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Add Appointment Statuses
Add an Appointment Status From the Scheduling Dashboard, select Scheduling Setup. Select the Statuses tab. Select Add. Status ID. Enter a one or two digit ID. This field cannot be changed after the screen is saved. Enter a Description. Active: Leave ...
Add a Guarantor
Add a New Guarantor from the Patient Dashboard From the Patient Dashboard, the Guarantors () link. On the Guarantor List, select the Add button. Guarantor Panel Entered is defaults to the current date. Patient's Relationship to Guarantor: To select ...
Create/Add Custom Fields
Custom Fields can be added to data entry screens. These fields can be used to track specific data, such as, how a patient heard about your practice. Custom Fields can be added to the following screens Registering a Patient: On the Patient ...
Add a Contact from the Patient Dashboard
On the Patient Dashboard in the Demographic panel, select the Contacts link. Select the Add button. Any changes made on the Modify Contact screen will change the Person's Demographic Record as well. Patient Relationship to Contact: Choose the ...
Add an Appointment
Prevent Creation of Simultaneous Appointments in the Same Slot To prevent Users from creating Appointments in the same slot, the System displays this message: Warning? User XXX is also editing this slot. Add an Appointment to the Calendar Select the ...