Adding a New Patient

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

3. Enter the patient’s demographics.

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

4. Add Additional Information if you have it.

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

6. Add the patient’s 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.

8. Click SAVE.