Quick Bar: Overview---Demographics---Insurance---Credit_Messages---Balance_Detail---Workers'_Compensation---Patient_Specifics---Referral_Authorization---Recall_Logging---Appointments_List

Patient Entry - Overview

Use Patient Entry to view and maintain patient information including their guarantor information, insurance information, diagnoses, balances, credit messages, workers' compensation information, referrals and appointments, if applicable.

Tips:

Another method for maintaining the patient information is the Patient Wizard. For more information about the two programs, see the topic, Comparison of Patient Entry and the Patient Wizard.
For more information about working with data in fields, see Data Entry Guidelines.

Directions:

To see directions for...

Opening Patient Entry, click additional information.
- Click the Patient Entry button on the INSight Toolbar.
- Or, click Demographics from the Menu Tree in the Side Panel.
Creating a new patient, click additional information.
Note: You can not use Patient Entry to create a new patient. You must use the Patient Wizard.

To create a new patient, follow the steps below to start the Patient Wizard:
1. To indicate this is a new patient, enter blank or N in the Account Number field and click Patient Load , or press [ENTER].
  
  Tips:
  - INSight assigns and displays the next available Account Number for your reference.
  - For more information about entering the patient's Account Number, see Tips for Entering the Patient Account Number.
2. Enter the required fields in the Patient Wizard windows.
Editing an existing patient, click additional information.
1. To display the record to be changed, enter the Patient Account Number and click Patient Load , or press [ENTER].
  
  Tips:
2. If you do not know the Patient Account Number, you can click Search to see a list of patients.
  Keyboard shortcut: [ALT] [f] [r]
3. If an Account Access Password was entered for the Patient, you must enter the password at the following prompt and click OK:
  
  For more information about entering the patient's Account Number, see Tips for Entering the Patient Account Number.
1. To position the pointer to the information that you want to change, press [TAB] or click the field using the mouse.
2. Enter the data changes.
3. To complete the edit process, click Save or press [ENTER].
  Keyboard shortcut: [ALT] [f] [s]
Tip: You can also use the Patient Wizard to edit the patient information.
Deleting a patient, click additional information.

To preserve patient history, you are not allowed to delete patient records.
Understanding the field values for the following areas, click the section name in the table below:

Patient Entry Windows
Side Panel	View basic patient information and use controls for Patient Entry tasks.
Demographics	View and maintain patient demographics and patient account guarantor information.
Insurances	View and maintain the patient's insurance information.
Credit Messages	View credit message history and patient statement history.
Balance Detail	View and maintain patient balance information as well as dates and other statistical information.
Workers' Compensation	View and maintain workers' compensation information for the patient, including disability dates and additional contact information.
Specifics	View and maintain user-defined fields.
Referral Authorization	View and maintain referral information for the patient.
Recall Logging	View appointments for the patient and maintain appointment and recall logging for the patient.
Appointments List	View a list of scheduled appointments and the cancelled appointments for the patient.