Patient File Maintenance Menu

The Patient menu provides the following functions for managing your patient accounts:

Patient Registration
Add Financial Account for Patient
Change Patient Data
Inactivate a Patient
Review Patient Information
Patient Listings
Patient Mailing Labels
Patient Referral Menu
Patient Recall Menu
Patient Hospital Rounds List
Upload Transcription Files

The PC Immunize menu may also exist if it was requested by your office, when CGM webPRACTICE was initially installed. Please contact CGM webPRACTICE customer service for more information or to request installation, if applicable.

The Verify Eligibility by DMS List menu will also exist if your practice has a current CGM webVERIFY subscription. For information about the benefits of using CGM webVERIFY to verify insurance eligibility for patients, see CGM webVERIFY.

The Patient Demographic Import Utility menu function will also exist if your practice has purchased this add-on function.