Adding Patients

Adding New Patients

Related Training

Adding Patients Recorded Class

Medical History Recorded Class

Managing Referrals Recorded Class

To add a new patient record:

1. On the Scheduler tab, in the Search Patients field, search for the patient and make sure they are not in the database already.

2. Click Create Patient. The Create Patient window is displayed.

3. In the Patient Record Control section, verify that the patient is Active and generate an ID.

4. Scroll down and enter the following information:

• Personal

• Contact

• Portrait

• Additional information, such as the school the patient attended

• Patient referrals

• Responsible parties

• Insurance

• Connected patients

• Patient preferences

• Recare appointments

• Medical alerts, if any

Note:  Required fields are displayed in bold.

5. Add a note, if necessary.

6. Click Create.

 

Related Topics

Editing Patient Records

Adding Patient Portraits or Avatars

Adding Patient Notes, Notifications, and Alerts

Adding Patient Tags

Skill Sharpeners