Add/Register a New Patient (Table of Contents)
Patients can be added to the System from Patient Lookup, the Scheduling Dashboard > Patient Registration button, and from the Calendar.
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Add a New Patient (Table of Contents)
Contents Add/Register a New Patient Overview Add/Register a New Patient Add/Register a New Patient on the Calendar Preferred Names
Add/Register a New Patient
A new Patient can be registered from: Patient Lookup The Scheduling Dashboard > Patient Registration button The Calendar. You can determine which fields you want to be mandatory when adding a Patient from Patient Lookup and from the Calendar. A Quick ...
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 Setup for Invoice Billing System Setting for Invoices ...
Add/Modify Insurances in the Insurance Library
When adding Payers to the Insurance Library, the System automatically creates numeric Insurance IDs unless you have elected to create your own. Create Your Own Insurance IDs Go to Admin > System Settings > General > INSAUTOASSIGN > NO. For example: ...
Add a Contact/Emergency Contact (Table of Contents)
Contents Add a Contact/Emergency Contact Overview Add a Contact during Patient Registration Add a Contact from the Patient Dashboard Edit a Contact