Patient Carts

Click the Patient Carts tab at the top of the Care Connect page to view and manage patient carts. You will see a list of carts like the sample one below:

Search for a cart in the search bar at the top, or filter by the following:

• Date of birth of the patient
• Status of the cart - Active, Expired, Purchased, or Deleted

• Service Date - Date of the procedure if available
• All, Shared or Not Shared - All is all carts. Shared is carts that have been shared with the patient, and Not Shared is carts that have not been shared with the patient.

You also can sort by Creation Date, Patient Name, or Service Date.

On a cart, you can see the patient’s name, date of birth, and email, the Procedure, Provider, Facility, Service Date, and Total Cost.

You can take the following actions by clicking on the Actions dropdown on the bottom right of a cart, and choosing one of these actions:

• Add Expiration Date - This brings up a popup on which you can change the expiration date.

• Share again - This brings up the Share with Patient form which you can use to share the cart with the patient again. There also is a Share Again link at the bottom of the cart that you can use.

• View Cart as Patient - You can view the cart as a patient would see it.

• View PDF

• Delete Cart

At the bottom of the cart, click View History to see the cart’s history.

The link will expand to show the cart’s history.

Click the Check Out button to go to the regular Check Out page and purchase the cart for the patient.