Role-specific features · NeoEHR user guide

NeoEHR user guide

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Front Desk personnel

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As a Front Desk Officer, you will primarily use NeoEHR to:

⁠

Register new patients⁠

⁠

Schedule⁠

and

edit appointments⁠

⁠

Manage invoices and payments (for both

out-of-pocket⁠

and

insured patients⁠

)

⁠

View upcoming⁠

and previous appointments for a

single patient⁠

and

all patients during a period⁠

⁠

Access⁠

and

update patient profile⁠

and

insurance information⁠

⁠

Upload⁠

and

review⁠

scanned documents

⁠

Generate Front Desk/ HMIS reports⁠

⁠

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Try clicking the ⋯ next to your doc name or using a keyboard shortcut (

CtrlP

) instead.