Activating New Accounts or Patients

When you add a new account or patient in the Scheduler, the account information is stored in the database and can be viewed and edited from the Account List, Account, Patient, and Patient List windows. The title bar in these windows indicates that the account or patient is new. As long as the patient or account is considered new, most features on the Options menu are not available.

To ensure that new patients who do not keep scheduled appointments do not adversely affect your bookkeeping, do not activate the new patient or account until the patient arrives for the appointment.

New patients added to existing accounts must be activated individually.

To activate a new account or patient:

In the Scheduler, when you seat a new patient, a message asks if you want to activate the patient. Click Yes.

With the appointment selected, click Activate New Patient in the Options panel.

If the patient is associated with an existing account, the New Patient window is displayed. If the patient is associated with a new account, the New Account window is displayed.

Type the information in the fields and click OK. A message that asks you to activate the new patient or account is displayed.
Click Yes. When you activate a new patient, the account is automatically activated. If you activate a new account, however, you still must individually activate each patient in the account.

If you add a new patient to an existing account, you must activate that patient.

Click Close.