Adding Patients

Adding Responsible Party Information

When you add a new patient, you must add at least one responsible party. You can add multiple responsible parties, if necessary.

To add responsible party information:

1. After completing the Patient tab, click the Responsible Party 1 tab or press Tab. The Patient Add— Responsible Party 1 window is displayed.

2. Type information and use the drop-down lists to select the demographic and financial information for the responsible party:

3. Patient is Responsible Party—Select this option if the patient will be self-responsible. This fills in the patient information in the responsible party fields.

4. Same Address—Deselect this option if the responsible party has a different address than the patient.

5. Same Last Name—Deselect this option if the responsible party has a different last name.

6. Same Home Phone—Deselect this option if the responsible party has a different home phone number.

7. Insurance—Select from a list of insurance carriers for the responsible party. If you enter more than one insurance carrier, click <Rank Ins. Co.> to designate a primary and secondary company.

3. If necessary, click the Responsible Party 2 tab to add a second responsible party. Select Options > Add Another Responsible Party Page to add up to two additional pages.

4. Click OK. If you have configured the software so you can assign patient numbers manually, the Next Patient Number window is displayed. Enter the next patient number and click OK. The patient chart is displayed.

OR

If you have configured the software to assign a patient number automatically, the patient chart is displayed.

Related Topics

Adding Patients

Using Quick Add

Changing Patient Information

Skill Sharpeners