Version 14.19
Path: Clinical, Practice Management, or Billing tab > Patient Chart button
Overview
This page instructs searching for a patient prior to creating a new record. This will confirm if the patient is or is not currently in Office Practicum, therefore preventing duplicate records.
Confirm a New Patient Needs to be Registered
- Navigate to the Patient Chart using the path above.
- In the patient search field, enter the patient's name (last name,first name).
- Press Enter on the keyboard or click the Search button . Matching results are displayed.
Note: A more thorough search can be conducted by clicking the Full Search button. This option gives you the ability to search by alternate names, PCP, and patient status.
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A more thorough search can be conducted by clicking the Full Search button. This option gives you the ability to search by alternate names, PCP, and patient status.
- If the patient is found, a patient chart has already been established.
- If no match, click the New Patient button and proceed with registering the new patient.
Version 14.10
Path: Smart Toolbar > Register Button
Overview
This page instructs searching for a patient prior to creating a new record. This will confirm if the patient is or is not currently in Office Practicum, therefore preventing duplicate records.
Confirm a New Patient Needs to be Registered
- Click the Register button .
Patient Register: Register Window
- Enter the patient (last name, first name) in the search window and press enter or click the Search button .
- If the patient name appears select it from the dropdown box.
- If no match, click the New Patient buttonand proceed with registering the new patient.