The patient card makes it easy to manage a patient’s details all in one place.  

Here is how to see the remaining benefits of your patient:

1. To open up a patient’s card, type your patient’s name into the Search box, which you can find at the top of any page within the Adit platform.
   

2. Select the patient from the list of suggested matches, and their Patient Card will open on the right-hand side of your screen
   

3. In the activities tab, you can see the summary of the Remaining Benefits from the Patient’s account in the EHR.
   

4. Click on Remaining Benefits, and a page will open showing additional details 

5. In the first section of the card, you can see the following insurance details:
   

1. Primary vs Secondary Tabs: switching between these tabs will show the primary and secondary insurance details

2. Identifier: this is the code used to identify the insurance company

3. Phone: the insurance company’s contact info 

4. Member ID: the patient’s identification number

5. Group: the name of the insurance group the patient is a part of

6. Group #: the number assigned to the group

6. In the next section you can see all of the Pending Claims that are still open. These claims will display the following columns:
   

1. Submitted Date: date the claim was submitted

2. Patient: the patient name

3. Code: the treatment associated with the claim

4. Amount: the total amount of the claim