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
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.
If a patient refuses to provide an email address, click the Email Address Refused checkbox to proceed.
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. Choose the Group on the left to display the Referral Sources on the right.
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.
Send New Patient Intake Link
The New Patient Intake link can also be sent from the Utilities pull down in the Patient Information window.
See details in this article Sending the New Patient History Link for Online Completion
Information entered via the online link is automatically added to the Case History in EHR
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.
