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Overview – Patient Information

 

 

Entering patients is simple once you have established your default settings in the My Settings and General Settings.

With patients entered you can sort them by Name, Account#, Social Security#, Primary Billing Party or Nickname on the main screen using the tabs above the name list. Just start typing for easy look up; you will see what you are typing appear in the blue center area on the main screen in green.

 

TIP: You can tab to advance from field to field, point and click with your mouse or use a combination of alt and the ( _ ) letter to select options. [I.e. alt and A will take you to Add Patient.]