Setting Up Patient Information > Adding a New Patient

Adding General Patient Information

To add general information about a new patient:

1. On the WinOMS toolbar, click . The Patient Search window is displayed.

2. Click New. The New Patient Setup window is displayed.

3. In the fields provided, type the following information: prefix, first name, middle initial, last name, suffix, and nickname.

4. In the fields provided, type the birth date and Social Security number.

5. From the Provider drop-down list, select a provider.

6. In the Billing Information section, select one of the following:

• Patient is GuarantorDesignates that the patient is responsible for paying the bills. If selected, go to step 8.

• GuarantorDesignates that another person or a company is responsible for paying the bills. Search for or enter the name of the person paying the bills.

7. In the Pt Rel field, enter the relationship of the patient to the guarantor.

8. Select a Billing Category from the drop-down list.

9. Click Ok. The Patient Data Entry window is displayed, showing the Basic tab.

10. The software checks to see if the patient data matches existing data. If so, a window is displayed, listing the matches and providing additional options.

Related Topics

Adding Detailed Patient Information

Adding a Portrait

Changing Patient Information

Deleting Patient Records