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Patient Wizards - Additional Contact Area

Use the Additional Contact Area to 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.  The table following the window example describes the Additional Contacts Area for the Patient Wizards.

Tips:

Directions:

To display the Data Entry Area for the Additional Contact step:

  1. Follow the opening instructions for the appropriate Patient Wizard.

  2. Check-In New Patient Wizard

  3. Check-In Patient Wizard

  4. Patient Wizard

  5. New Patient Wizard

  6. Patient Guarantor Wizard

  7. Patient Policy Holder Wizard

  8. Register Patient Wizard

  9. Register New Patient Wizard

  1. Navigate to the Additional Contact step.

 

Patient Wizards - Additional Contact Area Example:

 

Patient Wizards - Additional Contact Area Prompts

Tip:  To see more information about a field, click the hyperlink for that field name.

Patient Email

Enter an email address for this patient, if applicable. (up to 55 characters)

Alternate Email

Enter an Alternate Email Address for this patient, if applicable. (up to 55 characters)

Cell Phone

Enter the patient's Cell Phone Number, if applicable. [up to 10 characters, dashes (-) not necessary]

Alternate Phone

Enter an alternate Phone Number where the patient can be reached, if applicable. [up to 10 characters, dashes (-) not necessary]

Fax

Enter the patient's Fax Number, if applicable. [up to 10 characters, dashes (-) not necessary]

Email Opt-Out?

Leave blank.  This field is reserved for future use.

Contact Person

Enter the name of the person to contact regarding the patient. (up to 55 characters)

Contact's Relation

Enter the relationship of the contact person to the patient. (up to 20 characters)

Contact Phone

Enter the Phone Number of the contact person for this patient, if applicable. [up to 10 characters, dashes (-) not necessary]

Contact Email

Enter the email address of the contact person, if applicable. (up to 55 characters)

Schedule Provider

Enter a valid Scheduling Provider Code, if applicable.  The Scheduling Provider Name displays for your reference. (up to 4 characters, defined during Scheduling Provider Maintenance)

Notes:  

  • The Scheduling Provider Code is a separate code from the Provider Code.

  • To search for a Scheduling Provider Code, click Search or press [CTRL + f].

  • To create a new Scheduling Provider Code, click Fast Access File Maintenance or press [CTRL + o].

To display the previous step, click Back.

Keyboard shortcut:  [ALT + b]

To display the next step, click Next or press [ENTER].

Keyboard shortcut:  [ALT + n]

To validate and save the data for all of the Wizard steps, click Finish.  The Wizard window closes when the save is complete.

Keyboard shortcut:  [ALT + s]

To close the Wizard without validating or saving the data, click Close.

Other Patient Wizard Steps