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Quick Bar: Overviews (More)---Patient---SSN_Validation---Choose_Appointment---Demographics---Contacts---Info---Comments---Diagnosis---Workers'_Comp---Workers' Comp_User-Defns---Remarks---Referral/Phys---Guarantor---Employer---Insurances---Remove_Images---Add_Images---Print_Forms
Overview Topics:
New Patient Wizard - Overview
New Patient Wizard - Overview
Use the New Patient Wizard to quickly and easily add a new patient The Wizard guides you through each step of data entry in an organized manner. It also provides the flexibility to skip around among the steps. The table below describes each step for the New Patient Wizard.
For additional information, click More.
Tips:
For general information about the Wizard menu, window layout, and navigation, see the Wizard - Introduction.
The New Patient Wizard launches the following sub-wizards, which are easily identified by the contrasting background color:
Other methods for maintaining the patient information include:
Patient Entry: Includes more areas of maintenance than the Patient Wizards, such as Referral Authorization, Balance Detail, and Recall Logging. For more information about the two types of program, see the Comparison of Patient Entry and the Patient Wizards.
Other Patient Wizards:
For more information about working with data in fields, see Data Entry Guidelines.
Directions:
To see directions for...
Opening the New Patient Wizard, click More.
Basic Method:
To
display the Menu Tree,
click Patient Entry 
on the Menu Bar.
To clear the previous patient, press [CTRL + x].
In the Wizard Control Menu within the INSight Control Menu, click the plus sign (+) to open the Create level.
Click
Patient.
Advanced Method:
To
display the Menu Tree,
click Patient Entry
on the Menu Bar.
To clear the previous patient, press [CTRL + x].
In the Patient Reference Panel enter blank or N(ew) in the Account Number field.
Click
Patient Load 
, or
press [ENTER].
Tip: INSight
automatically assigns the next available Patient Account Number and displays
it in the Inquiry Area.
New Patient Wizard Example:
Tip:
To see
an explanation of an area, the cursor becomes a 
hand
when you position the cursor over the area. Click
once to display the associated topic.
Creating a new Patient, click More.
IMPORTANT: To
avoid losing data, the wizard automatically saves your data when you click
Finish 
.
Open the New Patient Wizard.
At
the Choose Patient step, enter the
Patient Account Number
for the new policy holder or click the Assign
Number 
button to automatically assign the next available
Account Number.
To
advance to the next step, simply press [ENTER].
Tip: For
more information about moving around in the Wizard, see Wizard
- Navigation.
To position the pointer to the information that you want to enter, press [TAB] or click the field using the mouse.
Enter the data changes.
To
finish entry and save the changes, click Finish
, or press [ENTER]
if the button is in focus.
Keyboard shortcut: [ALT
+ s]
Editing an existing Patient, click More.
Note: This
Wizard is only for creating new
patients. To
maintain existing patients, use
the Patient Wizard.
Deleting an existing Patient, click More.
Note: To
preserve patient history, you are not allowed to delete patient records.
Understanding the field values for the following areas, click the section name in the table below:
|
Field Details by Step |
|
|
Contains the Patient Account Number. | |
|
Contains the Social Security Number to confirm that you are entering a patient that does not already exist. | |
|
Contains the patient's name, address, marital status and other demographic information. | |
|
Contains patient contact information such as the cell phone number, fax, email, and a contact person. | |
|
Contains additional patient information such as the employment status, student status, consent code and organ donor code. | |
|
Contains three user-defined comments fields. | |
|
Contains up to three diagnosis codes for the patient. | |
|
Contains disability and status information for patients with Workers' Compensation claims. | |
|
Contains fields defined by the Workers' Compensation Control Record. There are three date fields and eight alphanumeric fields that you can tailor to your practice's needs. | |
|
Contains patient-specific remarks used for billing purposes. | |
|
Contains the patient's Provider and Referral Codes, if applicable. | |
|
Contains information about who is financially responsible for the patient's account. Launches the Patient Guarantor Wizard. | |
|
Contains employer information for the patient, which is needed if the patient has a workers' compensation related illness or injury. | |
|
Contains the list of assigned insurances for the patient. Launches the Patient Insurance Wizard. | |
|
Allows you to view or remove existing images from the patient, such as scanned medical cards or the patient's photo ID. | |
|
Allows you to add images, such as scanned medical cards or the patient's photo ID, to the patient record. | |
