Patient Wizards - Introduction

The Patient Wizards provide the means to quickly and easily enter new patients or to maintain existing patients. The Wizards guides you through each step of data entry in an organized manner. Wizards also provide the flexibility to skip around among the steps. The table below briefly describes each Patient Wizard.

For additional information, click More.

Patient Wizards
New Patient Wizard	Use the New Patient Wizard to add patients. Tip: To see a list of the steps, click More. New Patient Wizard - Steps Example:
Patient Wizard	Use the Patient Wizard to change existing patients. Tip: To see a list of the steps, click More. Patient Wizard - Steps Example:
Check-In Patient Wizard	Use the Check-In Patient Wizard in Scheduling to check in existing patients for appointments and to update patient information. Tip: To see a list of the steps, click More. Check-In Patient Wizard - Steps Example:
Check-In New Patient Wizard	Use the Check-In New Patient Wizard in Scheduling to check in new patients for appointments and to add the patient information. Tip: To see a list of the steps, click More. Check-In New Patient Wizard - Steps Example:
Register Patient Wizard	Use the Register Patient Wizard in Scheduling to update existing patients who have appointments scheduled. Tip: To see a list of the steps, click More. Register Patient Wizard - Steps Example:
Register New Patient Wizard	Use the Register New Patient Wizard in Scheduling to add new patients who have appointments scheduled. Tip: To see a list of the steps, click More. Register New Patient Wizard - Steps Example:
Patient Guarantor Wizard	Use the Patient Guarantor Wizard to update information for the patient's guarantor. Tips: This Wizard is launched from the Patient Wizards - Guarantor Area. To see a list of the steps, click More. Patient Guarantor Wizard - Steps Example: Tip: The different background color alerts you that this Wizard is launched from another Wizard.
Patient Insurance Wizard	Use the Patient Insurance Wizard to update a patient's insurance data. Tips: This Wizard is launched from the Patient Wizards - Insurances Area. To see a list of the steps, click More. Patient Insurance Wizard - Steps Example: Tip: The different background color alerts you that this Wizard is launched from another Wizard.
Patient Policy Holder Wizard	Use the Patient Policy Holder Wizard to add or update the information about a patient's insurance policy holder. Tips: This Wizard is launched from the Patient Insurance Wizard - Policy Holder Area. To see a list of the steps, click More. Patient Policy Holder Wizard - Steps Example: Tip: The different background color alerts you that this Wizard is launched from another Wizard.