The recommended process flow for activating online registrations, and connecting the new patient record with the New Patient appointment:
Very importantly, the entire patient database should be searched for a possible matching existing patient record. On the Patient Window:
- Click the word “Patient”
- Select “Search Patient”
- Check mark the "Included Inactive Patients" box
- Input the search parameter
- Click the Search button
If there is an existing patient record, do not activate the online registration . If the online registration is activated, the process will create a duplicate patient record which cannot be merged into the existing patient record, to create one unique record.
If there is not an existing patient record, the online registration should be activated.
After the online registration is activated:
- Access the Scheduler Window
- Access the New Patient appointment
- Right-click the appointment to obtain a selection list
- Select the Edit link
- Click the Add Patient button, which directs the program to the Patient Window
- If the patient should be entered into a new account, accept the default selection of “Add New Patient” on the Add Patient screen
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If the patient should be attached to an existing Responsible Party:
- change the radio button selection to "Add New Member (Add patient to existing responsible party)”
- enter the desired Responsible Party Last Name (or Responsible Party ID)
- click the Search button
- choose the desired Responsible Party from the returns at the bottom of the screen
- Click the Continue button
- Click the Check Patient button which will locate the available potential matching patient records
- Click the Link Appt button for the appropriate patient
The New Patient appointment will now be attached to the patient record.
Upon a mouseover on the appointment, the appointment Detail box will not indicate “New Patient”