Patient Account Number Area Prompts

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

Account

To work with an existing patient, enter the Patient Account Number.  To create a new patient, enter blank or N.  (up to 6 characters, blank, N)

Required

Tips:

• To search for a patient account, click Search on the Button Bar.  From the Search list you can select the desired patient account.

• For more information about entering the Account Number, see Tips for Entering the Patient Account Number.

To load the patient account information, click Patient Load or press [ENTER].

Note:  If the Patient Account Number is blank or N, clicking Patient Load launches the Patient Wizard for entering a new patient.

Warnings:

If you enter an invalid Patient Account Number during Patient Entry, the following message displays on the Status Bar:

If you enter an invalid Patient Account Number during Scheduling, the following message displays on the Status Bar:

Billing Information Displayed

Tip:  The following information displays when you are in a window for Patient Entry, Inquires, Charge Entry, or Payment Entry.

Patient Demographics

Displays the following patient information for your reference:

• First Name

• Last Name

• Home Phone

• Work Phone

• Date of Birth

• Patient Address

• Patient Social Security Number

• Patient Date of Birth (DOB)

Scheduling Information Displayed

Tip:  The following information displays when you are in the Scheduling Window.

Patient Demographics

Displays the following patient information for your reference:

• First Name

• Last Name

• Home Phone

• Work Phone

• Date of Birth

• Last Payment Date

• Patient's Insurance 1, Insurance 2, & Insurance 3

• Patient Balance

• Insurance Balance

• Other Balance

• Remarks

• Patient's Provider Code

• Number of Missed Appointments

To open the Patient Appointments Window, click Appts.

Keyboard shortcut:  [ALT + a]

To search for a referral authorization for the patient, click Ref Auth.

Keyboard shortcut:  [ALT + r]

Notes:  

• For directions to search, see the Patient Referral Authorization Search Window.

• If referrals do not exist for the patient, the following message on the Status Bar alerts you:
  

• If referrals exist for the patient, but the above message displays, please contact NDS Technical Support for help.