View Patient Entry screen. View Video, 2 min. 15 sec.

General Notes
General Notes work exactly the same way as Medical History Notes described on the previous page.  General Notes will be comments that relate to your patients.  What is entered will be determined by whatever you feel will be useful.  For example, “Evening Appointment Only”, “Confirm Before Appointment”, “Prefers Nitrous”, etc. General Notes can also be used as report filters.

Referral Source
If you want to designate a Referral Source for this patient click on the Referral Source dropdown list.  An alphabetic list of your Referral Sources will open for your selection.  Referal Sources can be other doctors or professionals, entities such as Yellow Pages, Walk-ins, or direct mailers, or patient to patient referrals. For a full discussion see the section on Referral Sources.

Insurance Information
If the account has insurance, a line of items relating to insurance will display.  These items include:

Primary Subscriber - Click on the Primary Subscriber drop down list and select the primary insurance subscriber for this patient.  All subscribers entered for this account will appear as choices.   It is this choice that determines which insurance is primary and which is secondary for a particular patient.  The additional choice of "Not Insured" is also available.  It is possible that one or more patients in an insurance account may not be covered.  For example, a husband and spouse may be covered but not children over the age of 16.  In a case like that, select the "Not Insured" choice for the child.  The program will then consider that patient as a private (not insured) patient.

Relation To Primary - Your selections from this field include "Self," "Spouse," "Child," "Other."  Select the appropriate choice.

Deductible - This field is only seen for accounts selected with the Automatic Benefit Calculation option. The number inside the Deductible text box represents the remaining deductible for this patient at this point in time.  This amount will dwindle and finally go to zero as procedures are posted for this patient.

Maximum - The Maximum field is also only seen for accounts selected with the Automatic Benefit Calculation option. The number for Maximum represents the remaining maximum for this patient at this point in time.  This amount will dwindle as procedures are posted for this patient.