Add a Patient Record

To add a patient record:

  1. Complete the fields on the Personal Information screen as appropriate for the patient.
  2. Complete the information on the Responsible Party screen. This step covers details of the person accountable for the finances of the patient. This person can be the same as the patient or can be a spouse or other adult.This screen will not appear if the patient is being added as a member.
  3. Complete the information on the Add Primary Dental Plan screen, if applicable. This step covers details of the insurance plan that covers this patient, including subscriber and coverage information. This screen will only appear if the Primary Dental or Primary Medical checkbox is selected in the Coverage Type section of Step 1.
  4. Complete the information on the Add Secondary Dental Plan screen if applicable. This step covers details of the secondary insurance plan that covers this patient, including the subscriber and coverage information.This screen will only appear if the Secondary Dental or Secondary Medical checkbox is selected in the Coverage Type section of Step 1.
  5. Complete the information in the Add Medical Information screen with the allergy and health history information for the patient.
  6. Complete the Recall Information screen.
  7. Click Finish.