Add/Register a New Patient (Table of Contents)

• Related Articles

• Add/Register a New Patient

  A new Patient can be registered from: Patient Lookup The Scheduling Dashboard > Patient Registration button The Calendar. The Navigation Search Box (Go-Box) You can determine which fields you want to be mandatory when adding a Patient from Patient ...

• Patient Dashboard Overview

  Patient Dashboard Select the Patients link on the Left Side Menu to navigate to the Find Patient/Guarantor screen. Use the Patient Lookup Filter Criteria to find a patient. Select the Patient ID to navigate to the Patient Dashboard. Register a new ...

• Find Patient/Guarantor/Policy Holder

  To avoid duplicates, you should always search for a patient before Registering a new Patient Patient Search Select Patient on the Left Side Menu. Enter Search Criteria. Select Include Policy Holders/Contacts to search non-patients. ...

• Patient Appointment Panel on the Patient Dashboard

  Patient Appointment Panel The Patient Appointment Panel, by default, only shows a few Appointments. To see all Appointments that have been scheduled for a Patient, select the Plus symbol (+). Once the Panel is expanded, the Appointments are listed in ...

• Statements/Invoices Overview

  Statements/Invoices Overview Statement and Invoice Profiles must be set up before Statements can be sent. Statements and Invoices must be set up separately. Both require Proofs to be approved. Statement Profiles Setup Statement/Invoice Test Batch and ...