How to add patients that arrived at the office or center, in the Workflow screen?

Option #1: Auto Registration
  • To use the self-registration, the office or center must have a computer ready with the EHRez self-registration program. 

Option #2: Workflow
  • Go to the Workflow screen.
  • Select the Arrivals tab.


  • Then, press the Add Arrival button. 


  • The following screen will be displayed:


  • Search and select the patient in the Search Patient section. 
Note: In those cases, where the patient is new, select the New Patient checkbox, fill in the fields and press the Ok button. 


  • Automatically, the fields Name, Gender, DOB, Phone. No. 


  • Select the reason for the visit and then press the Save button. Note: The reason for visit field is required. 


  • The following screen will be displayed to confirm the patient's date of birth. For this screen to be displayed, the disabled workflow location auto pop checkbox in the Settings/ General/ General screen must not be selected.


  • The patient will automatically go to the Arrivals section. 


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