PATIENT DEMOGRAPHICS

Searching for a patient

To search for a patient, go to the top, left corner and type the patient's last name, ID number, social security number or date of birth into the input box.
Select the criteria type from the pull down box beside the input box and click patient demographics.

Entering patient demographics for new patients

To enter patient demographics for a new patient, go to the top, left-hand corner of the screen and select new patient.
Type the rest of the patient's personal information like last name, social security number, address, phone, employer and date of birth.
Click on save demographics.

Please click on the following thumbnail for a more detailed picture.

Entering patient insurance

Once you have entered patient demographics and saved them, begin entering in insurance information. There is space for at least three insurances per patient.
Either choose an established insurance type from the drop down list or create your own.
If using the drop down list, continue filling in the insurance blanks and click save patient demographics. Do the same for secondary and tertiary insurance whenever applicable.
If creating a new insurance, click on add new insurer.
Fill in the blanks, choose the correct payer type and hit update.
Click on close in the top right-hand corner of the page.
Go back into the patient's account and select the insurance, which has been added to the drop down list.
Click save patient demographics and review the patient's information to make sure it is correct.

Adding or modifying patient demographics

Once in the patient's health record, click on the demographics link near the top, left-hand side of the page.
Begin filling in the blanks that apply to your patient and click on save demographics.

Editing a patient's demographic information from the appointment scheduler

Each patient appointment has a colored box with appointment and patient information displayed. They also have a button with a folder logo.
Clicking that button will bring up the patient's demographic information, which can be edited from there.

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