Visionary’s Practice Management solutions

Visionary’s Practice Management solutions present patient information in a concise, organized, easy to use format. It seamlessly merges with the Billing and Appointment Scheduler, so you never need to enter data twice.

• Store a variety of patient information, including demographic information and multiple insurance providers (primary, secondary, tertiary and quortemary)
• Immediate visibility to next recall date, next appointment, and outstanding balance
• Flag patients who require referrals and keep track of practices you refer patients to
• Associate patients of the same family or employees from the same company for quick reference
• Specific data entry alerts such as ‘patient has allergies’ or ‘patient is diabetic’
• Attach patient and office documents including insurance cards, photos and drivers license
• Set follow-up notices concerning patient-related issues, billing, scheduling and more
• Save date, time, and user-stamped notations about patients, billing issues and more
• Monitor how patients are referred to your office
• Post co-payments or credits to the patient's account prior to creating claim transactions
• View a patient's complete account history regardless of claim status
• Patient records database will export to Microsoft® Excel for mailing labels and custom form letters