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. 
  • 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