View New Patients From ChartMaker® Mobile

The New Patients From ChartMaker® Mobile dialog allows you to easily view all patients that were created in ChartMaker® Mobile (requires ChartMaker® Mobile version 6.2.4 or higher). When new patients are added through the mobile app, they are given a status of NPI (New Patient Incomplete Information), and need to be activated in Practice Manager prior to processing any pending charges. Patients will remain listed in this dialog until their status has been updated in Practice Manager. Use the following steps to view new patients created in ChartMaker® Mobile.

 

 

  1. Click Administration > Mobile > New Patients.
     

  2. In the New Patients From ChartMaker® Mobile dialog all new patients that were added via ChartMaker® Mobile, and have still have a status of NPI, will be listed. You can filter the list for a specific practice by selecting the applicable Practice in the Filter by practice field, if needed.
     

  3. Click the Refresh button to refresh the list of new patients.
     

  4. When finished, click the Close button to exit the New Patients From ChartMaker® Mobile dialog.