Add Patient: Patient Info
Enter the patient’s demographic information into the fields shown below.
Layout
Required Fields
- Status (Defaults to Active)
- First Name
- Last Name
- Gender
- Date of Birth: The system automatically identifies patients under 18 and provides the option to Use Pediatrics Profile? As well as defaulting the Guarantor to No.
- In some situations you may need to determine how the patient will be treated and how you will use documentation notes in the patient record. For example: A 6yr old patient who needs speech therapy or a 17yr old who needs PT for an ACL tear. It’s more likely you would treat the 17 yr old as an adult rather than a true pediatric patient. Selecting Use Pediatric Profile? Will set up SOAP notes with pediatric medical history and F.O.R. details.
- Note: If the front office is not comfortable with making this assessment, the provider can complete it later.
- In some situations you may need to determine how the patient will be treated and how you will use documentation notes in the patient record. For example: A 6yr old patient who needs speech therapy or a 17yr old who needs PT for an ACL tear. It’s more likely you would treat the 17 yr old as an adult rather than a true pediatric patient. Selecting Use Pediatric Profile? Will set up SOAP notes with pediatric medical history and F.O.R. details.
- Language Preference (Defaults to English)
- Is Guarantor (Defaults to “Yes” for adults and “No” for minors)
- Custody Status (if using the Habilitative Profile)
Tips & Tricks
If using the Habilitative profile, the following changes are made to documentation:
If the patient is a minor, the Employer Name field will be changed to Parent/Guardian.
If the patient is a minor, the Is Guarantor cannot be changed.
Billing Integrations
Therabill
The following fields will populate information in Therabill:
- First Name
- Last Name
- Date of Birth
- Gender
If the insurance requires a middle initial to process claims, place it at the end of the First Name field.
RevFlow
The following fields will populate information in RevFlow:
- First Name
- Last Name
- Date of Birth
- Gender