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Create New Patient – Step 1

To create a new patient open the Patient Menu in the sidebar, then choose New Patient.

Entering Patient Data

Create New Patient Screen - click screen to zoom in

Then enter the required data for the patient:

  • Last Name
  • First Name
  • Middle Initial (MI) – optional
  • Medical Record Number (MRN)
  • Facility / Alternate ID# – optional
  • Date of Birth (DOB)
  • Gender
  • Phone 1 (primary contact number) – Required for home-bound patients, Optional for Facility patients
  • Phone 2 (secondary contact number) – Optional
  • Choose Patient Status from list of choices

Then click the Next Button to proceed to Step 2 of the Create New Patient process.

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