Adding a New Patient

To add a new patient from the Patient record:

  1. Click the Create Skeleton Record icon.  The Create Patient Record window is displayed.

  2. Complete the Surname field.

  3. Complete the Forename field.

  4. Complete the Date of Birth field.

  5. Complete the NHS Number, if known

  6. Select the required Dentist from the drop-down list.

  7. Complete the Tel no field, if known.

  8. Complete the Mobile Tel no field, if known.

  9. Complete the Email field, if known.

  10. Click Search.

  11. If the patient does not already exist, click Create New Patient to create the patient record and return to the Patients window.

Adding a New Patient from the File Menu

To add a New Patient from the File Menu:

  1. From the Patients window, click File and select Create Skeleton Record.  The Create Patient Record window is displayed.

  2. Complete the Surname field.

  3. Complete the Forename field.

  4. Complete the Date of Birth field.

  5. Complete the NHS Number, if known.

  6. Select the required Dentist from the drop-down list.

  7. Complete the Tel no field, if known.

  8. Complete the Mobile Tel no field, if known.

  9. Complete the Email field, if known.

  10. Click Search.

  11. If the patient does not already exist, click Create New Patient to create the patient record and return to the Patients window.

Adding a New Patient from the Planner

To add a New Patient from the Planner:

  1. Click the Create Skeleton Record icon.  The Create Patient Record window is displayed.

  2. Complete the Surname field.

  3. Complete the Forename field.

  4. Complete the Date of Birth field.

  5. Complete the NHS Number, if known.

  6. Select the Dentist from the drop-down list.

  7. Complete the Tel no field, if known.

  8. Complete the Mobile Tel no field, if known.

  9. Complete the Email field, if known.

  10. Click Search.

  11. If the patient does not already exist, click Create New Patient to create the patient record and return to the Planner.

 

Related Topics

Patient Banner

Toolbar Icons

Using the Patient Selector Window

Archiving a Patient

Reinstating an Archived Patient

Adding a Patient Marker to a Patient's Record

Removing a Patient Marker from a Patient's Record