Adding a New Patient

Click on #1 Front Desk (or at the prompt type 1 –enter)

It will verify user: hit enter on keyboard or click on √

At this screen hit enter or click on “+ ADD”

This window will come up: click on Yes

At this window you will be asked which doctor is this patient for: enter doctor number

Enter through remaining boxes or click the √

This screen will appear: enter patient demographics, benefits, etc.

Add insurance information & scan insurance card(s)

At this screen you click done if they only have one insurance or click add policy and another insurance screen will show up and you will add the 2^nd insurance. Like if a patient has Medicare and BCBS.

When done entering insurance it will take you back to the original demographic screen and as the benefit code like B for BCBS, or M for Medicare only as your system codes are set up. Enter copay, etc.

After all applicable fields are filled in click on the “SAVE” icon or Escape Key at the prompt to take you back to main menu.