making rows wider or narrower to fit your preference.
• Delete: To remove a patient from the database, select the trash icon next to their name. Please note that deleting a patient is permanent and cannot be undone. 

Example View

Search 

• To locate a patient, enter their information into the search bar. You can refine your search by using the patient's first name, last name, medical record number, date of birth, gender, address, or member ID.

Example View

Delete

• To remove a patient, click the trash icon next to their name. A confirmation window will appear. Select "Yes" to permanently delete the patient record. Please note that deleted records cannot be recovered.

Example View

Columns 

• To customize the information displayed, click the "Columns" button. This allows you to add or remove specific columns based on your preferences.

Example View

Density 

• Adjust the row spacing by selecting "Density." This option allows you to customize the display by making rows wider or narrower to fit your preference.

Example View

Customize Your View

• Ellipsis / Menu - To customize a column, click the Ellipsis icon located at the top of the column. This allows you to pin, sort, filter, hide, or manage the column's display.
• Up or Down Arrow / Sort - To sort the data within a column, click the sorting icon at the top of the desired column.
• Rows Per Page - Use this option to specify the number of rows displayed per page.
• Next and Previous Icon - Utilize these controls to navigate between different pages.

Example View

Video View

00:00: Welcome. This video will guide you through the patient's table in 00:04: samacare. We'll cover its key features and show you how to efficiently 00:08: manage and customize your view within this table. 00:13: To get started navigate to The Practice settings tab on the left navigation 00:17: pane. 00:19: Select patients from the top menu 00:23: Let's start by exploring the search function. 00:26: To quickly locate a patient simply enter any relevant information into the search 00:30: bar. This includes the patient's name medical record number 00:34: date of birth gender address or member ID. 00:40: Next let's customize your view. 00:43: Select the columns button to easily add or remove specific information displayed 00:47: on the screen. This allows you to tailor the view to your exact needs. 00:53: When enabled the selected column will become visible on the screen. 00:58: When disabled the selected column will be hidden from View. 01:02: Next let's adjust the spacing between rows. 01:05: By using the density setting you can easily control how much space appears 01:10: between each patient record. This helps you optimize the screen 01:14: for your viewing preference. 01:16: Choose the desired row spacing to optimize your screen view. 01:21: To rearrange the information within a column simply select the Sorting icon 01:25: located at the top of the column. 01:29: To customize a column click the ellipses icon located at the top of the 01:33: column. 01:35: This allows you to pin sort filter hide or manage the 01:39: columns display. 01:42: To remove a patient click the trash icon next to their name. 01:47: A confirmation window will appear Select yes to permanently 01:51: delete the patient record. Please note that deleted records cannot 01:55: be recovered. 01:57: If you want to adjust the number of items shown per page use this option. 02:02: Utilize these controls to navigate between different pages 02:06: We hope this video has provided a clear overview of the patient's table and its 02:10: functionalities. By utilizing the search column customization 02:14: and sorting options. You can effectively manage and navigate patient 02:18: information within Sama care. If you have any questions 02:23: or require further assistance, please don't hesitate to contact our support 02:27: team. We're here to guide you through your prior authorization Quest. 

We're here to guide you through your prior authorization quest!