Creating a New Patient Account
Patient demographic and insurance information is managed within the patient data window. This window is found by clicking “Patient Data” on the home screen or at the top of any open window.
Adding New Patient Demographics
- Click the button “New Patient” at the top of the screen
- In the pop-up window, enter the patients first and last name (NOTE: A username, password, and account ID will automatically be generated)
- Click “Save” in the pop-up window to save and exit
- Click on the patient’s name and click the button “Edit Patient”.
- Enter the remaining demographic information in the appropriate fields.
- Click “Update” at the bottom to save information