ENTERING A NEW PATIENT

ADDING A NEW PATIENT:

B) PATIENTS/ Demographic Tab

a) Enter the Address, Zip*, City, State, Cell number, and Email address in the fields provided. If the patient is represented by a Lawyer, enter the name in the field provided.

b) Enter date of birth, sex, social security number.

c) Guarantor: If the guarantor is someone other than the patient, select ‘Yes’ and fill in the fields provided.

ZIP CODE DATA BASE
Type in a Zip code in the field provided, hit the ‘Tab’ button, and the matching city and state will automatically fill in.

Some zip codes will have more than one city and editing may be required (click the browse button ( ) and select the city you want. Next time the same zip code is entered, the city and state will default to the one you selected.

Previous Page (Creating Patient Groups)
 

III. PATIENT RECORDS ...............19 - 27

20). PATIENT GROUPS
21). DEMOGRAPHIC TAB
22). INSURANCE TAB
23). FILES TAB
24). CLOSED CLAIMS TAB
25). DEFAULTS TAB
26). SORTING PATIENT DATA
27). FINDING PATIENTS

 

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Adding Patient's Insurance Data!