Create Patient Records

Warning: Before you create a new patient record, search for the record to ensure it is not in the system as a patient or a guarantor.

Note: The following sections may vary depending on your institution’s configuration.

When a new patient is seen at your institution, you must create a new patient record with specific required information on the Personal, Codes, and Clinical tabs. The exact amount of information that must be collected depends on the status of the patient and your practice settings.

Examples:

• A restorative clinic screening patient may require minimal collected information.
• A referred surgical patient likely requires much more collected information.

Note: Required fields display in pink if you attempt to save without completing them.

Once the patient record has been saved successfully, you can complete the following as necessary:

• Specify a guarantor

• Specify an employer

• Specify a benefit plan