Patient Wizard - Overview

Quick Bar: Overviews (More)---Patient---SSN_Validation---Choose_Appointment---Demographics---Contacts---Info---Comments---Diagnosis---Workers'_Comp---Workers' Comp_User-Defns---Remarks---Referral/Phys---Guarantor---Employer---Insurances---Remove_Images---Add_Images---Print_Forms

Use the Patient Wizard to quickly and easily maintain existing patient information, or in some cases to add new patients. The Wizard guides you through each step of data entry in an organized manner. It also provides the flexibility to skip around among the steps. The table below describes each step for the Patient Wizard.

For additional information, click More.

Directions:

To see directions for...

Opening the Patient Wizard, click More.
1. To display the Menu Tree, click Patient Entry on the Menu Bar.
2. Load the patient (optional *):
1. To launch the patient Search, enter the patient's full or partial last name in the Patient Account Number and press [ENTER].
  
  Tip: For more information about entering the Account Number, see Tips for Entering the Patient Account Number.
2. In the Search list, double-click the appropriate line to select the patient.
1. In the Wizard Control Menu within the Side Panel, click the plus sign (+) to open the Edit level.
1. Click Patient.
* Tip: If you do not load the patient, you can enter it at the Choose Patient step.

Patient Wizard Example:

Tip: To see an explanation of an area, the cursor becomes a hand when you position the cursor over the area. Click once to display the associated topic.
Creating a new Patient, click More.

Note: This Wizard is only for editing existing patients. To create new patients, use the New Patient Wizard.
Editing an existing Patient, click More.
IMPORTANT: To avoid losing data, the wizard automatically saves your data when you click Finish .
1. To load the Account Number, in the Patient Reference Panel enter the Account Number (optional).
  Tip: For more information about entering the Account Number, see the Tips for Entering the Patient Account Number.
1. At the Wizard Control Menu, click the plus sign (+) to open the Edit level.
2. Click Patient.
3. If the Account Number is loaded, the Wizard automatically advances to the Demographics step.
  Tip: Confirm the patient's name in the Inquiry Area in the right pane. If you want to work with a different Patient Account Number, click Choose Patient in the Steps Area, and then enter the new Account Number.
  
  Or, If the Account Number is not loaded, you will be prompted to enter it at the Choose Patient step.
4. To position the pointer to the information that you want to change, press [TAB] or click the field using the mouse.
5. Enter the data changes.
6. If there are any other steps requiring changes, navigate to the proper step.
1. To finish entry and save the changes, click Finish , or press [ENTER].
  Keyboard shortcut: [ALT + s]
Deleting an existing Patient, click More.

Note: 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 Wizard - Data Entry Areas for Each Step
Choose Patient Area	Enter the Patient Account Number. Tip: This step is sometimes handled automatically by the Wizard.
Demographics Area	Enter the patient's name, address, marital status and other demographic information.
Additional Contact Area	Enter patient contact information beyond that available in the Demographics Area. Additional contact information includes information such as the cell phone number, fax, email, and a contact person.
Additional Information Area	Enter patient information such as employment status, student status, consent code and organ donor code.
Comments Area	Enter miscellaneous comments about the patient. The comments field titles are user-defined, providing flexibility for your office.
Diagnosis Area	Enter up to three diagnosis codes for the patient.
Workers' Compensation Area	Enter disability and status information for patients with Workers' Compensation claims.
Workers' Comp. - User Defined Area	Maintain fields that you can set up at the Workers' Compensation Control Record. There are three date fields and eight alphanumeric fields that you can tailor to your practice's needs
Remarks Area	Maintain patient-specific remarks used for billing purposes.
Referral/Physician Area	Maintain the patient's Provider and Referral Codes, if applicable.
Guarantor Area	Maintain information about who is financially responsible for the patient's account. The guarantor is the person responsible for the patient's account, and may or may not be the patient. Generally, the guarantor is the holder of the insurance policy and receives the private statements. Tip: You can launch the Patient Guarantor Wizard from here.
Employer Information Area	Maintain employer information for the patient. This information is needed if the patient has a workers' compensation related illness or injury. Tip: The employer's phone number entered here displays as the Work Phone in several locations.
Insurances Area	View the list of up to six assigned insurances for the patient. Tip: From here, you can enter insurance information by launching the Patient Insurance Wizard.
Remove/Review Patient Images Area	View or remove images from the patient's record, including scanned medical cards or the patient's photo ID.
Add Patient Images Area	Add images, such as scanned medical cards or the patient's photo ID, to the patient record.