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Complete the information about the patient. Some information, like address and coverage, will be carried over from the responsible party details. Fields with a red asterisk are required.
Following are descriptions of the fields on this window:
Personal Information: Basic contact details specific to this patient.
Relationship to Responsible Party (Rel. to Resp.): Select the best option from the dropdown to describe how this patient is related to the person responsible for the financial aspects of the account.
Patient Type: Select the checkbox or checkboxes beside the options that describe the type of patient. These options are set by the practice to categorize, report on or track groups of patients. Patient types may also be used for certain types of communication.
Patient Status: Select the checkbox or checkboxes beside the status options for the patient.
Office: Select the preferred options for the patient at the specific office, including preferences for provider and hygienist.
Note: Some fields may vary depending on the practice's specific settings or subscriptions. If Meaningful Use is enabled, additional fields for language, race, ethnicity and patient portal will appear. If the Enhanced Referrals is enabled, fewer referral fields will display.