Tips and Tricks: Using the ‘Key Patient Information’ Section

In our Tips and Tricks series, we will provide readers with novel ideas for making the most of Practice Perfect EMR in their clinic.

Have you ever taken some time to examine the ‘Key Patient Information’ section at the top of the screen or in the left-hand sidebar? They’ve been designed to display key data that’ll make your role as an office administrator, a therapist, or a manager that much easier. In this article, we’ll be discussing the different types of data that can be found in the ‘Key Patient Information’ section:


Insurance coverage


Many patients receiving physical therapy, occupational therapy, or speech therapy treatment receive treatment from extended healthcare insurance providers. This makes it very important for them to track their coverage limits, because if they exceed them they’ll be required to pay for their treatment out of pocket—and you don’t need me to tell you how expensive treatment can become.


The ‘Key Patient Information’ section lets you know how much coverage a patient has in their plan, whether it’s a set number of visits, units, a length of time, or a dollar amount. It will also let you know which insurance carrier is providing the coverage and issue warnings if their coverage is about to expire. And on top of that, you can use that section to easily identify whether the patient or payor has any outstanding balances or unbilled services.




As a healthcare professional, it’s important to know everything about your patients’ medical history. A very important part of their medical history is known allergies.


Practice Perfect EMR prominently displays patients’ allergies in the ‘Key Patient Information’ section at the top of the screen. The bright red text makes it very difficult to miss, and allergies definitely aren’t something you can afford to overlook.




‘Divisions’ represent the different categories you can assign your patients to. Examples of ‘Divisions’ include ‘private pay’, ‘Medicare’, and ‘workers comp’. It’s helpful to see which ‘Division’ your patient belongs to at a glance as this may determine the course of their session.




This is particularly helpful in the case of pediatric clinics because the majority of the children you’re treating will be receiving coverage under their parents’ insurance. It may also be relevant for disabled persons who are under the care of a specific individual.


Patient’s Last Visit


It never hurts to know the last time a patient was at your clinic. It might’ve been a long time since you’ve seen them, or in rare cases, they might be visiting your facility too frequently. Thanks to the ‘Key Patient Information’ section, this date is easily accessible.


Evaluation Due


Similar to the patient’s last visit, ‘Evaluation Due’ offers a quick and easy way to figure out when the patient should schedule their re-evaluation. This is date is very helpful for providers as it gives them a goal to work towards.


Future Visits


We believe that the key to a growing practice is being able to fill your calendar with future appointments. One way of doing so is by ensuring that your patients have booked another appointment before they leave your clinic. And with Practice Perfect’s ‘Key Patient Information’, your patients’ number of future appointments can be seen as long as they’re selected in either the ‘Scheduler’ or another client screen.


Having this data viewable ay a glance makes it incredibly easy to figure out which patients for whom you should be scheduling more appointments.


We hope you found this article helpful. Click here to access the rest of our Tips and Tricks series.