How to Create a New Patient

3 min read

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.

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