Tracking Patients in the Office > Handling InOffice Transactions > Adding Unscheduled Patients to the InOffice Window

Activating the New Patient’s Account

After you have added the unscheduled new patient to the appointment book, you must activate the patient’s account.

To activate the new patient’s account:

1. Select the new patient appointment and select Activate from the Options section of the Express bar or Options menu. The New Account window is displayed.

2. Type the new account information in the appropriate fields and click OK. A message that asks you to confirm the new patient account activation is displayed.

3. Click Yes. The patient is activated.

4. Click Close. The Patient window is displayed.

5. Enter the appropriate information and click OK.

6. Click Close.