The Speedy Way
From any page in your Athelas Insights interface, press Cmd + K on a Mac, or Ctrl + K for PC users. This will bring up a universal search box. Simply start typing a patient’s name and select their Patient Profile link, like so:
Pro tip: Cmd + K (or Ctrl + K, for PC users) can search for anything in Athelas — specific appointments, payment plans, claims, you name it. Use it well and often.
The Classic Way
Navigate to the Patient Responsibility tab. Click into the ‘Patient’ search field and enter the name of the patient.
Click the patient name where it appears in the list to enter the patient’s account.
This will take you to the patient’s full profile, where you can adjust all their configurations and balances.
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