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Adding a Patient

Any user can add a patient to their short list by selecting those patients, to whom they have a relationship, from the Search for a Patient to Add box. How you access this window varies according to whether you are a health care provider or an administrator.

To add a patient do as follows:

1. Click the Add Patient button.
• For health care providers, this button appears on the toolbar of the Charge Capture Desktop.
• For administrators, the Add Patient button appears on the screen after selecting Holding Bin from the View Charges pulldown list.
2. From the Search for a Patient to Add box appears, enter partial information to narrow the search, or leave the fields blank and click the Search button.
3. In the Select a Patient to Add box that appears:
1. Check one or more patients from the list that appears.
2. Specify your relationship to the patient(s) using the Relationship pull-down list.
3. Click the Select button and the selected patient(s) will be added to your short list.

You can click the New Charge button to add charges for a single patient. You can only have one patient selected to use the New Charge button, which when clicked, takes you to the Charge Details screen for that particular patient. See Adding or Editing Charges for a Patient for more information.

If the patient(s) you wish to add aren't displayed in the list, click Search Again to enter different search criteria.

To see the details for a patient, click the Account number link.

Click the Refresh button to re-run the search with the same criteria.