Create a New Patient #

• Select a desired Location.
• Click on the “Add Patient” Icon located in the top navigation menu.
• This action will open up the patient form for data entry i.e., Patient > Demographics.

Demographics #

• Provide all the required information in the form.
• Enter all the mandatory fields like Title, Gender, First Name, Last Name, DOB, and a Preferred Contact Number from Mobile, Home, or Office.
• Click on the Save button.

 

• Now, Additional Information about the Patient can be added.
• Add a PCP from the dropdown menu.
• Add one or more Locations from the dropdown menu of checkboxes, if needed.
• Click on the Add button of the Pharmacies to add a Pharmacy.

 

• A popup of Pharmacies will be opened.
• Frequently Used Pharmacies will be listed.
• Click on the + (Add) icon to Set the Preferred Pharmacy of the patient.

 

• Patient Preferred Pharmacy will be added.
• A Pharmacy can also be searched by Name, Address, Zip, City, State, or Phone.
• Close the popup.

 

• Click on the + Icon to add Memo Notes.

 

• A popup to Create Memo will be opened.
• Select a (template) from the given ones.
• Title and Notes will be added, which can be edited as needed.
• Select a User Group from the dropdown.
• Select a Watcher from the dropdown.
• Select a Due date.
• Select the (checkboxes).
• Select a (Status) from the radio buttons.
• Select Portal User from the dropdown. In case patient have a active patient portal account then we will show the account in dropdown.
• Click on the Save button.

 

• Now click on the Save button to save all details against the patient.

 

Add Responsible Party against Patient #

• Go to the Responsible Party tab.
• Click on the Add button.

 

• Select a radio button to add an Existing or New Responsible Party.
• Provide all the required information.
• Click on the Save button.

 

Add Insurance against Patient #

Primary Insurance #

• Go to the Insurance tab.
• Click on the Edit icon of the Insurance to add a Primary Insurance.

 

• Select a Primary Source of Payment from the radio buttons.
• Provide the required details like Insurance Carrier, Responsible Party, and Referring Provider.
• Select a Subscriber’s Relationship and provide the required information.
• Provide Eligibility & Benefits details like Copay etc.
• Select a checkbox from Employment, O. Accident, or A. Accident as needed and provide the details.
• Click on the Update button.
• Primary Insurance will be added.

 

Secondary Insurance #

• Now, to add another insurance, called Secondary Insurance, click on the Add Ins button.

 

• Select a Primary Source of Payment.
• Provide all the required information as above.
• Click on the Save button.
• Secondary Insurance will be added.

 

Tertiary Insurance #

• Now, to add a third insurance, called Tertiary Insurance, click on the Add Ins button.

 

• Select a Primary Source of Payment.
• Provide all the required information as above.
• Click on the Save button.
• Tertiary Insurance will be added.

 

• Primary, Secondary, and Tertiary Insurances added are shown below, respectively.

 

Add Referral against the Patient #

• Go to Patient > Referral
• Click on the Add button.

 

• A Referral form will be opened.
• Provide the required information as shown in the image.
• Click on the Save button.