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Viewing & Managing Patients


📌 Users can search, filter, and review patient records, including balances, payment history, and statements.

Overview

View a list of all patients, including account numbers, names, and phone numbers.
Use the search bar to find patients by First Name, Last Name, Date of Birth, or Account Number.
Click "Edit" to update patient details.
Click on a patient record to view their profile, balance, statements, and transaction history.
➡ Next Step: Users can edit patient details, make payments, or set up payment plans.


Step-by-Step Guide

Step 1: Navigate to the Patients Section

Log in to the Lab3 BillPay Dashboard.
Click "Patients" from the left sidebar menu.
The Patient List page will display all registered patients.

Step 2: Searching for a Patient

Use the Search Bar at the top to find patients by:
First Name
Last Name
Date of Birth
Account Number
Click "Search Patients" to view results.

Step 3: Viewing a Patient’s Profile

Click on a patient’s row in the list to open their profile.
The Patient Information Page will display:
Patient Name
Phone & Email (if available)
Account Number & Current Balance
Quick Actions (Make a Payment, View Statements, Transaction History, and Wallet Details)
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