Adding new patients

Patient files are organized by family. When you add new patients, you must first enter the guarantor, even if that person is not a patient. After entering the guarantor, you can add family members.

Tips:

·        Hyphens, spaces, or slashes are added automatically to dates, phone numbers, and Social Security numbers. Additionally, patient names, cities, and street names are capitalized automatically after you enter them. If a name contains more than one capital (McKay, for example), you must enter the proper capitalization manually.

·        You cannot use a patient's Social Security number for another patient. If you receive an error indicating that a patient's Social Security number is invalid, and you entered the number correctly, use the by SS# option in the Select Patient dialog box to find the patient with the duplicate number and make any corrections. If you need to enter a patient twice for insurance or other reasons, leave the SS# field empty on the inactive account.

·        A database of cities and their corresponding ZIP Codes is compiled each time you enter a new patient. As a result, the first time you enter a ZIP Code, you are prompted to enter a corresponding city. The next time you enter that ZIP Code for a patient, the city and state appropriate to that ZIP Code are filled in automatically. As you enter more patients, you are required to enter the city and state less often.

·        By default, the guarantor's address is used for each family member that you add to this family.

To add a new patient

1.   In the Patient Banner, click the Create New Patient icon, and then click New Family.

The Add New Patient dialog box appears.

2.   You must add the following information for the new patient:

·        Primary provider – Do one of the following:

·        Type the first few letters of the primary provider's name, and then select the provider from the list.

·        Click the Advanced Search icon to open the Select Provider dialog box.

·        First Name and Last Name – Type the patient's first and last names. If desired, you may also type the patient's middle initial (MI).

3.   (Optional) Type or select the following information in the appropriate text boxes or lists respectively:

·        Family Position – Select one of the following options: Single, Married, Child, Other.

·        Office Relationship – Select the patient's relationship to your practice from the list (Patient, Non-Patient, or Inactive).

·        Birthdate – Type the patient's birth date or click the calendar button, and then select the birth date from the calendar. The patient's age is computed automatically.

·        Gender – Select the patient's gender from the list.

·        Street Address – Type the patient's street address.

·        Social Security Number – Type the patient's Social Security number.

·        Driver's License Number – Type the patient's driver's license number.

·        City, State, ZIP – Type the patient's ZIP Code, and then select the City, State, and ZIP code from the list, or click the add button to add a new city and ZIP code.

·        Chart Number – By default chart numbers are generated automatically. To set chart numbers manually, click the slider, and then type the chart number you want.

·        Email – Type the patient's email address.

Note: To set the patient's email address as the preferred contact option, click the Star icon.

·        Mobile – Type the patient's mobile phone number.

Note: To set the patient's telephone number as the preferred contact option, click the Star icon. To add the patient's other phone numbers, click the Telephone Receiver icon.

·        Phone Calls – To change the default setting from Accepted to Do not contact, click the slider.

4.   Add the patient's Primary Dental Insurance.

5.   Do one of the following:

·        Save – Click to save the patient's information.

·        Save & Create Appointment – Click to save the patient's information and create an initial appointment.