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  1. Apollo Help Desk | Training Document Repository
  2. Using Apollo
  3. Patient Management

Patient Management

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  • How can I view patient date of birth in scheduling?
  • How do I create an AI driven patient progress note?
  • How to create case tracking?
  • How to create an addendum of a completed note?
  • How to use general notes to record internal updates and reminders with user name tracking?
  • How to activate and maximize patient self-scheduling for seamless appointment management via user login?
  • How do I access and track charges for a selected patient?
  • How can I update diagnosis information for a patient?
  • How can I search and access patient details in the system?
  • How do I access and handle notes in the sign assistance notes section?
  • How do I update patient information and lock/unlock profile details?
  • How to use the "quick patient search" feature from the dashboard?
  • How do I check patient notes in the financial file module?
  • Accessing and Managing Patient Files on the Apollo Site.
  • How do patients add, edit, or remove soap notes?
  • How does the intervention tab help with treatment planning and documentation?
  • How to attach documents to a soap note and track the number of attachments?
  • How can we customize fields in the 'intervention' tab of the 'initial examination' for patient soap notes?
  • Set the order of Billing codes for SOAP notes
  • DX code in Billing Form information based on Diagnosis
  • Is there a way to upload documents only related to SOAP notes? I do not want to mix it with patient documents
  • Is there a way to show or hide depression questions?
  • Do we need to include all the variants of CPT codes for displaying in SOAP billing?
  • How can a user delete a General Note?
  • How can user view detailed list of payments, against which payment was posted by line item method?
  • Customize Notice of Patient Information Practices
  • The merging process automatically uploads patient data in patient documents
  • Do Custom Objectives values get carried forward in the Re-Examination SOAP Note?
  • Document control number(Box 64) is included in UB04 Information.
  • How can we configure to display both Account type code and name in Account type auto-fill drop down in patient information?
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