New patients can be added to your database with either the Quick Create, Create MML or Full Patient Setup.
Note: As a rule, always search for the patient prior to adding a new patient to the database.
To Search for a patient, click the search icon in the upper right corner of either the iScheduler or EMR and being typing. This can be a combination of patient First Name, Last Name, SSN or DOB.
If no results are found, use the dropdown arrow and select Create Patient Account
Quick Create
Quick Create allows you to create patient account from this screen with minimal required fields. Enter criteria and select Create
Create MML
Select Create-MML to quick create a patient account and connect to MML
Connect Patient
Full Patient Setup
To create a new account from the full patient Setup, select Setup
You are automatically directed to the New Patient Setup window. Fill out required fields (indicated by *) as well as additional fields, and click Save
- Insurance – enter required and additional fields. Select “Same as Patient” if patient is the guarantor which will populate demographic fields
2. Responsible Party – Select Populate Patient Information if patient is responsible party. If a different party, enter required and additional fields as needed
3. Emergency Contact – add up to two emergency contacts, then click Save
