You have a new patient who has no account in the database, and you need to add a new account record.
To add a new account record:
Select List > Account. The Account List window is displayed in FIND mode.
Press Enter. The account name is displayed in the title bar.
Click Add. The Account window is displayed.
Type the name and address of the account guarantor.
Add the following data:
Employment or school status
Medical or dental insurance plan
Guarantor’s employee number in the Employee # field, if it is different from the Social Security number
Guarantor’s home, work, and cell telephone numbers, Social Security number, date of birth, sex, and marital status in the Personal section
Account doctor
Insurance calculation method: ICM 0, ICM 1, or ICM 2
Minimum payment amount toward an account balance in the Min Payment field
Notes in the Notes field
Electronic statement options in the Send Automated Statements section
To add information for a second guarantor, click Guarantor 2.
Click OK.
To add a new patient to the account you just created:
In the Patient List window, click Add. A message asks whether to add the new patient to the selected patient account.
Click No. The Account window is displayed.
Type the information, and click OK. A blank Patient List window is displayed.
Click Add.
Type the patient’s name, address, nickname, and telephone numbers in the appropriate fields.
Add either an additional patient record identifier or a patient user code.
Select the patient’s default doctor and hygienist from the drop-down lists.
Type the fee schedule associated with the patient. When you post a procedure to the patient, the fee schedule determines the cost of service. Fee schedule 0 is the default.
Select the patient’s preferred contact method. The preferred method is highlighted in yellow.
Press Alt+Enter to save the information. The Info tab is the active window. Personal information, medical alerts, and referral information are displayed.
Select the patient’s sex and marital status from the drop-down lists. Type the patient’s Social Security number and date of birth in the appropriate fields.
To enter a medical alert, first deselect the Has No Alert option, and then type the alert information in the Medical Alerts field.
To indicate that the patient was referred by another doctor or patient, type the data in the Referred In By section.
Press Ctrl+Tab to activate the Insur. tab window. Dental and medical insurance information is displayed.
If the patient is insured, select the primary and secondary guarantors.
Select a relationship between the patient and the account guarantors from the Patient’s Relationship To section.
Press Ctrl+Tab to activate the Recall window. Recall information, appointment preferences, and missed and broken appointments are displayed here.
Press Ctrl+Tab to activate other tabs—including Dates, Codes, Notes—and populate them appropriately.
Select a pharmacy from the Preferred Pharmacy drop-down list.
Select the employment status of the patient from the Status drop-down list.
Select the patient’s school or employer from the appropriate drop-down list.
Click the Contact tab to enter information about contacting the patient—cell phone, fax, beeper, and email addresses.
Click OK.
Click Close.