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Patient Intake Forms
17
eRX Request
29
Lab Results
07
Faxes
17
Referrals
06
Tasks
10
Unsigned Encounter
05
Claim Received
02
Today's Appointments 12
09:00 AM30 min
Henna West In- Person In Exam
New Appointment
Follow-up on anxiety management techniques
09:30 AM30 min
Kiana Ledner In- Person Checked In
New Appointment
Follow-up on anxiety management techniques
10:30 AM60 min
James Turner Virtual Scheduled
Follow-Up Appointment
Discuss communication strategies
11:30 AM30 min
Sofia Chen In-Person Checked In
New Appointment
Review coping mechanisms
01:00 PM30 min
Liam Brown Virtual Scheduled
Follow-Up Appointment
Explore new mindfulness practices
02:00 PM30 min
Olivia Smith In-Person Scheduled
Follow-Up Appointment
Address family dynamics
To Do Task 08 View All
Process Portal Responses Pending
LD
Lesley Dobson Assign By- Roger Brooks 12-03-2026
Create a Progress Note for Therapy Session Pending
LA
Leslie Alexander Assign By- Roger Brooks 12-03-2026
Review electronic claim rejections NEW
Unsigned Encounter 05 View All
HW
Henna West
Provider - Roger Brooks 12/21/2025
Unsigned PB
Phoenix Baker
Provider - Roger Brooks 12/21/2025
Co-Sign LS
Lana Steiner
Provider - Roger Brooks 12/21/2025
Co-Sign Messages View All
TW
Theresa Webb
2:20 PM Hello, I'm Theresa Webb, your dedicated health pa...
RR
Ronald Richards
1:13 PM Hi, I'm Ronald Richards, ready to assist you...
3 JW
Jenny Wilson
12:07 PM Greetings, I'm Jenny Wilson, your virtual health as...
JB
Jerome Bell
10:00 AM Hello, I'm Jerome Bell, your friendly health guide. I'...
AF
Albert Flores
Yesterday Hi, I'm Albert Flores, committed to your health and...
AB
Annette Black
Thursday Greetings, I'm Annette Black, your trusted h...
1 DR
Darlene Robertson
Wednesday Hello, I'm Darlene Robertson, dedicated to your he...
BC
Bessie Cooper
Wednesday Hi, I'm Bessie Cooper, your virtual health a...
4 LA
Leslie Alexander
Tuesday Greetings, I'm Leslie Alexander, committed to your...
Appointments
Mon
Tue
Wed
Thu
Fri
Sat
Sun
HANNA WE...
MAYA RIVERS
DALIA ELZA
+ 7 More
1
ELLA HART
DALIA ELZA
+ 4 More
2
DALIA E...
Tele-the...
10:00 - 12:00 (Room 3)
Mandy Harley
3
LUNA RE...
Individua...
10:00 - 11:00 (Room 3)
Mandy Harley
4
MILA CARTER
Transition of...
10:00 - 11:00 (Room 5)
Mandy Harley
5
ARIA FOSTER
Transition of Ca...
10:00 - 11:00 (Room 5)
Mandy Harley
6
PIPER HAYES
Crisis Interv...
10:00 - 11:00 (Room 2)
Mandy Harley
7
8
NORA SCOTT
Individual Ps...
10:00 - 11:00 (Room 2)
Mandy Harley
9
MAYA RIVERS
Individual Ps...
10:00 - 11:00 (Room 2)
Mandy Harley
10
MANDY HA...
Psychothera...
13:15 - 14:30 (Room 1)
Mandy Harley
11
12
ZOE TAY...
Individua...
10:00 - 11:00 (Room 2)
Mandy Harley
13
LILA BR...
Individua...
10:00 - 11:00 (Room 2)
Mandy Harley
14
GRACE MOR...
Psychothera...
10:00 - 13:00 (Room 1)
Mandy Harley
15
16
17
RUBY BENN...
Psychothera...
10:00 - 13:00 (Room 1)
Mandy Harley
18
19
20
KIRA ELLIS
Couples / Marri...
10:00 - 13:00 (Room 4)
Mandy Harley
21
AVA JAMES
Transition of...
10:00 - 12:00 (Room 5)
Mandy Harley
22
TESSA BROOKS
Couples / Marri...
10:00 - 12:00 (Room 4)
Mandy Harley
23
SIENNA PRI...
Psychothera...
10:00 - 12:00 (Room 1)
Mandy Harley
24
CHLOE ADA...
Transition of...
10:00 - 12:00 (Room 5)
Mandy Harley
25
26
LYDIA GRAY
Couples / Marri...
10:00 - 12:00 (Room 4)
Mandy Harley
27
28
CLARA WELLS
Couples / Marri...
10:00 - 12:00 (Room 4)
Mandy Harley
29
DALIA E...
Tele-the...
10:00 - 12:00 (Room 3)
Mandy Harley
30
JADE KNIGHT
Psychothera...
10:00 - 12:00 (Room 1)
Mandy Harley
31
01
02
03
04
Patients
▾
Active Patients 400 Inactive Patients 50
| MRN | Patient Name | Date of Birth | Contact Details | Last Appointment | Tags ↓ | Patient Portal |
|---|---|---|---|---|---|---|
| 326486 | HWHenna West (F) | 02-20-1961 (65) | 202-555-0188 | Sun, 10/23/2025 | Diabetic | Active |
| 326480 | PBPhoenix Baker (M) | 03-25-1962 (66) | 512-555-9393 | Sat, 10/15/2025 | Insurance Pending+4 | Inactive |
| 326478 | LSLana Steiner (F) | 04-30-1963 (67) | 303-555-8374 | Fri, 10/21/2025 | Hypertension+4 | Active |
| 326483 | DWDemi Wilkinson (F) | 05-05-1964 (68) | 718-555-2929 | Thu, 10/20/2025 | MigraineAnxiety+1 | Inactive |
| 326479 | CWCandice Wu (F) | 06-10-1965 (67) | 617-555-0385 | Fri, 10/14/2025 | Asthma | Inactive |
| 326477 | NCNatali Craig (F) | 07-15-1966 (66) | 949-555-7564 | Wed, 10/19/2025 | Social Stressors+5 | Pending |
| 326475 | DCDrew Cano (M) | 08-20-1967(67) | 404-555-4738 | Tue, 10/11/2025 | Insurance Pending | Active |
| 326485 | ODOrlando Diggs (M) | 09-25-1968 (68) | 212-555-8473 | Tue, 10/18/2025 | DiabeticCOPD+3 | Inactive |
| 326474 | ALAndi Lane (F) | 10-30-1969 (69) | 602-555-3857 | Sun, 10/16/2025 | Prior Authorization+2 | Active |
| 326473 | KMKate Mcmannis (F) | 11-04-1970 (70) | 312-555-9583 | Sat, 10/22/2025 | Hyperlipidemia+1 | Pending |
| 326481 | LRLiam Rodriguez (F) | 12-09-1971 (71) | 415-555-0198 | Mon, 10/17/2025 | DiabeticPortal Inactive | Inactive |
| 326482 | SBSofia Baker (F) | 01-14-1972 (72) | 202-555-0142 | Thu, 10/13/2025 | Verification Required | Pending |
| 326476 | EKEthan Kim (F) | 02-19-1973 (73) | 503-555-0184 | Wed, 10/12/2025 | Referral Required+4 | Active |
| 326484 | MJMaya Johnson (F) | 03-26-1974 (74) | 212-555-0345 | Mon, 10/10/2025 | Substance Use+2 | Pending |
| 245638 | NSNaomi Samuelson (F) | 03-26-1974 (74) | 212-555-0345 | Mon, 10/10/2025 | AnemiaAnxiety+2 | Pending |
1-15 of 100 Rows Rows per page: 15 ▾
← Previous 1 2 3 ... 8 9 10 Next →
← Add Patient
Basic Details
MRN
Prefix
First Name
Last Name
Middle Name
Preferred Name
Date Of Birth
Sex of Birth
Zipcode
Address Line 1
Address Line 2
City
State
Country
Home Number
Work Number
Mobile Number
Email AddressNot Provided
Profile Picture
Profile Photo Img.jpg👁🗑
Demographic Details
Language
Patient Declined
Patient is Guarantor ?
YesNo
Relationship with Patient
First Name
🔍
Last Name
Middle Name
Gender
Date Of Birth
Phone Number
Email Address
SSN Number
Same as Patient Address
Do you have Insurance?
YesNo
🗑
Insurance Type
Primary
Policy Holder
Other
Relationship To Insured
Spouse
Subscriber First Name
John
Subscriber Last Name
West
Same as Patient Address
Yes
Subscriber Date of Birth
10/10/1968
Subscriber Gender
Male
Subscriber SSN
234-42-7643
Insurance Name
Blue Cross Blue Shield
Member ID
ZYX1234567
Insurance Plan
BCBS PPO Advantage 3000
Insured Group Name
TechWorks Inc.
Group Number
452198
Effective Start & End Date
05/17/2025 to 05/14/2026
Insurance Front Side Card
Insurance Front Side Img.jpg
Insurance Back Side Card
Insurance Back Side Img.jpg
Henna West (4738) Invite Patient Flag Diabetic
PRIMARY PROVIDER
Corina Earle
LAST VISIT DATE & TIME
24 March 2019, 12:35 PM
Note +
Carefully monitor the patient for any increased chest pain that…More
Harry Stewart 20-04-2023, 9:45PM
BALANCE
Patient$59
Insuance$107
BlueLink TPA
PATIENT PORTAL (LAST LOG)
24 March 2019, 12:35 PM
Face Sheet Timeline Intake Forms
Highlights The patient has documented chronic medical conditions along with noted environmental allergies, which are currently being managed. Based on the most recent clinical data and recorded vital signs, the patient appears clinically stable with no acute issues identified at this time. The medication list is active and up to date, indicating ongoing treatment and management of existing conditions. Continued monitoring is planned, with reassessment scheduled during the upcoming visit to ensure stability is maintained and care plans are adjusted as needed ×
⋮⋮ ALLERGIES + View All
Asthma : Environment : Chest Pain : Mild
Onset Date:07-11-2007
Dust Allergy : Environment : Sneezing, Runny Nose: Mild
Onset Date:16-04-2005
⋮⋮ VACCINE + View All
COVID-19, MRNA, LNP-S, PF,
Date:10-10-2023
MENINGOCOCCAL POLYSACCHARIDE
Date:15-11-2016
⋮⋮ APPOINTMENTS + View All
Upcoming
Friday 17 May, 2025 9:30PM - 10:00PM
Pending Confirmation
Headaches, Stomach Aches
Dr. Entersilliokaz
⋮⋮ DIAGNOSES + View All
A0100 Typhoid fever 04-10-2026
M19.90 DA (degenerative arthritis) 23-08-2026
Skin reactions, Redness or swelling
M19.90 DA (degenerative arthritis) 23-08-2026
Skin reactions, Redness or swelling
⋮⋮ SOCIAL HISTORY + View All
Education Level
No education level recorded
Financial Strain
No financial strain recorded
Exposure To Violence
No exposure violence recorded
Tobacco Use
1. Ex-Smoker : 10-04-2023
Alcohol Use
No alcohol use recorded
Physical Activity
No physical activity recorded
Stress
No stress recorded
⋮⋮ PAST SURGICAL HISTORY + View All
Knee Injury
30-02-2023
Coronary Artery Bypass
18-07-2021
Tonsillectomy
10-04-2020
⋮⋮ MEDICATIONS + View All
Abelcet (Amphotericin Injection)
Start Date:12-05-2026
Abacavir Sulfate (Ziagen)
Start Date:05-12-2026
Abacavir Sulfate (Ziagen)
Start Date:05-12-2026
⋮⋮ VITALS + View All
Blood Pressure : 120/80 mmHg
Date: 12-05-2026 Time: 12:00 PM
Heart Rate : 76 bpm
Date: 10-04-2026 Time: 09:35 AM
Respiratory Rate : 13 bpm
Date: 24-02-2026 Time: 04:54 PM
Tasks
+ Add New Task
Quick Filters + High + Medium + Low
| Associated Patient | Task | Task Category | Assigned By | Assigned To | Created Date | Due Date | Status |
|---|---|---|---|---|---|---|---|
| PB Phoenix Baker | Notify Patient for Pending Lab Results | Reminder | Willie Mays | Samantha Lee | 11/26/2025 | 08/27/2025 | Open |
| DW Demi Wilkinson | Review Encounter Diagnosis & Coding | Unsigned Encounter | Ted Williams | Lara Johnson | 10/12/2025 | 08/19/2025 | Open |
| NC Natali Craig | Upload Outside Imaging Reports | Image Order | Lou Gehrig | Zoe Sanchez | 09/05/2025 | 08/17/2025 | Completed |
| DC Drew Cano | Initiate Referral to Specialist | Referral | Barry Bonds | Michael Tran | 09/04/2025 | 08/04/2025 | Open |
| KM Kate Morrison | Complete Visit Documentation | Unsigned Encounter | Babe Ruth | Isabella Martinez | 07/01/2025 | 07/01/2025 | Open |
| Sign Pending Encounter Note | Unsigned Encounter | Babe Ruth | Isabella Martinez | 05/02/2025 | 06/02/2025 | Completed | |
| AS Anxiety Support Group | Add payments for no show to patient | Payment | Babe Ruth | Isabella Martinez | 04/22/2025 | 05/29/2025 | Completed |
| OD Orlando Diggs | Process Medication Refill Request | Prescription | Babe Ruth | Isabella Martinez | 04/22/2025 | 05/29/2025 | Completed |
Groups
All Group 54 Active Group 32 Inactive Group 23
☰ + Add Group
| Group Name | Number of Members | Primary Clinician | Create Date | Status |
|---|---|---|---|---|
| Anxiety Support Group | 14 | Luca Hayes | 07/23/2025 | Active |
| Stress Management Group | 60 | Christopher Fitzpatrick | 07/15/2025 | Inactive |
| Grief & Loss Therapy Circle | 55 | Theo Sullivan | 06/21/2025 | Inactive |
| Trauma Recovery Group | 34 | Zara Monroe | 06/20/2025 | Inactive |
| Substance Use Recovery Group | 20 | Talia Drake | 06/14/2025 | Active |
| Trauma-Informed Care Discussion | 15 | Milo Carter | 05/21/2025 | Active |
| Mindfulness and Meditation Sessions | 06 | Cleo Knight | 05/21/2025 | Active |
| Psychotic Disorders Management Group | 25 | Jasper Finn | 05/18/2025 | Inactive |
| Personality Disorders Treatment Group | 35 | Clara Voss | 05/16/2025 | Inactive |
| Mindfulness & Stress Reduction Group | 40 | Felix Brooks | 05/12/2025 | Active |
| Mental Health Support Group | 05 | Eliot Grayson | 04/17/2025 | Inactive |
| Family Therapy & Relationship Counseling Group | 10 | Ivy Rhodes | 04/13/2025 | Inactive |
| Substance Use Recovery Group | 08 | Orion Blake | 03/12/2025 | Active |
| Youth & Adolescent Therapy Group | 12 | Sienna Hart | 02/10/2025 | Active |
| Behavioral Health Case Management Group | 18 | Linnea Campo | 02/10/2025 | Active |
1-15 of 100 Rows Rows per page:
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Chats
All Patients Clinicians Groups
HW
Henna West (1234) Patient
UPCOMING CLINICIAN VISIT
Psychotherapy with Medication Management
10:00 - 11:00 (Room 1)
NEXT SCHEDULED PROCEDURE
Tele-therapy Appointments
10:00 - 11:00 (Room 3)
We'll review your glucose logs and decide.
Are you free for a follow-up tomorrow at 10:30 AM?
Are you free for a follow-up tomorrow at 10:30 AM?
12:16 PM
HW
Yes, 10:30 AM works.
12:20 PM
Appointment confirmed.
I'm ordering the following tests before your visit:
1. Fasting Lipid Panel
2. Urine Micro albumin
3. CMP (Comprehensive Metabolic Panel)
Please complete them by tomorrow morning.
I'm ordering the following tests before your visit:
1. Fasting Lipid Panel
2. Urine Micro albumin
3. CMP (Comprehensive Metabolic Panel)
Please complete them by tomorrow morning.
12:56 PM
HW
Got it. I'll complete the tests today. Thank you.
Great. I'll send you a summary via email.
See you tomorrow.
See you tomorrow.
01:07 PM
Henna West's Threads
hennawest@example.com
📩 Henna West Patient
Your Appointment Has Been Scheduled
Urgent - Please confirm...
📩 Mary Baker Patient
Follow up on treatment plan
📩 Jackson West
Lab results notification
📩 Dr. Sarah Chen Provider
Patient reminder call for appointment
📩 Sean Taylor
Surgery scheduling follow-up
Your Appointment Has Been Scheduled Urgent
Dear Henna West,
This is to confirm that your appointment with Dr. Corina Earle has been scheduled:
- Date: 01/17/2026
- Time: 9:00 AM - 9:30 AM
- Location: West Memorial Clinic
- Visit Type: Follow-Up
If you want to reschedule or cancel, please contact our office during business hours.
West Memorial Clinic
Call: 555-012-3712
Fax
Incoming Fax Outgoing Fax Fax Folders
DA
David Alvarez, PA Referral
To :+12293847628 | Created At :Mon, 24-09-2026 05:15 PM | Updated At :Fri, 14-12-2026 01:00 PM
Patient:-
Assignee:Not Assigned
Status:-
Cover Sheet
Provider Name:
Date:
# of Pages:
Instructions for Use
Clinical Support Department
Attention:
Health Plan:
Submission #:
We're so swell - you don't have to be
Compassion wears it counts.
Compassion wears it counts.
Fax Cover Sheet
NEW PATIENT REFERRAL/REQUEST FOR INSURANCE BENEFITS
To:Number of pages:
Attn:Patient Referrals Dept.
Phone:
Fax:
CHECKLIST
Patient Data Form
Notice of Privacy Practices
Provider Practice Form
Clinical History
We're so swell - you don't have to be
Compassion wears it counts.
Compassion wears it counts.
Patient Clinical History
Patient Name:
Diagnosis:
Affected Extremity:UpperLower
History Includes:
Secondary Lymphedema (Cancer)
BreastMelanoma
Other
Cancer Surgery
MastectomyLumpectomy
Year of Surgery:
We're so swell - you don't have to be
Compassion wears it counts.
Compassion wears it counts.
Notice of Privacy Practices
THIS NOTICE DESCRIBES HOW MEDICAL INFORMATION ABOUT YOU MAY BE USED AND DISCLOSED AND HOW YOU CAN GET ACCESS TO THIS INFORMATION. PLEASE REVIEW IT CAREFULLY.
Commitment to Privacy
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Inspect and copy
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Confidential communications
Notification Requirements
Broadcast
Send Broadcast Messages
| Broadcast Category | Broadcast Name | Subject | Sent By | Date & Time |
|---|---|---|---|---|
| Patient | Out Patient List | Important Update for Outpatient Care & Appointments | Samantha Lee | 12/02/2025, 07:00 PM |
| Provider | Mental Health Specialities | Clinical Update for Mental Health Providers | Lara Johnson | 11/30/2025, 05:00 PM |
| Staff | Front Desk Staff | Front Desk Workflow & Scheduling Update | Zoe Sanchez | 11/29/2025, 04:00 PM |
| Location Based | Location 1 | Important Announcement for Location 1 | Michael Tran | 11/28/2025, 03:00 PM |
| Provider | Billing Providers | Billing & Claims Processing Update | Isabella Martinez | 11/27/2025, 02:00 PM |
| Patient | Diabetic Patients | Care Reminder & Health Update for Diabetes Management | Isabella Martinez | 11/26/2025, 01:00 PM |
| Staff | Non - Clinical Staff | Operational Update for Non-Clinical Staff | Isabella Martinez | 12/01/2025, 06:00 PM |
Contact Directory + Add New Contact
| Contact Type | Name | NPI | Contact Number | Fax | |
|---|---|---|---|---|---|
| Provider | Orlando Diggs | 1234567890 | +12345678901 | +12345678902 | orlando@gmail.com |
| Provider | Phoenix Baker | 1234567891 | +12345678903 | +12345678904 | phoenix@gmail.com |
| Assistant(Phys) | Health Group USA | 1234567892 | +12345678905 | +12345678906 | healthgroup@gmail.com |
| Provider | Lana Steiner | 1234567893 | +12345678907 | +12345678908 | lana@gmail.com |
| Provider | Demi Wilkinson | 1234567894 | +12345678909 | +12345678910 | demi@gmail.com |
E- Prescriptions Lab Order Imaging Order Prior Authorization
PENDING
28
SENT
26
PRIOR AUTHORIZATION REQUIRED
14
PICKED UP
0
| Prescription ID | Request Type | Date & Time | Patient Name | Total Medication | Overall Status | From | Pharmacy |
|---|---|---|---|---|---|---|---|
| RX-10254 | Change | 09/15/2025 | KMKate Morrison | 7 meds | Partially Approved | Derek Jeter | Sam's Club Pharmacy |
| RX-10252 | Renewal | 09/14/2025 | ODOrlando Diggs | 1 med | Completed | Cal Ripken Jr. | H-E-B Pharmacy |
| RX-10250 | Pending | 09/11/2025 | SLSamantha Lee | 6 meds | Pending | Sandy Koufax | Publix Pharmacy |
| RX-10257 | Refill | 09/10/2025 | JRJonathan Reyes | 5 meds | Partially Approved | Lou Gehrig | Rite Aid |
| RX-10255 | Renewal | 09/09/2025 | ETEmily Tran | 9 meds | Pending | Stan Musial | Meijer Pharmacy |
| RX-10253 | Pending | 09/17/2025 | WPWilliam Patel | 8 meds | Completed | Mickey Mantle | Giant Eagle Pharmacy |
| RX-10245 | Renewal | 09/08/2025 | GKGrace Kim | 2 meds | Partially Approved | Willie Mays | Albertsons Pharmacy |
| RX-10248 | Refill | 09/12/2025 | AWAlexander Wu | 15 meds | Completed | Hank Aaron | Costco Pharmacy |
| RX-10247 | Pending | 09/07/2025 | AJAva Johnson | 3 meds | Pending | Babe Ruth | Walgreens |
| RX-10246 | Renewal | 09/13/2025 | LMLucas Martinez | 4 meds | Partially Approved | Ted Williams | Kroger Pharmacy |
| RX-10251 | Pending | 09/05/2025 | MTMia Thompson | 12 meds | Completed | Ken Griffey Jr. | Walmart Pharmacy |
| RX-10244 | Change | 09/04/2025 | MTMia Thompson | 1 meds | Partially Approved | Ken Griffey Jr. | Target Pharmacy |
| RX-10249 | Refill | 09/06/2025 | MTMia Thompson | 10 meds | Completed | Ken Griffey Jr. | CVS Pharmacy |
| Order ID | Patient Name | Priority | Total Tests | Overall Status | Ordering Provider | Ordered Date | |
|---|---|---|---|---|---|---|---|
| OR-10254 | KMKate Morrison | Routine | 7 tests | In Progress | Derek Jeter | 09/15/2025 | ⋮ |
| OR-10255 | ODOrlando Diggs | STAT | 8 tests | Completed | Cal Ripken Jr. | 09/14/2025 | ⋮ |
| OR-10256 | SLSamantha Lee | Urgent | 9 tests | In Progress | Sandy Koufax | 09/11/2025 | ⋮ |
| OR-10257 | JRJonathan Reyes | Routine | 10 tests | Partially Approved | Lou Gehrig | 09/10/2025 | ⋮ |
| OR-10258 | ETEmily Tran | STAT | 11 tests | Completed | Stan Musial | 09/09/2025 | ⋮ |
| OR-10259 | WPWilliam Patel | Urgent | 12 tests | Completed | Mickey Mantle | 09/17/2025 | ⋮ |
| OR-10260 | GKGrace Kim | STAT | 13 tests | Completed | Willie Mays | 09/08/2025 | ⋮ |
| OR-10261 | AWAlexander Wu | Urgent | 14 tests | Completed | Hank Aaron | 09/12/2025 | ⋮ |
| OR-10262 | AJAva Johnson | STAT | 15 tests | In Progress | Babe Ruth | 09/07/2025 | ⋮ |
| OR-10263 | LMLucas Martinez | Routine | 16 tests | Partially Approved | Ted Williams | 09/13/2025 | ⋮ |
| OR-10264 | LJLiam Johnson | Urgent | 17 tests | Completed | Ken Griffey Jr. | 09/05/2025 | ⋮ |
| OR-10265 | EWEmma Williams | Routine | 18 tests | Partially Approved | Ken Griffey Jr. | 09/04/2025 | ⋮ |
| OR-10266 | MTMia Thompson | Urgent | 19 tests | Completed | Ken Griffey Jr. | 09/06/2025 | ⋮ |
| Order ID | Patient Name | Priority | Total Tests | Overall Status | Ordering Provider | Ordered Date |
|---|---|---|---|---|---|---|
| IMG-10254 | KMKate Morrison | Routine | 2 Studies | In Progress | Derek Jeter | 09/15/2025 |
| IMG-10256 | ODOrlando Diggs | STAT | 5 Studies | Completed | Cal Ripken Jr. | 09/14/2025 |
| IMG-10259 | SLSamantha Lee | Urgent | 7 Studies | In Progress | Sandy Koufax | 09/11/2025 |
| IMG-10258 | JRJonathan Reyes | Routine | 8 Studies | Partially Approved | Lou Gehrig | 09/10/2025 |
| IMG-10261 | ETEmily Tran | STAT | 9 Studies | Completed | Stan Musial | 09/09/2025 |
| IMG-10262 | WPWilliam Patel | Urgent | 3 Studies | Completed | Mickey Mantle | 09/17/2025 |
| IMG-10263 | GKGrace Kim | STAT | 6 Studies | Completed | Willie Mays | 09/08/2025 |
| IMG-10255 | AWAlexander Wu | Urgent | 10 Studies | Completed | Hank Aaron | 09/12/2025 |
| IMG-10257 | AJAva Johnson | STAT | 11 Studies | In Progress | Babe Ruth | 09/07/2025 |
| IMG-10260 | LMLucas Martinez | Routine | 12 Studies | Partially Approved | Ted Williams | 09/13/2025 |
| IMG-10264 | LJLiam Johnson | Urgent | 4 Studies | Completed | Ken Griffey Jr. | 09/05/2025 |
| IMG-10265 | EWEmma Williams | Routine | 13 Studies | Partially Approved | Ken Griffey Jr. | 09/04/2025 |
| IMG-10266 | MTMia Thompson | Urgent | 14 Studies | Completed | Ken Griffey Jr. | 09/06/2025 |
| Auth ID | Patient Name | Service | Insurance | Submitted | Expiry | Status |
|---|---|---|---|---|---|---|
| PA-8801 | HWHenna West | MRI Lumbar Spine | MediCare B | 12/10/2025 | 01/10/2026 | Approved |
| PA-8800 | DWDemi Wilkinson | Physical Therapy (12 visits) | United Health | 12/08/2025 | 03/08/2026 | Pending Review |
ENCOUNTER OF BILLING
214
CLAIMS
2,362
ERAS (e-claim)
1,473
DENIAL MANAGEMENT
950
SUPERBILL
3,474
INVOICE
2,763
Insurance Pay Self Pay
Encounter List Scrub Encounter Ready to Submit Clearing House Response
| Date of Service | Patient Name | Insurance Coverage | Rendering Provider | Reason for Visit | Place of Service | Appointment Type | ||
|---|---|---|---|---|---|---|---|---|
| 11/26/2025 | PBPhoenix Baker | In-Network | Joe DiMaggio | Restless Legs Syndrome | 11-Office | New Appointment | ⋮ | |
| 10/12/2025 | DWDemi Wilkinson | Out-of-Network | Jackie Robinson | Dystonia | 31- Urgent Dental Care | Follow Up Appointment | ⋮ | |
| 09/05/2025 | NCNatali Craig | Out-of-Network | Nolan Ryan | Tourette Syndrome | 34- Telehealth Services | New Appointment | ⋮ | |
| 09/04/2025 | DCDrew Cano | In-Network | Barry Bonds | Dementia | 11-Office | Follow Up Appointment | ⋮ | |
| 07/01/2025 | KMKate Morrison | In-Network | Derek Jeter | Huntington's Disease | 32- Physical Therapy Center | Follow Up Appointment | ⋮ | |
| 04/22/2025 | ODOrlando Diggs | Out-of-Network | Cal Ripken Jr. | Sleep Apnea | 11-Office | New Appointment | ⋮ | |
| 06/05/2025 | SLSamantha Lee | Out-of-Network | Sandy Koufax | Cerebral Palsy | 11-Office | New Appointment | ⋮ | |
| 05/10/2025 | JRJonathan Reyes | In-Network | Lou Gehrig | Stroke | 27- Pediatric Care Center | Follow Up Appointment | ⋮ | |
| 04/22/2025 | ETEmily Tran | Out-of-Network | Stan Musial | Migraine | 28- Geriatric Care Facility | New Appointment | ⋮ | |
| 04/22/2025 | WPWilliam Patel | In-Network | Mickey Mantle | Multiple Sclerosis | 11-Office | New Appointment | ⋮ | |
| 04/28/2025 | GKGrace Kim | Out-of-Network | Willie Mays | Dystonia | 11-Office | Follow Up Appointment | ⋮ | |
| 04/27/2025 | AWAlexander Wu | In-Network | Hank Aaron | Alzheimer's Disease | 28- Geriatric Care Facility | New Appointment | ⋮ |
1 2 3 ... 8 9 10
Create Super Bill Henna West (1234) 15/01/1985 (38 yrs) • henna West@example.com 569-822-4144
Henna West (1234) 15/01/1985 (38 yrs) • henna West@example.com 569-822-4144 SERVICE DETAILS
Location 1▾
11- Office▾
10/24/2025
324733453124
PROVIDER DETAILS
Ethan Carter▾
1245319599
Ethan Rivers▾
1432465237
CODING
1
Procedure90834
ModifiersAQ
Amount ($)202.00
Qty2
Subtotal ($)404.00
1 ICD
⋮⋮1.F43.23Adjustment disorder with mixed anxiety and depressed mood
+ ADD ICD 10 Code
1
Procedure99213
ModifiersQ6
Amount ($)150.00
Qty2
Subtotal ($)300.00
1 ICD
⋮⋮1.F33.1Major depressive disorder, recurrent, moderate
+ ADD ICD 10 Code
Referral Out Referral In
+ Add Referral Out
← Previous
1 2 3 ... 8 9 10
Next → Clinical Reports Financial Reports Other Reports Analytics
| Report Name | Report Type | Period | Run By | Date Run | Format | |
|---|---|---|---|---|---|---|
| Appointment Type Utilization Report | Appointment Type | Jan 23, 2025 - Feb 23, 2025 | Liam Johnson | Nov 10, 2025 | ||
| Encounter Summary Report | Encounter | Oct 1, 2025 - Nov 1, 2025 | Noah Williams | Nov 10, 2025 | ||
| Provider Performance & Productivity Report | Provider Performance | Sep 12, 2025 - Oct 12, 2025 | Oliver Brown | Nov 10, 2025 | ||
| Patient Source Analysis Report | Sources of Patients | Aug 5, 2025 - Sep 5, 2025 | Elijah Davis | Nov 10, 2025 | ||
| CPOE Order Activity Report | CPOE Order | Jul 1, 2025 - Aug 1, 2025 | James Miller | Nov 10, 2025 | ||
| Appointment Type Utilization Report | Appointment Type | Jun 20, 2025 - Jul 20, 2025 | William Wilson | Nov 10, 2025 | ||
| CPOE Order Activity Report | CPOE Order | May 10, 2025 - Jun 10, 2025 | Benjamin Moore | Nov 10, 2025 | ||
| Encounter Summary Report | Encounter | Apr 1, 2025 - May 1, 2025 | Lucas Taylor | Nov 10, 2025 | ||
| CPOE Order Activity Report | CPOE Order | Feb 15, 2025 - Mar 15, 2025 | Henry Anderson | Nov 10, 2025 | ||
| Provider Performance & Productivity Report | Provider Performance | Dec 1, 2024 - Jan 1, 2025 | Theodore Thomas | Nov 10, 2025 | ||
| CPOE Order Activity Report | CPOE Order | Nov 8, 2025 - Dec 8, 2025 | Jack Jackson | Nov 10, 2025 | ||
| Provider Performance & Productivity Report | Provider Performance | Dec 1, 2024 - Jan 1, 2025 | Levi White | Nov 10, 2025 | ||
| Encounter Summary Report | Encounter | Jan 15, 2025 - Feb 15, 2025 | Alexander Harris | Nov 10, 2025 | ||
| Provider Performance & Productivity Report | Provider Performance | Feb 1, 2025 - Mar 1, 2025 | Daniel Martin | Nov 10, 2025 | ||
| Encounter Summary Report | Encounter | Mar 10, 2025 - Apr 10, 2025 | Owen Thompson | Nov 10, 2025 |
1 2 3 ... 8 9 10
| Report Name | Report Type | Period | Run By | Date Run | Format | |
|---|---|---|---|---|---|---|
| Provider Revenue Contribution Report | Revenue by Provider | Dec 20, 2024 - Jan 20, 2025 | Liam Johnson | Nov 10, 2025 | ||
| Location-Based Revenue Insights | Revenue by Location | Sep 15, 2025 - Oct 15, 2025 | Noah Williams | Nov 10, 2025 | ||
| Service-Level Revenue Insights | Revenue by Service | Aug 22, 2025 - Sep 22, 2025 | Oliver Brown | Nov 10, 2025 | ||
| Procedure Code Revenue Analysis | CPT Code Based Revenue | Jul 10, 2025 - Aug 10, 2025 | Elijah Davis | Nov 10, 2025 | ||
| ERA Payment Summary & Variance Report | ERA | Jun 5, 2025 - Jul 5, 2025 | James Miller | Nov 10, 2025 | ||
| Stored Card Transaction Report | Card on File | May 25, 2025 - Jun 25, 2025 | William Wilson | Nov 10, 2025 | ||
| Claim Submission Summary Report | Claim Submission | Apr 15, 2025 - May 15, 2025 | Benjamin Moore | Nov 10, 2025 | ||
| Authorization Impact & Utilization Report | Prior Authorisation | Mar 3, 2025 - Apr 3, 2025 | Lucas Taylor | Nov 10, 2025 | ||
| Financial Adjustment Audit Report | Adjustment | Jan 20, 2025 - Feb 20, 2025 | Henry Anderson | Nov 10, 2025 | ||
| Membership & Subscription Revenue Report | Membership | Nov 2, 2024 - Dec 2, 2024 | Theodore Thomas | Nov 10, 2025 | ||
| Service-Level Revenue Insights | Revenue by Service | Oct 12, 2025 - Nov 12, 2025 | Jack Jackson | Nov 10, 2025 | ||
| Membership & Subscription Revenue Report | Membership | Nov 2, 2024 - Dec 2, 2024 | Levi White | Nov 10, 2025 | ||
| Stored Card Transaction Report | Card on File | Dec 25, 2024 - Jan 25, 2025 | Alexander Harris | Nov 10, 2025 | ||
| Claim Submission Summary Report | Claim Submission | Jan 30, 2025 - Feb 30, 2025 | Daniel Martin | Nov 10, 2025 | ||
| Financial Adjustment Audit Report | Adjustment | Feb 20, 2025 - Mar 20, 2025 | Owen Thompson | Nov 10, 2025 |
1 2 3 ... 8 9 10
| Report Name | Report Type | Period | Run By | Date Run | Format | |
|---|---|---|---|---|---|---|
| Patient Waiting List Report | Waiting List | Jan 23, 2025 - Feb 23, 2025 | Liam Johnson | Nov 10, 2025 | ||
| Patient No-Show Report | No Show | Oct 1, 2025 - Nov 1, 2025 | Noah Williams | Nov 10, 2025 | ||
| Appointment Cancellation Report | Cancellation | Sep 12, 2025 - Oct 12, 2025 | Oliver Brown | Nov 10, 2025 | ||
| Staff Productivity & Performance Report | Staff Productivity | Aug 5, 2025 - Sep 5, 2025 | Elijah Davis | Nov 10, 2025 | ||
| Patient No-Show Report | No Show | Jul 1, 2025 - Aug 1, 2025 | James Miller | Nov 10, 2025 | ||
| Patient Waiting List Report | Waiting List | Jun 20, 2025 - Jul 20, 2025 | William Wilson | Nov 10, 2025 | ||
| Appointment Cancellation Report | Cancellation | May 10, 2025 - Jun 10, 2025 | Benjamin Moore | Nov 10, 2025 | ||
| Appointment Cancellation Report | Cancellation | Apr 1, 2025 - May 1, 2025 | Lucas Taylor | Nov 10, 2025 | ||
| Patient No-Show Report | No Show | Feb 15, 2025 - Mar 15, 2025 | Henry Anderson | Nov 10, 2025 | ||
| Staff Productivity & Performance Report | Staff Productivity | Dec 1, 2024 - Jan 1, 2025 | Theodore Thomas | Nov 10, 2025 | ||
| Patient Waiting List Report | Waiting List | Nov 8, 2025 - Dec 8, 2025 | Jack Jackson | Nov 10, 2025 | ||
| Patient No-Show Report | No Show | Dec 1, 2024 - Jan 1, 2025 | Levi White | Nov 10, 2025 | ||
| Staff Productivity & Performance Report | Staff Productivity | Jan 15, 2025 - Feb 15, 2025 | Alexander Harris | Nov 10, 2025 | ||
| Patient No-Show Report | No Show | Feb 1, 2025 - Mar 1, 2025 | Daniel Martin | Nov 10, 2025 | ||
| Staff Productivity & Performance Report | Staff Productivity | Mar 10, 2025 - Apr 10, 2025 | Owen Thompson | Nov 10, 2025 |
1 2 3 ... 8 9 10
Gross Charges Gross Charges
$90,232 ↑ $1.4K
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Availability Appointment Types Color Configuration Cancellation Policy Holidays Settings Room Settings
| Name | Availability Slots | Block Days | Last Updated On | Updated By |
|---|---|---|---|---|
| Olivia Rhye | 02 | 02 | 03/15/2025 | Ava Davis |
| Phoenix Baker | 01 | 04 | 11/03/2025 | Charlotte Harris |
| Lana Steiner | 02 | 08 | 10/09/2025 | Aiden White |
| Demi Wilkinson | 02 | 04 | 01/22/2026 | Mia Jackson |
| Candice Wu | 02 | 08 | 09/14/2025 | Lucas Thomas |
| Natali Craig | 01 | 09 | 02/16/2026 | Liam Johnson |
| Drew Cano | 01 | 04 | 12/28/2025 | Sophia Wilson |
| Orlando Diggs | 02 | 04 | 04/10/2025 | Elijah Miller |
| Andi Lane | 01 | 00 | 06/01/2025 | Emma Smith |
| Kate Morrison | 01 | 11 | 08/20/2025 | Isabella Anderson |
| Michael Johnson | 02 | 10 | 05/05/2025 | Olivia Rhye |
| Emily Chen | 01 | 07 | 02/18/2025 | Mason Taylor |
| David Smith | 02 | 03 | 01/24/2025 | James Martin |
| Aisha Patel | 02 | 07 | 07/25/2025 | Noah Brown |
1 2 3 ... 8 9 10
Provider Settings
Profile Practice Notification Patient Flag Configuration Co- Signer
Basic Details
Role
Rendering Provider
Credential
Dr.
First Name
Kevin
Middle Name
Rodger
Last Name
John
Date Of Birth
05/17/1965
Gender
Male
NPI
375748291
Taxonomy Number
103T000X
Language
English, French
SSN
***-**-9844
Group NPI
***-**-9844
Address Line 2
-
City
Williston
State
Alaska
Country
USA
Provider Contact Details
Work Number
(343) 643-553790
Mobile Number
(569) 822-4144
Email Address
kevinrodger@gmail.com
Fax Number
463-7782-872
Timezone
(UTC) Coordinated Universal Time
Zip Code
80007
Address Line 1
8642 Yule Street
Address Line 2
-
City
Williston
State
Alaska
Country
USA
Other Details
Federal Tax ID Number
625366595
Tax ID Type
EIN
DEA Number
3235642312
Registration Date
10/12/2025
Specialty
Primary Care, Family Medicine
Primary Service Location
Riverbend Primary Care, Evergreen Family Medicine, Unity Family Practice
Supervising Providers
Elvis Williams, Trenton Knox, George Maxwell
Education & Work Experience
Education & Work Experience
Completed residency in Psychiatry with 8+ years of experience in outpatient and telehealth behavioral health services.
Signature⋮
Licensing and Compliance
No licensing details added yet.
Practice Settings
Profile Locations Users Roles & Responsibility Print Configuration
Jupiter Hospital
Multispeciality
Basic Information
Practice Fax Number
0897 234567
EHR System
NA
Billing Address
2678 East 875th Road ,OGLESBY,
USA California, 61348
USA California, 61348
Practice Office Hours
Monday 10.00 AM - 08.00 PM
Tuesday 10.00 AM - 08.00 PM
Wednesday 10.00 AM - 08.00 PM
Thursday 10.00 AM - 08.00 PM
Friday 10.00 AM - 08.00 PM
Saturday 10.00 AM - 08.00 PM
Practice Information
Jupiter Hospital is a tertiary care multi-specialty hospital located in Pune. The hospital has a team of experienced doctors trained all over the world and has the most advanced medical equipment under its roof. Serene Hospital is a tertiary care multi-specialty hospital located in Pune. The hospital has a team of experienced doctors trained all over the world and has the most advanced medical equipment under its roof.
Form Builder
Intake Form Visit Note Consent Forms Custom Form
| Title | Specialties | Created By | Updated Date |
|---|---|---|---|
| Patient History Form | Psychologist | S. Parker | 17/05/2025 |
| New Patient Intake From | Internal Medicine / Family Medicine | M. Rid | 28/09/2025 |
| Adult Health History Questionnaire | Primary Care | A. Henderson | 28/08/2025 |
| Pediatric Intake Form | Pediatrics | R. Bellow | 22/06/2025 |
| Women's Health Intake Form | Obstetrics & Gynecology (OB/GYN) | J. Kostner | 28/09/2025 |
| Men's Health Initial Visit Form | Urology / Men's Health | S. Parker | 17/05/2025 |
| Chronic Condition Management Intake | Endocrinology / Cardiology | A. Torres | 08/11/2025 |
| Allergy & Immunology Intake Form | Allergy & Immunology | E. Enerique | 26/08/2025 |
| Orthopedic Intake Form | Orthopedics | Evelyn Enerique | 15/09/2025 |
| Pain Management Intake Questionnaire | Pain Medicine | Ethan Enerique | 22/10/2025 |
| Physical Therapy New Patient Form | Physical Therapy | Elena Enerique | 05/11/2025 |
| Speech Therapy Intake Assessment | Speech-Language Pathology | Elliot Enerique | 12/01/2025 |
| Nutrition and Diet Intake Form | Nutrition / Dietetics | Emilia Enerique | 18/01/2025 |
| Dermatology New Patient Intake Form | Dermatologist | Eugene Enerique | 25/02/2025 |
| Mental Health History Form | Clinical Psychology / Psychiatry | Evelyn Enerique | 30/03/2024 |
Showing 1 to 11 of 100 entries
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AI Agents
ACTIVE AI AGENTS
07
PATIENT INTERACTIONS
1,342
RESPONSE ACCURACY
98.34%
TIME SAVED
36.08 hr
TOTAL BILLING
$ 2000
TOTAL AI AGENTS SPENT
$847.50
12 Months 6 Months 30 Days 7 Days
June 2021
$45,591
FebMarAprMayJunJulAugSepOctNovDecJan
JUNE BUDGET Last 30 Days ▾
$245.80 / $1200
Total interactions
24,567 +3.4%
Total requests
1,847 +3.4%
AI Medical Assistant
$350.00
Monthly spend
96.8%
Accuracy rate
2.2s
Avg response
AI Nurse
$200.00
Monthly spend
94.5%
Accuracy rate
2.2s
Avg response
AI Scribe
$400.00
Monthly spend
98.3%
Accuracy rate
1.2s
Avg response
AI MEDICAL ASSISTANT Active
The AI Health Companion is an innovative tool that leverages machine learning for instant healthcare support. It aids in diagnostics and patient management, analyzing medical data while following safety regulations and staying updated with the latest research.
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The AI Nurse Agent supports healthcare professionals by assisting with routine clinical tasks, monitoring patients, and managing vitals. It ensures efficient workflow in care delivery while maintaining patient safety.
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The AI Scribe streamlines documentation by listening to clinical conversations and automatically generating structured, accurate progress notes and visit summaries.
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AI MEDICAL CODER Active
The AI Medical Coder translates clinical notes into accurate billing codes (ICD-10, CPT), ensuring compliance and improving revenue cycle performance.
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The AI Pharmacy Technician assists with prescription verification, medication reconciliation, and inventory tracking for efficient pharmacy operations.
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Metformin 500mg - Patient: Henna West
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Patient Note - Lisinopril 10MG, #90 refill needed
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Dr. Martinez requested consultation slot for tomorrow 2 PM Find perfect slot
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Sarah Johnson asking about medication side effects
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