There are several options for creating a new patient record.


Option #1

  • Select the Patients button in the Main Menu.


  • The following screen will be displayed: 


  • Click the Add button located at the top of the screen.


  • Enter the patient's demographic information. All required fields are marked with a red asterisk. (*).
    • The required fields are: 
      • Name
      • Gender
      • Race
      • Ethnicity
      • Civil Status
      • DOB
      • Birth Sex 

      • Mobile

      • Physical Address 

      • Primary Language

  • After registering the patient's demographic information, the user can upload a profile or ID picture in the Pictures section, which is located on the right side of the screen.

  • To verify a patient's eligibility, click on the Insurance tab located on the right side of the screen.


  • The section will be displayed to register the patient's insurance information. 


  • After registering the patient's insurance information, click the Eligibility button.


  • After registering all the patient's information, click the Save button to generate a patient record number.


Option #2

  • Click on the QuickLinks text, located at the top right of the screen, in the main menu.
  • Choose the Patients option.


  • The following screen will be displayed: 


  • Click the Add button located at the top of the screen.


  • Enter the patient's demographic information. All required fields are marked with a red asterisk. (*).
    • The required fields are: 
      • Name
      • Gender
      • Race
      • Ethnicity
      • Civil Status
      • DOB
      • Birth Sex 

      • Mobile

      • Physical Address 

      • Primary Language

  • After registering the patient's demographic information, the user can upload a profile or ID picture in the Pictures section, which is located on the right side of the screen.

  • To verify a patient's eligibility, click on the Insurance tab located on the right side of the screen.


  • The section will be displayed to register the patient's insurance information. 


  • After registering the patient's insurance information, click the Eligibility button.


  • After registering all the patient's information, click the Save button to generate a patient record number.


Option #3

  • Navigate to the Appointments screen.
  • Choose the new patient from the calendar.


  • After selection, the user has two options for record creation. They can click on the Patient Details button, which is situated on the right side of the screen.


  • Alternatively, press the Information button located in front of the patient's name and choose the Create Rec option.


  • In either scenario, the subsequent screen will appear:


  • Choose the patient's gender and date of birth. Next, check the box labeled Go to patient details.


  • Click on the Save button.

  • Subsequently, the screen below will be displayed:

  • Enter the patient's demographic information. All required fields are marked with a red asterisk. (*).
    • The required fields are: 
      • Name
      • Gender
      • Race
      • Ethnicity
      • Civil Status
      • DOB
      • Birth Sex 

      • Mobile

      • Physical Address 

      • Primary Language

  • After registering the patient's demographic information, the user can upload a profile or ID picture in the Pictures section, which is located on the right side of the screen.

  • To verify a patient's eligibility, click on the Insurance tab located on the right side of the screen.


  • The section will be displayed to register the patient's insurance information. 


  • After registering the patient's insurance information, click the Eligibility button.


  • After registering all the patient's information, click the Save button to generate a patient record number.


  • Enter the patients demographic information. All required fields are identified with a red asterisk (*).

    • The required fields are: 
      • Name
      • Gender
      • Race
      • Ethnicity
      • Civil Status
      • DOB
      • Birth Sex 

      • Mobile

      • Physical Address 

      • Primary Language

    • Once the patients demographic information has been registered, user can add a profile or id picture, in the Pictures section, located at the right side of screen. 


  • If patient has a medial plan, click on the Insurance link, located at the right side of screen. The section will be displayed, in order to register the patients insurance information.

  • To check patients eligibility, press the Insurance tab, located at the right side of screen. 
  • The following screen will be displayed, in order to add the patient's insurance information. 
  • Once the patient's insurance information is registered, click on the Eligibility button.
  • Once all patient's information is registered, click on the Save button. This will create a patient record number. 



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