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How do I know if a patient has been cleared or has received a GFE?

There are a few indicators within the patient profile that show when a patient has been cleared

  1. Patient Status Tag
    Once a patient has been cleared, the status tag (displayed next to the patient’s name) will update from "To Clear" to a green tag labeled "Medical Exam Current".
    (See the first image for reference.)

  2. Diagnoses and Indicated Treatments Section
    Another way to confirm clearance is by checking the "Indicated Treatments" section under "Diagnoses" in the patient profile.
    When a patient is cleared, checkboxes will appear checked next to the services that have been approved by the physician.
    Below the list of services, you will also see a “Reviewed by” label followed by either the name of the physician who completed the review or simply "Portrait".
    (See the second image for an example.)