Register

Articles

Confirm a New Patient Needs to be Registered
This page instructs searching for a patient prior to creating a new record. This will confirm the patient is or is not currently in Office Practicum therefore preventing duplicate records.
Register a New Patient
Follow the instructions below to register a new patient. This step should be done only after first confirming a patient needs to be registered.
Copy a Sibling's Register Record
This page will instruct you on how to copy a sibling's register record to another sibling.
Change Family Address
This will show you how to update the patient's address.
Adding Contacts to a Patient's Register Record
Contacts are entered into a patient's register to keep record of who is responsible for the patient.
Merging Contacts
This will teach you to merge contacts.
Making an Insurance Record Inactive
This page will instruct you on how to make an insurance record inactive.
Modifying a Patient Insurance Record
This page will instruct on how to edit a patient's insurance record.
Create a New Insurance Record
In this section you will find instructions on adding an insurance to the patient record.
Statement Method Options
Version 14.19 Note : In order for the guarantor's name to appear in this dropdown, he or she must first be added as a Contact in the patient's Register. Follow the instructions to enter the guarantor as a contact by clicking h...
Validation Feature
This page will instruct you on how to validate insurance and troubleshoot validation errors.
Copying Insurance Information From a Family Member
This page will instruct you on how to copy a sibling's insurance record.
Print from Patient Register
This will teach you to print from the patient register.
Adding Misc. Notes
This page will instruct you on how to add a Miscellaneous Note.
Adding a Clinical Contact
This page will instruct you on viewing and adding a Patient's Coordination of Care.
Linking Families in OP
This will teach you how to link families in OP 14.
Merging Duplicate Patient Charts
In the event that a patient is registered twice in OP and has two charts, users can 'Merge' the charts after deciding which Chart contains the most valuable information.
Create a Wait List
Version 14.19 Overview Your practice may wish to create a wait list. The wait list can be used to locate patients needing an earlier appointment or patients waiting to join the practice. Below are options for each scenario you may consider. Be s...
Specify a Patient's Gender Identity
Version 14.19 Overview A patient's gender identity, when provided, should be recorded in the Basic Information ( Demographics ) of their patient chart. This is not a mandatory field and defaults to Unknown .  It should only be po...
Specify a Patient's Sexual Orientation
Version 14.19 Overview A patient's sexual orientation, when provided, should be recorded in the Basic Information ( Demographics ) of their patient chart. This is not a mandatory field and defaults to Unknown . It should only be popul...
Specify a Patient's Ethnicity Details
Version 14.19 Overview A patient's ethnicity details, when provided, should be recorded in the Basic Information ( Demographics ) of their patient chart. The details provided here are intended to provide details of a patient's Hispanic...
Specify a Patient's Race Details
Version 14.19 Overview A patient's race details, when provided, should be recorded in the Basic Information ( Demographics ) of their patient chart. The details provided here are intended to provide details of a patient's racial origin...
Validation Errors
Overview The following tables contain common errors that a user may see when validating insurance. You will notice there are multiple codes that relate to the same essential problems. That is because different payers choose different ways of descri...