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)
     • ZIP/Postal Code (conditionally required)
     • Patient Gender (required)
   • Optionally, select a value from the Country list to enable the State/Province/Region element (if not already available). Note: When you select Other from the Country list, the Name of Country element is displayed.
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.