Adding New Patients

To add general information about a new patient:

Click the Patients icon on the toolbar. The Patient Search window is displayed.
Click New. The New Patient Setup window is displayed.
Enter the patient’s information. The Last and Provider fields are required. Press Tab or Enter to move from field to field.

Prefix—Type an appropriate prefix: Mr., Ms., Mrs., Dr., Rev., and so forth.
First—Type the patient’s full first name.
M—Type the patient’s middle name.
Last—Type the patient’s last name.
Suffix—Type a suffix, if there is one: Jr., III, Ph.D.
Nickname—Type a nickname or how the patient prefers to be addressed.
Birthdate—Type the patient’s birth date in the format MMDDYYYY. The software inserts the slashes.
SSN—Type the patient’s 9-digit Social Security number. The software inserts the dashes.
Provider—Select a provider from the drop-down list.
Note—Enter any notes that you need.
Billing Information section:
Patient is Guarantor—Select if the patient is responsible for paying.
Guarantor—If someone else is responsible for paying, click the ellipsis, and the Guarantor Look-up window is displayed. Select an existing guarantor or add a new one.
Pt Rel—Select the relationship of the patient to the guarantor—child, parent, spouse, or other—from the drop-down list.
Billing Category—Select the billing category from the drop-down list.

Note: The patient ID is generated by the software automatically.

Click Ok. The software checks to see if the data for the new patient matches the data for an existing patient. If it does, a window is displayed listing the matches and providing options.

Adding Detailed Patient Information

When you click Ok after adding the basic patient information, the Patient Data Entry window is displayed.

The Patient Data Entry window has these tabs:

Basic—Use to add contact and insurance information.
Extended—Use to provide employer, school, and emergency contact information.
Billing—Use to provide detailed information about the guarantor and billing setup.

To find a patient using the Patient Search window:

Click the Patients icon on the toolbar. The Patient Search window is displayed.
Enter search criteria and click Find. You can enter partial information. For example, if the patient’s name is Abramnowitz, enter the letter A in the Last, First field, and click Find. The Patient Search window displays every patient whose name begins with A.
Select the patient’s name.
Click Ok.