Creating a New Patient

How to create a new Patient Account.

Pull up the Chart Rack

1. Click on the Billing menu.

2. Select Patient Account.


Hit Ctl + A on the keyboard.

Create a New Patient

1. ALWAYS search the existing patient database for a patient BEFORE creating a new chart. This helps prevent duplicate charts from being created.

2. Click the Create Chart button.  

Enter First and Last Name.

1. Type in First and Last Name.

2. Click OK.

Enter Demographics

Enter demographic information as provided.