Patients¶
Patients is a list of every person Ordo has read off every EOB — not grouped by file. Use it when you know the person but not which PDF they were on.
Open it from the sidebar: Patients.
This is not the Open Dental chart, and it is not a medical record. It is a work queue of extracted names.
When to use Patients instead of the Dashboard¶
| You know… | Go to… |
|---|---|
| The file name, or “today’s Cigna remittance” | EOB Dashboard |
| “Maria Santos called — is her payment posted?” | Patients |
| You want totals for the week | Posting Analytics |
Example. The front desk says Maria is at the window asking about her Cigna payment. Jennifer does not remember which remittance. She opens Patients, types Santos, sees the row, and clicks it. Ordo opens Maria’s detail page. If she has more than one file, EOB History lists them.
What each row shows¶
Typical columns:
- Name
- Patient ID (Ordo’s short id for this extracted person)
- Subscriber ID
- Open Dental id (once matched)
- Which EOB (file name and EOB ID)
- Date of service
- Paid / plan covered amount
- Match status
The list does not show a separate “EOB patient id.” Use Patient ID for the person and EOB ID for the file.
Click a row to open that person’s detail page (Overview, EOB History, Open Dental) — not only the file they came from. From there you can still jump to the remittance.
Patient detail and EOB History¶
Opening a patient shows three tabs:
| Tab | What it is for |
|---|---|
| Overview | Name, identifiers, and the procedure lines from the current remittance. |
| EOB History | Every remittance Ordo has for this person: dates, amounts, match status, and procedure lines. Expand a file to see the codes. |
| Open Dental | Link the extracted person to an Open Dental chart (Finding the patient), then match and post the claim. |
If Maria appears on more than one remittance, a badge such as 3 EOBs on file appears next to her name. Click it (or open EOB History) when the front desk asks “did we already post her Cigna from last month?”
Example. Jennifer types Santos on Patients, opens Maria, and sees two files: last Thursday’s Cigna (Posted) and this morning’s Cigna (Needs review). She works the new one; she does not re-post last week.
Filters¶
| Filter | Meaning |
|---|---|
| Active | Everyone not archived. Default working list. |
| Pending | Matching has not finished or not started. |
| Needs review | A person should look (ambiguous or flagged). |
| Matched | A candidate was found. Still review before posting. |
| No match | Ordo could not find a plausible chart claim. |
| Archived | Hidden from Active. |
You can also search by name, identifiers, subscriber, or EOB.
Example. Mike wants a Monday punch list of only the hard cases: filter Needs review, sort by amount descending, work the largest dollars first.
Archive a person (not the whole file)¶
If your role includes Archive, you can archive or restore a patient row.
That is different from archiving an entire EOB:
- Archive file — the whole remittance leaves the inbox and Posting Analytics.
- Archive patient — that person drops off the Patients active list (for example a duplicate extraction), without throwing away the rest of the file.
Use patient archive sparingly. If the whole check is a test upload, archive the file on the Dashboard instead.
Export¶
Export uses the current filter and search. If you filtered to Needs review, the spreadsheet is only those people.
What Patients will not do¶
- It will not let you chart treatment.
- It will not show patients who were never on an uploaded EOB.
- It will not post. Posting still happens on the Open Dental tab (here or inside the file).