Quick Start: Patient Demographic Entry
This Quick Start takes you through adding a new patient and basic demographics. For more details on how to select or enter special information please refer to the complete chapter!

Before proceeding the following databases need to have data:

• PhoneBook-Facility
• PhoneBook-providers
• Insurances
• Procedures
  

Starting a New Patient

• Click New Patient Record from either the Main Menu of Patients or from any of its screens and confirm your action at the dialog
• Enter the new patient’s complete First, MI and Last and click Continue!
• If there is a possible duplicate patient you get the Duplicate Warning Screen. If none of these patient’s match the one you are entering click Continue located on the bottom right of the screen .
• If there are no possible matches a new patient record will be created, a unique Patient ID calculated and a Chart number assigned!
• The fields in the Patient Name section should be completed without any special characters or “carriage returns”.
• In the Demographics section enter the DOB using “/”s (i.e. 8/22/55) and complete any many fields as possible. The Age will be calculated for you.
• In Status make your selection from the pop-up list if the patient is not "Active".
• When he enter the SocSecNo there is no need to add the dashes as they will be added for you.
• In the Communications section enter as many phone numbers as needed. You can leave off the area code and the dashes as the software will add them for you.
• If this patient was referred by a non-patient source, you as enter it in the Refer by... field. There is an associated pop-up list and Edit feature.
• If a current patient referred this patient, you can enter that person's Patient ID for later reference.
• In Facility, Providers there are several important fields.
• Facility is the place this patient is usually seen at
• The Office Doctor is for doctor under whom all billings will be done.
• The Examiner is the person or entity this patient is served by.
• Primary Doc is for this patient’s family doctor.
• The Referring Doc is the physician who specifically sent in the patient for consultation.
• The Other Doc can be any other provider involved with  this patient.

• Employer or Student has fields that should be completed if required for claim processing.
• In Diagnoses you can select or enter unlimited diagnosis records. You can set the diagnosis priority in the # field, with "99" being listed, non used or old diagnosis.
• In Notes the yellow section can stores 64,000 characters, while the pink section is for a pop-up reminder.
  

  last update 8/10/2004