Register New Patient Wizard

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 Register New Patient Wizard to quickly and easily add a new patient during Scheduling. This Wizard is applicable for adding new patients who already have appointments booked, but are not yet officially added to the system and do not yet have assigned Account Numbers. 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 Register New Patient Wizard.

For additional information, click More.

Directions:

To see directions for...

Opening the Register New Patient Wizard, click More.
1. Open Scheduling.
2. In the Scheduling Parameters Panel, specify the settings for the Appointment Book Area.
3. In the Appointment Book Area, click to highlight the reserved appointment for the new patient.
  Tips:
4. It is possible to make appointments to patients that have not yet been added to the system. You can identify these appointments for the new patients (who do not yet have Account Numbers) by the word NEW in the Appointment Type column of the Appointment Book Area.
5. To see directions for scheduling an appointment for a new patient (who has not Account Number), see the Scheduling Window - Appointment Book Area.
6. If you highlight an existing patient that already has an Account Number, you will see the Check-In Patient Wizard, instead.
7. To display the Scheduling Shortcut Menu, right-click the highlighted appointment.
8. Click Register from the shortcut menu.
Register New 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.
IMPORTANT: To avoid losing data, the wizard automatically saves your data when you click Finish .
1. Open the Register New Patient Wizard.
2. At the Choose Patient step, enter the Patient Account Number for the new patient or click Assign Number to automatically assign the next available Account Number.
3. To advance to the next step, simply press [ENTER].
  Tip: For more information about moving around in the Wizard, see Wizard - Navigation.
4. To position the pointer to the information that you want to enter, press [TAB] or click the field using the mouse.
5. Enter the data changes.
1. To finish entry and save the changes, click Finish , or press [ENTER].
  Keyboard shortcut: [ALT + s]
Editing an existing Patient, click More.

Note: This Wizard is only for creating new patients. To maintain existing patients, use the Register Patient Wizard or the Check-In Patient Wizard.
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:

Field Details by Step
Choose Patient	Contains the Patient Account Number.
SSN Validation	Contains the Social Security Number to confirm that you are entering a patient that does not already exist.
Demographics	Contains the patient's name, address, marital status and other demographic information.
Additional Contact	Contains patient contact information such as the cell phone number, fax, email, and a contact person.
Additional Information	Contains additional patient information such as the employment status, student status, consent code and organ donor code.
Balance Information Comments	Contains three user-defined comments fields.
Patient Diagnosis	Contains up to three diagnosis codes for the patient.
Workers' Compensation	Contains disability and status information for patients with Workers' Compensation claims.
Workers' Comp. - User Defined	Contains fields defined by the Workers' Compensation Control Record. There are three date fields and eight alphanumeric fields that you can tailor to your practice's needs.
Remarks	Contains patient-specific remarks used for billing purposes.
Referral/Physician	Contains the patient's Provider and Referral Codes, if applicable.
Guarantor	Contains information about who is financially responsible for the patient's account. Launches the Patient Guarantor Wizard.
Employer Information	Contains employer information for the patient, which is needed if the patient has a workers' compensation related illness or injury.
Insurances	Contains the list of assigned insurances for the patient. Launches the Patient Insurance Wizard.
Remove/Review Patient Images	Allows you to view or remove existing images from the patient, such as scanned medical cards or the patient's photo ID.
Add Patient Images	Allows you to add images, such as scanned medical cards or the patient's photo ID, to the patient record.