Setting Up Patients > Adding Patient Records

Adding New Patients from the Account Window

If you are adding a new patient and new account, you must first set up the account. After you create the account, you can associate it with the new patient. For more information, see Adding New Accounts.

To add patients from an account window:

1. Select an option:

2. After you type the information in the Account window for the new account record:After you type the information in the Account window for the new account record:Select Patients from the Options section of the Express bar or the Options menu. All patients assigned to the account are displayed in the Patient List window. Click OK. The Patient List window is displayed.

3. From an existing account record:From an existing account record:Select Patients from the Options section of the Express bar or the Options menu. All patients assigned to the account are displayed in the Patient List window.

2. Click Add. The Patient window is displayed.

3. Follow steps number 3 through 29 from Adding New Patients from the Patient Windows.