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Dream Factory by TruBridge Ideas Portal
Created by Janna Sartin
Created on Mar 26, 2025

In Account detail or account summary or really any area need ID Pannel

When working in patient financial services or Billing and if I need to know the patient’s DOB or address or phone number etc. I have to go into Census or Patient Profile. This can be a hassle if you are working in the account detail or Account Summary or any other area of the patients visit.

What would make it better? If there was a ribbon that contained patient name, birthdate, sex, primary ins, secondary insurance, address, phone #, DOS, total billed amount, that was at the top of the page no matter what page you are on within the visit.

This would help having to bounce from screen to screen which would be more efficient and less frustrating.

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