Create Patient From Patient Search

Complete the following steps to Create Patient from the Patient Search path:

  1. Select Search > Patient and perform a Patient Archive or Global Search.
  2. If the patient is not found, select Create Patient (otherwise, select the patient). The Create Patient dialog box opens.
  3. Enter patient demographics following the guidance in the dialog box.
    • The following patient demographics are required or conditionally required:
      • First Name (required)
      • Last Name (required)
      • DOB (date of birth) (required)
      • Gender (required)
      • Either SSN, Phone Number, or ZIP Code (one is required)
    • Select Country to enable State/Province.
  4. Select Save.
    • If no exact or similar patient record matches are found, a confirmation message is displayed. Select OK.
    • If the combination of required and conditionally required demographics you entered matches an existing similar patient record, the Create Patient dialog box opens, and the system displays the patient records found with similar demographics. You can either Select a patient with similar demographics, go Back to the Create Patient dialog box where you entered demographics, Cancel the Create Patient process, or Continue Save to Create Patient. If you Continue Save, a confirmation message is displayed. Select OK.
    • If the combination of required and conditionally required demographics you entered matches an existing exact patient record, the Create Patient dialog box opens, and the system displays the matching existing patient record. You cannot create a patient. You can either Select the existing patient, go Back to the Create Patient dialog box where you entered demographics, or Cancel the Create Patient process. 
    • If the combination of required and conditionally required demographics you entered matches an existing exact patient record and existing similar patient records, you can either Select the existing patient or one with similar demographics, go Back to the Create Patient dialog box where you entered demographics, or Cancel the Create Patient process.

When you exit the Create Patient feature, you return to the Patient Search page. If you created a new patient record or selected an existing or similar patient, the patient record is displayed.

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