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Managing Patient Accounts

Entering New Patients

  1. . Click “New Patient” main window.
  2. Enter Patient information in the appropriate fields. NOTE: A minimum of the First
    Name, Last Name, and Gender must be entered.
  3. Click “Save”.

Finding Patient Reports

  1. Enter the patient’s last name in the “Filter Last Name” field at the top. Enter the first name in the next field if necessary.
  2. Select the Patient in the list below.
  3. Click the drop-down menu labeled “Reports”.
  4. Double-click the report date. The report will appear as a pdf in your pdf viewer.


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