Chapter 4: Entering Patient Information Computers in
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Transcript Chapter 4: Entering Patient Information Computers in
Computers in
the Medical Office
Chapter 4:
Entering Patient
Information
McGraw-Hill Career Education
© 2009 by The McGraw-Hill Companies, Inc. All rights reserved.
4-2
How Patient Information
is Organized in Medisoft
Basic information about patients is
entered in the Patient/Guarantor dialog
box
Selecting Patients/Guarantors and Cases
on the Lists menu displays the Patient
List dialog box
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© 2009 by The McGraw-Hill Companies, Inc. All rights reserved.
4-3
The Patient List Dialog Box
Patient Information
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Case Information
© 2009 by The McGraw-Hill Companies, Inc. All rights reserved.
4-4
Entering a New Patient
Click the New Patient button in the
Patient List dialog box
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© 2009 by The McGraw-Hill Companies, Inc. All rights reserved.
4-5
Entering a New Patient
Patient/Guarantor
dialog box
Name, Address tab
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4-6
Creating a Chart Number
Must be eight characters in length
No special characters such as hyphens,
periods, or spaces
No two chart numbers can be the same
McGraw-Hill Career Education
© 2009 by The McGraw-Hill Companies, Inc. All rights reserved.
4-7
Entering a New Patient
Patient/Guarantor
dialog box
Other Information tab
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4-8
Entering a New Patient
The Type field
indicates whether an
individual is a patient
or guarantor
Guarantor is selected
if the person
responsible for
payment on the
patient’s account is
not a patient of the
practice
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4-9
Medisoft’s Search Features
Searching for information is
accomplished using one of the two
search features:
Search For and Field boxes
Locate button
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4-10
Medisoft’s Search Features
The Search For and Field boxes are
found at the top of many dialog boxes
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4-11
Medisoft’s Search Features
The text to be searched for is entered in
the Search For box
The selection in the Field box determines
which data field should be searched
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4-12
Medisoft’s Search Features
The Locate buttons are used to display
the Locate dialog box.
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4-13
Medisoft’s Search Features
The text to be searched for is entered in
the Field Value box
The Search Type options specify the
guidelines for the search
The Fields box controls the data field
that is searched
McGraw-Hill Career Education
© 2009 by The McGraw-Hill Companies, Inc. All rights reserved.
4-14
Editing Patient Information
Search for patient
Use Edit button to display dialog box
Make necessary changes
Save changes
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