A PDF containing step-by-step instructions with pictures is available to view or download at the bottom of the page.
The SnapShot View allows you to view the Patient list for a given date in the past.
Use the SnapShot View
1. From the Patients Dashboard (or other Patients View), click the SnapShot View.
2. Select the Census you wish to view. Use the drop-down menu to change the Census.
3. Select the Date you wish to view. In the SnapShot date field, type in the date or use the calendar icon to select the date.
4. To select a patient, click their box on the left side of the screen.
• If the Patient has a GREEN bar to the left of their name, this means that you entered a charge for them on the selected date OR another Provider entered a charge for you on the selected date with you listed as the Primary Biller.
• If the Patient has an ORANGE bar to the left of their name, this means that another Provider entered a charge for that patient on the selected date.
• If the Patient has a BLUE bar to the right of their name, this means that the patient is currently selected. • If the Patient background is WHITE, this means that the Patient was active on the selected date.
• If the Patient background is MINT GREEN, this means that the Patient was discharged on the selected date.
5. If you hover over the patient’s box, several Function buttons will appear.
• The Information button displays the Patient’s History field in a pop-up.
• The Charge button takes you to the SuperBill.
• The Secure Message button allows you to send a message about this Patient.
• The QuickDC button takes you to the Discharge page for this Patient.
• The ReAdmit/ReActivate button allows you to ReAdmit or ReActivate the Patient. NOTE: This only applies to Patients who have been discharged.