This document shows how to enter and schedule a new patient in one window. Most new patients want to schedule an appointment for as soon as possible. This window allows you to enter new patient information and schedule without going to the Scheduler. Instructions on how to manage patients who cannot complete the appointment process during the initial contact is explained in the Incomplete New Patient section towards the end of the document.
Add the Patient
To begin, click the New Patient icon on the Menu Bar. Enter as much about the patient as possible. Fields highlighted in yellow are required to add a new patient.
Basic patient demographic fields are self explanatory. The other fields are important for analytics and basic communication.
The default case type is CHIRO/CASH. Use the pull down selector to choose the appropriate case type. Case Types are established in System Setup
If you don't have the patient's case type when they make the appointment, update it in the Patient Information record as soon as it is known. Taking the time to update the patient's case type is a critical component of accurate analysis.
Patient Case Information - https://help.healthcoretech.com/a/1635192-patient-case-information
You can click the year which will allow you to quickly navigate further in the past.
Use the pull down to select the patient's gender: M - Male, F - Female, X - Non binary
Click the Magnifying Glass icon to open the Select Referral Source window. Here you can choose from Recently Used, Internet, Employee and Other for quick access, or choose All Referral Sources to see the whole list. Choose Patient Referral to link patient in the database.
If the patient's referral source isn't in the existing list, click the + sign to add a new referral source. First, click on a Referral Source Group and then on the Select button at the bottom of the window. Then, enter a Code and Description. Click the Save button to return to the New Patient entry window.
Adding multiple codes for the same referral source makes aggregating and reporting on this information very difficult. Before you add a new referral source, be sure to search thoroughly in the existing list.
This will not appear in the patient menu under the patient notes just to the patient's appointment
To add a Referring Patient, click on the magnifying glass to pull up the patient search box to find your patient.
Highlight and click select on the bottom right hand corner or double click on the name you wish to choose.
Send New Patient Intake Link
Can only use the Send New Patient Link if email has been entered into the system.
The New Patient Intake link can also be sent from the Utilities pull down in the Patient Information window.
See details in this article - https://help.healthcoretech.com/a/1906722-sending-the-new-patient-history-link-for-online-completion
Information entered via the online link is automatically added to the Case History in EHR
Add Checklist
Digital Forms and Checklist - https://help.healthcoretech.com/a/1906971-digital-forms-and-checklist-hs-update-10-29
Schedule the Patient
Incomplete New Patients
As you enter patient information, it is automatically saved. If you have to leave the window at any time during the process, click the Cancel button on the bottom right. Choose to discard the information by clicking the Yes button on the dialogue box that pops up. If you want to keep the information, choose No.
If you created an appointment on the calendar and click Cancel, the appointment is NOT saved.
If you chose not to discard the information, the next time you click the New Patient menu icon a list of saved patients are available to select and proceed through the remaining information.
