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Patient Defaults


Entering Patients – Patient Defaults



Defaults: This information pulls directly from the Default section in General Settings – Administration, Defaults or can be entered for each patient individually. We recommend that you complete the default section of General Settings to speed up your data entry.

Patient Details: You can enter an account number or allow the system to generate one for you. Enter the SS# is desired for look up on the main screen of PerfectByte.

NOTE: Since the SS# is not always the insurance policy number you will need to enter the policy information in the insurance section.

Patient Status: Enter the patient status or set all new entries to a specific status under General Settings, Administration, Defaults.