A patient's $ status can be viewed in the D4W Mobile App.
- Find a patient's record
- Select Status

View a Patients Send info to
A patient's communication method for Appointment reminders, Invoices, Recalls and Queries can be viewed in the D4W Mobile App.
- Find a patient's record
- Select Send info to

View/Edit a Patient Address Details
A patient's address details can be viewed and edited in the D4W Mobile App.
- Find a patient's record
- Select Address and tap Edit to modify

- Modify any details and tap Save

View/Edit Patient Insurance/Fee Level
A patient's Insurance and Fee Level details can be viewed and edited in the D4W Mobile App.
- Find a patient's record
- Select Insurance/Various and tap Edit to modify

- Modify any details and tap Save

- To Add a new Insurance plan, scroll down and click Add plan

- Add details and tap Add

View/Edit Patient Recall
A patient's Recalls can be viewed and edited in the D4W Mobile App.
- Find a patient's record
- Select Recalls and tap Edit to modify

- Tap the Edit icon to edit the existing set or Add set to add a new Recall set

- Modify the details and tap Save

View/Edit a Patient Referral
A patient's Referral details can be viewed and edited in the D4W Mobile App.
Find a patient's record
Select Referral and tap Edit to modify

Modify any details and tap Save

View/Edit a Patient History
A patient's history can be viewed and edited in the D4W Mobile App.
- Find a patient's record
- Select History and tap +New history record to add or tap Edit to modify

- Enter the details and tap Save

Document Manager
Add and View Patient Documents
Patient documents in Document Manager can be added and viewed and new folders can also be created using D4W Mobile.
- Find the patient
- Select Documents tab
- Select + Add file or folder or + icon

- New Folder: Enter name of folder > Create
- Upload from Files: Select file to upload from files
- Upload from Gallery: Upload a picture from Gallery
- Capture with Camera: Capture a picture to upload

Select file or capture image > select Upload
- File will be uploaded to view
- To view file select the file or select 3 dots > Open

- File can also be Shared, Renamed, Copied, Moved or Deleted