How to add a new Patient
 
                                                                                                                       

 

  1. Click on Patient Information
 

1        Click on Your name

2        Enter Password

3        Sign In or Punch in
 

Main Switchboard

 
 

5. Click on Add New Patient

 

 
 
 


6.

  1. Type the Last Name
  2. Type the First Name
  3. Type Phone # if you have one
  4. Click Save

Note: If you want to use all cap’s check both boxes
 

 

 

Fill Out Patient Information
 
 

 


Click on me if you want me in a mailing group, exp for mailing letters or cards for the Holidays etc.
 

 

  1. Fill out all Known Patient Information
  2. Type the Zip code and city and state will auto fill
  3. Click next to fill in Primary Payer or insurance information

 
 
           

 

 

 

 

 

 

 

 

           

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 


1. Click on Primary Card Holder

 

 
 

How to add Insurance Information
 
                                                                                                                       

 

Very Important to fill in Billing Type and Billing Form
 

Note: the little clip boards are to copy same field from the patient file.

 
 

2.      Fill out all the Primary cardholders information, the information could be the same as the patients or it could be a spouse, child or guardian.

3.      If the information is the same as the Patient click on the Copy Info from Main

4.      Relationship to the Patient needs to be filled out, who is this person to the patient, if it is the patient just use Self.

5.      Id Number comes from the Patient’s Insurance Card.

6.      Copay Percent is left 0 for all cases accept cash which is always 100 percent or if the insurance company gives out a percent Copay like Medicare at 20%

7.      Click on the Insurance Co. drop down and type the first letters for the spelling of your insurance company, then when you find it click on it to insert it.

8.      If your Insurance Company is not in there or it needs editing click the Edit button that is located directly on the right of that field. Click add new insurance to add a new insurance company from that form.

9.       If there is a deductible fill that out

10.  Put in a billing type, billing type is another way to sort, may be a Cash Case, Insurance Case, Medi for all Medicare, NF for no-fault, WC for workers comp etc.  If your type is not in there click add/edit type on the right of that box.

11.  Select a billing form, Cash, HCFA, and NY doctors may have a NYWC form.

12.  New Case is where you may have One Patient with a WC case and NF Case.  You would click on add new case and click the case you want to work on.

13.  Click next to work on your Secondary Card Holder info.  It is basically the same as the primary cardholder.

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How to add Secondary Insurance Information

Just click next or Secondary Card Holder and repeat the basic steps you did under Primary Card holder.
 
 

 

 

 

Injury Diagnosis Page
 
 

 

 


This is Where you type in the Default Diagnosis, Injury Date and Description and how the Injury happened. 

 

This is where you put the patients default doctor and place of service.

 

 

 

 

 

 

 

 

 

 

 

This page is where you choose a default procedure code.  Remember these default codes are not necessary but here to make you life just a little easier.

 

1st add a cpt below.

2nd click on the white box under CPT and an arrow will appear.

Choose the cpt code with billing fee you want and click on it.

 

If this is a No Fault case make sure you check the B box Yes and put the state in the Place Box.

 

Also if you need to add remarks that will follow the patient in making a new visit or payment type in the Remarks yellow box.
 

CPT Procedure Codes Page
 
 

 


 

 

 

 

 

 

 

 

 

 

Guarantor Page
 
 

 

 

Guarantor page is where the patients bills are going to be sent to.  Exp: a child may have a mom who has the insurance and the copays are sent to the dad at another address

 

 

 

 

 

 

 

 

 

 

 

 

You should now be ready to add a new visit.

 

Click on the Add New Visit Link.

 

 

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Ready to add a new visit
 
 

 

 


 

 

 

 

 

 

 

 

 

 

 

 

Adding a New Visit
 

If you have chosen default cpt codes they will already be ready for you to save as a white line with the codes and fee already in place.

 

You can any or all of the fields in that line.

 

You don not have to put a To Date in if the date is the same as the From

 

You can change the doctor of the claim at bottom right.

 

Or you can just change the doctor of the group

 

You can put the claim on hold if you don’t want it to go to the print ready queue yet.

 

You have 5 options you can click on to save the visit.

 

1. Cash Payment-if patient gives you cash to full fill total debt of visits

 

2. Cash Pay/Print if patient gives you cash to full fill total debt of visits and you need a receipt printed.

 

3. Check or Credit Card-if patient with one of them a screen will pop up to add the numbers and give you the option to print and save.

 

4. Check No Payment if there is not a Patient Payment at this time.

 

5. Check  Alternative Payment if patient is paying more or less amount owed for this visit.

 
 
 

 


Check not a visit if you don’t want this claim to count as a visit.