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Adding a Patient

To add a patient, click on the Add button and 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.

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 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 Add Charges screen for that particular patient. See Adding or Editing Charges for a Patient for detailed information.

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

To view the details for a patient, click on the Account link.

Click the Refresh button to re-run the search with the same criteria. This is useful if the patient is just being added to the long list.