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Adding a New Patient

Last modified by Bailee DeBord on 2024/04/18 21:59

This article describes where in the system you can go to add a new patient and the nature of the demographic information you’ll enter as part of the process.

You can add new patients from any area of the application where the Search Patients search box is present.

A common place to add a new patient is from the Patient Roster.

1. Navigate to Patients.

2. Select Add New Patient

select add new patient

3. Enter the patient’s demographics.

add the demographic information

Hint! Quickly add a new patient by filling out the Basic Information section only.

4. Add Additional Information if you have it.

add additional information

5. Include information about the referral source if you have it.

add the referral source

6. Add the patient’s Contact Information.

add contact information

Note: Some payers require 9-digit zip codes when submitting electronic claims, so you may want to get into the practice of adding these for all patients.

7. If the patient is not new to your practice and you do not want them to be included in your new patient statistics, toggle the Previous Patient slider to the On position.

indicate previous patient

8. Click SAVE.