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Confirm a New Patient Needs to be Registered

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

  1. Navigate to the Patient Chart using the path above.
  2. In the patient search field, enter the patient's name (last name,first name).
  3. Press Enter on the keyboard or click the Search button . Matching results are displayed.

NoteA 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.

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

  1. Click the Register button .

Patient Register: Register Window

  1. Enter the patient (last name, first name) in the search window and press enter or click the Search button .
  2. If the patient name appears select it from the dropdown box.
  3. If no match, click the New Patient buttonand proceed with registering the new patient.