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Summary Tab within Patient Setup Screen
Overview
The Summary tab has been redesigned for usability and flexibility.
Key Updates
Drag-and-Drop Component Reordering (sticky user preference).
Dedicated Edit (pencil) icons required to update sections.
Preferred Contact Phone (gold star indicator) driven by new Demographics field allowing users to set patient's Preferred Contact.
Minor Flagging: Responsible party flagged as MINOR in red when under configured age of majority.
Appointment Data Grouping: Past and Future sections move together.
Note
Historically the minor flag has been hard coded and set to flag any patient under the age of 18 as a minor. Practices can now designate their desired age to meet their needs via a new company setting (see Responsible Party is a Minor for more details).
