Scheduling Appointments > Scheduling Appointments for New Patients

Activating New Patients and Accounts

When you schedule a new patient, entries are made in the Account List and Patients List windows, but no permanent entries are made in your patient and account database unless you click Additional Account Info.

• The new entries are displayed in fuchsia and most features in the Options section of the Express bar or the Options menu are disabled.

When the patient arrives for the appointment, the patient and account must be activated.

Select one of the options to activate the patient and account records:

• Select the new patient in the InOffice window:Click Activate on the toolbar. The information for the account is displayed in the Account window. Complete the account information, and click OK.

• In the Daily Appointments window:Select an appointment and select Activate from the Options section of the Express bar or the Options menu.

• When a patient record is displayed in the Patient window:Click Edit on the toolbar, and type the information in the window. Click OK. A message that asks you to activate the patient is displayed. Click Yes.

• When you activate a new patient, the associated new account is automatically activated.

• When an account record is displayed in the Account window:Click Edit on the toolbar and type the information in the window. Click OK. A message that asks you to activate the account is displayed. Click Yes.

• When you activate a new account, you must individually activate each patient associated with the account. If you add a new patient to an existing account, you must activate the patient.