Skip to main content

Patients Module

This module reviews how to add patient profiles and their authorizations.

14 articles
Patient DetailsOn the patient details page, you will enter comprehensive patient information. This section is crucial for creating a detailed and organized patient profile.
Patient OverviewThis article offers a quick reference for schedulers and clinicians on patient overviews, authorization use, and hours.
How to: Adding a Patient AuthorizationThis article is most relevant to clinicians, schedulers, or administrators who will input and/or update patient authorization(s) into Motivity.
How to Access and Add New PatientsThis article will guide you through accessing your patient list, using search filters to find exactly who you need, and successfully creating a new patient profile.
Authorization WorkflowOverview of the Authorization Workflow feature in the Patient Module.
Navigating to Patient Schedule from Patient ViewThis article walks you through how to navigate to the patient's scheduler from their patient module. The patient schedule view lets you see all upcoming appointments for a patient in…
Patient LedgerOverview of the Patient Ledger in the Patient Module.
Adding a Primary and Secondary Funding SourceThis article reviews how to add a primary and secondary funding source.
AuthorizationsOverview of Authorizations in the Patient Module including adding, managing, and copying authorizations.
Patient Notes & DocumentsThis article provides you with a step by step method to add & manage patient notes and documents.
Viewing the Patient Dashboard & OverviewOverview of the Patient Dashboard in Motivity.
Workflows - AuthorizationsThis article provides a brief overview of the workflow for authorizations
AIO - Creating a Patient or LearnerThis article explains how Learner profiles are created and managed between the Motivity Practice Management (PM) and Motivity Clinical (CL) modules.
AI Patient Profile Coach (Beta)This feature audits patient profiles for missing information and organizes the data into actionable steps to bridge existing gaps.