Steps to Add a Patient
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Click Registration on the main menu.
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Click New Patient.
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Type in the patient first and last name.
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Type in date of birth.
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Select a gender.
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Enter or select any other information.
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To select a referring physician, select Referring Provider and then select the referring physician name.
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Click Save.
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Add Insurance details by clicking on Payer details tab at the top of the screen.
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Select Primary Insurance Order.
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Select the Payer from the drop-down menu.
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Add policy number and Group Number (if applicable).
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Enter the guarantor details. If the guarantor is SELF click self else the guarantor details and relationship of the patient with the guarantor.
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Select a Case Name.
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Enter all other required fields.
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Click Save and you are done.
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You can also use Save cards with AI to automate this process, for this you will need the back and front side photo of the Insurance card.