Managing Rosters

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Overview

Rosters help you organize patients into groups, making it easy to bill for clinic days, facility visits, or recurring patient panels.

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Accessing Rosters

Tap the Rosters tab (fourth icon) in the bottom navigation.

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Understanding Rosters

A roster is a collection of patients associated with:

• A specific facility or location
• Default billing codes
• Your billing profile

Rosters are synced with the web app.

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Selecting a Roster

If you have multiple rosters:

1. Tap the roster dropdown at the top
2. Select the roster you want to work with
3. Patient list updates to show that roster

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Creating a New Roster

1. Tap the + or Add Roster button
2. Enter roster name
3. Select associated facility
4. Optionally add default billing codes
5. Tap Create

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Adding Patients

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Search Mode

1. Tap Add Patient (person icon in header)
2. Search by name or health card number
3. Select patient from results
4. Patient is added to current roster

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Manual Entry

1. Tap Add Patient
2. Select Manual Entry
3. Enter patient details:
   • Health card number
   • Version code
   • Name
   • Date of birth
4. Tap Add

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Camera Scan

1. Tap Add Patient
2. Select Camera
3. Scan the health card
4. Verify extracted information
5. Tap Add

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Validate Mode

1. Tap Add Patient
2. Select Validate
3. Enter health card number
4. System validates with OHIP
5. Confirmed patients are added

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Removing Patients

1. Find the patient in the roster
2. Swipe left (iOS) or long-press (Android)
3. Tap Remove
4. Confirm removal

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Editing a Patient

You can edit a patient’s details right from the app:

1. Tap Add Patient (person icon in the header)
2. Tap the pencil icon next to the patient you want to edit
3. Update their details, then save

You can change:

• Demographics (name, date of birth, sex) — these update the shared patient record. You can re-validate the health card to refill them automatically.
• Admission date and Diagnostic code — saved as per-roster defaults for that patient (they apply only to this roster).

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Admission date and diagnostic code defaults

These pre-fill the billing sheet when you bill the patient:

• If the patient already has a claim on that service date, that claim’s admission date and diagnosis are used.
• If they have no prior claim, the roster default admission date and diagnostic code are used instead.

Once set, they show on the patient’s row in the roster.

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Roster Settings

Tap the settings icon to configure:

• Roster name
• Associated facility
• Default billing codes
• Default diagnostic codes

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Managing Billing Codes

Each roster can have default billing codes:

1. Open roster settings
2. Tap Billing Codes
3. Add codes that commonly apply to roster patients
4. These pre-populate when creating claims