VIDEO: Enterprise Tips: Adding an Action through Deferred Payments

When viewing the list of patients in deferred payments you can right click any of the patients and add an “action” without having to navigate to the patients record to do so.

Useful if you need a particular user to sign the claim, outstanding signatures can be seen in the signature status column.

Or if you need someone to action something when the patients picks up their specs.

As an aside if you need to view any of these patient records for any reason, you can do so by right clicking and then viewing patient record within deferred payments. You can then quickly jump back to deferred payments while in the patients record with the button at the top, which then takes you to exactly where you left off.