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If you click on the patient's name from the visit list it will bring up their Visit Quick View at to the bottom right of the screen. This can be docked to the right side bottom of the screen.


To move this view to the right side bottom of the screen, simply click the Dock button (shown as two arrows pointing to opposite corners, highlighted below) at the top right of the Quick View window, to the left of the Close button.







The view below is the default bottom view and when docked to the right, this view will remain docked to the right.

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The quick view shows you the following:

  • A Visit Summary-  Details on how the patient checked in
  • Demographics- Details on patient demographics and Meaningful Use answered at check in. 
  • Insurance- Details on the patient's primary and secondary Insurance at time of check in. 
  • Patient Bill- Details on the patient's account balance.