Create Patient From Patient Search

Complete the following steps to create a new patient record from the Patient Search page:

  1. Select Search > Patient and perform a Patient Archive or Global Search.
  2. If an existing record for the patient is not found, select Create Patient in the lower-left corner of the page. 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 (you must enter at least one conditionally required element):
      • Patient Last Name (required)
      • Patient DOB (date of birth) (required)
      • Home Phone (conditionally required)
      • Patient First Name (required)
      • Patient SSN (Social Security number) (conditionally required)
      • Patient ZIP Code (conditionally required) Release Considerations: With 6.0 and later releases, this element is labeled ZIP/Postal Code.
      • Patient Gender (required)
    • Optionally, select a value from the Country list to enable the State/Province element. Release Considerations: With 6.0 and later releases, the element that is enabled is labeled State/Province/Region and a Name of Country element is enabled simultaneously when you select Other from the Country list.
  4. Select Save. To help prevent you from creating a duplicate patient, the system searches for existing patient records that are an exact or similar match to the information provided.
    • If an exact or similar patient record match is not found, the new patient record is created, and a Save Successful confirmation message is displayed. Select OK to close the confirmation message.
    • If patients with similar demographics are found, the Create Patient dialog box opens, and the patients with similar demographics are displayed. (Note: You must be authorized in the system to view the similar patient records.) Complete one of the following actions:
      • Select an existing patient with similar demographics.
      • Select Back to return to the Create Patient dialog box where you entered demographics.
      • Select Cancel to cancel the Create Patient workflow.
      • Select Continue Save to create the new patient record. A Save Successful confirmation message is displayed. Select OK to close the confirmation message.
    • If all required demographics that you entered match an existing patient record, the Create Patient dialog box opens, and the existing patient is displayed. You cannot create a new patient record. Complete one of the following actions:
      • Select the existing patient record.
      • Select Back to return to the Create Patient dialog box where you entered demographics.
      • Select Cancel to cancel the Create Patient workflow. 
    • If a matching existing patient and patients with similar demographics are found, the system patient records are displayed. (Note: You must be authorized in the system to view the similar patient records.) Complete one of the following actions:
      • Select the existing patient or one with similar demographics.
      • Select Back to return to the Create Patient dialog box where you entered demographics.
      • Select Cancel to cancel the Create Patient workflow.

When you exit the Create Patient workflow, 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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