{"id":551,"date":"2019-06-25T18:59:44","date_gmt":"2019-06-25T18:59:44","guid":{"rendered":"https:\/\/www.2kmedicalsoftware.com\/Medisoft-Blog\/?p=551"},"modified":"2019-06-25T19:02:01","modified_gmt":"2019-06-25T19:02:01","slug":"medisoft-training-enter-a-new-patient","status":"publish","type":"post","link":"https:\/\/www.2kmedicalsoftware.com\/Medisoft-Blog\/medisoft-training-enter-a-new-patient\/","title":{"rendered":"How to enter a new patient in Medisoft"},"content":{"rendered":"\n<p>In Medisoft a patient\u2019s basic demographics are entered in their chart, and are separate from their insurance and condition\/ailment information, which is stored in their case(s).  You could possibly get by with only a single Case for each patient but many offices will create separate cases for any of the following reasons:  To keep different conditions\/ailments separate, to keep activity within different time frames separate or more manageable, to keep activities of different providers separate, or when a patient\u2019s insurance information changes, etc.  To start let\u2019s create a new patient entry:<\/p>\n\n\n\n<figure class=\"wp-block-embed-vimeo wp-block-embed is-type-video is-provider-vimeo wp-embed-aspect-16-9 wp-has-aspect-ratio\"><div class=\"wp-block-embed__wrapper\">\n<div class=\"ast-oembed-container\" style=\"height: 100%;\"><iframe loading=\"lazy\" title=\"Medisoft New Patient Entry\" src=\"https:\/\/player.vimeo.com\/video\/344384443?dnt=1&#038;app_id=122963\" width=\"500\" height=\"269\" frameborder=\"0\" allow=\"autoplay; fullscreen\" allowfullscreen><\/iframe><\/div>\n<\/div><\/figure>\n\n\n\n<p>01.  To add a new patient or case, or edit an existing record, go to LISTS then PATIENTS\/GUARANTORS AND CASES.<\/p>\n\n\n\n<p>02.  The window that appears is split into two halves.  The left side is for entering, editing, or deleting Patients.  The right side is for entering, editing, copying, or deleting Cases.  When either side is clicked on, the buttons at the bottom of the window will change for whichever side you have clicked in.<br><\/p>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" loading=\"lazy\" width=\"624\" height=\"155\" src=\"https:\/\/i0.wp.com\/www.2kmedicalsoftware.com\/Medisoft-Blog\/wp-content\/uploads\/2019\/06\/image-23.png?resize=624%2C155&#038;ssl=1\" alt=\"\" class=\"wp-image-553\" srcset=\"https:\/\/i0.wp.com\/www.2kmedicalsoftware.com\/Medisoft-Blog\/wp-content\/uploads\/2019\/06\/image-23.png?w=624&amp;ssl=1 624w, https:\/\/i0.wp.com\/www.2kmedicalsoftware.com\/Medisoft-Blog\/wp-content\/uploads\/2019\/06\/image-23.png?resize=300%2C75&amp;ssl=1 300w\" sizes=\"(max-width: 624px) 100vw, 624px\" data-recalc-dims=\"1\" \/><\/figure>\n\n\n\n<p>03.  As seen above, the Patient side has been clicked and the buttons at the bottom of the screen are:  Edit Patient, New Patient, Delete Patient, Print Grid, Quick Entry, View eStatements, and Close.<\/p>\n\n\n\n<p>04.  As seen below, the Case side has been clicked and the buttons at the bottom of the screen are:  Edit Case, New Case, Delete Case, Copy Case, Print Grid, View eStatements, and Close.<br><\/p>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" loading=\"lazy\" width=\"624\" height=\"155\" src=\"https:\/\/i0.wp.com\/www.2kmedicalsoftware.com\/Medisoft-Blog\/wp-content\/uploads\/2019\/06\/image-25.png?resize=624%2C155&#038;ssl=1\" alt=\"\" class=\"wp-image-555\" srcset=\"https:\/\/i0.wp.com\/www.2kmedicalsoftware.com\/Medisoft-Blog\/wp-content\/uploads\/2019\/06\/image-25.png?w=624&amp;ssl=1 624w, https:\/\/i0.wp.com\/www.2kmedicalsoftware.com\/Medisoft-Blog\/wp-content\/uploads\/2019\/06\/image-25.png?resize=300%2C75&amp;ssl=1 300w\" sizes=\"(max-width: 624px) 100vw, 624px\" data-recalc-dims=\"1\" \/><\/figure>\n\n\n\n<p>05.  Before a Case can be created the Patient must be entered.  Make sure the left side of the window has been clicked.<\/p>\n\n\n\n<p>06.  If you want to edit an existing record, highlight it then click EDIT PATIENT.  Otherwise click NEW PATIENT to create a new entry. <br><\/p>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" loading=\"lazy\" width=\"492\" height=\"535\" src=\"https:\/\/i0.wp.com\/www.2kmedicalsoftware.com\/Medisoft-Blog\/wp-content\/uploads\/2019\/06\/image-26.png?resize=492%2C535&#038;ssl=1\" alt=\"\" class=\"wp-image-556\" srcset=\"https:\/\/i0.wp.com\/www.2kmedicalsoftware.com\/Medisoft-Blog\/wp-content\/uploads\/2019\/06\/image-26.png?w=492&amp;ssl=1 492w, https:\/\/i0.wp.com\/www.2kmedicalsoftware.com\/Medisoft-Blog\/wp-content\/uploads\/2019\/06\/image-26.png?resize=276%2C300&amp;ssl=1 276w\" sizes=\"(max-width: 492px) 100vw, 492px\" data-recalc-dims=\"1\" \/><\/figure>\n\n\n\n<p>07.  Starting from the top, first create a CHART NUMBER.  This will be an 8-character identifier for the Patient.  You can enter this as a completely numeric value; such as 00000001 or 12345678, a completely alpha value; such as JOHNSMIT or JANESMIT, or an alpha-numeric value; such as JOHN1234 or JSMITH99.  If left blank, the program will automatically generate a value.  For example, if the patients name is John Smith, and no other John Smith has already been entered, the program would automatically assign SMIJO000.  If another John Smith was later added, and the Chart Number field left blank, the program would automatically assign that patient as SMIJO001, then SMIJO002, and so on.<\/p>\n\n\n\n<p>08.  Enter the patient\u2019s LAST NAME and FIRST NAME.<\/p>\n\n\n\n<p>09.  You can also enter the MIDDLE NAME (or initial), and Suffix (Jr., Sr., Etc.).<\/p>\n\n\n\n<p>10.  In the middle section, also enter the STREET address, CITY, STATE, ZIP CODE, and HOME telephone.  Optionally you can also enter the COUNTRY (which normally defaults to USA), E-MAIL, WORK telephone, CELL telephone, FAX, and OTHER telephone.<\/p>\n\n\n\n<p>11.  In the lower section enter the BIRTH DATE and SEX.  Also make sure ENTITY TYPE is set to Person.<\/p>\n\n\n\n<p>12.  The remaining fields are optional, but it is recommended, if an EHR \/ Meaningful Use attestation is in your future, that the RACE, ETHNICITY, and LANGUAGE fields be filled out.  The other fields, BIRTH WEIGHT, UNITS, SOCIAL SECURITY, and DEATH DATE are entirely optional.<\/p>\n\n\n\n<p>13.  Next click on the OTHER INFORMATION tab.<br><\/p>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" loading=\"lazy\" width=\"518\" height=\"523\" src=\"https:\/\/i0.wp.com\/www.2kmedicalsoftware.com\/Medisoft-Blog\/wp-content\/uploads\/2019\/06\/image-27.png?resize=518%2C523&#038;ssl=1\" alt=\"\" class=\"wp-image-557\" srcset=\"https:\/\/i0.wp.com\/www.2kmedicalsoftware.com\/Medisoft-Blog\/wp-content\/uploads\/2019\/06\/image-27.png?w=518&amp;ssl=1 518w, https:\/\/i0.wp.com\/www.2kmedicalsoftware.com\/Medisoft-Blog\/wp-content\/uploads\/2019\/06\/image-27.png?resize=150%2C150&amp;ssl=1 150w, https:\/\/i0.wp.com\/www.2kmedicalsoftware.com\/Medisoft-Blog\/wp-content\/uploads\/2019\/06\/image-27.png?resize=297%2C300&amp;ssl=1 297w\" sizes=\"(max-width: 518px) 100vw, 518px\" data-recalc-dims=\"1\" \/><\/figure>\n\n\n\n<p>14.  At minimum, make sure the appropriate TYPE (Patient or Guarantor) is selected, also choose the default ASSIGNED PROVIDER for the patient, and place a check-mark in the SIGNATURE ON FILE box (the SIGNATURE DATE field is typically left blank which causes the claim print date to populate Box 12).<\/p>\n\n\n\n<p>15.  In the top section of this tab, the PATIENT ID #2 is not a required field, and is basically used as a secondary identifier.  The PATIENT INDICATOR field is also not required, and could be used for internal sorting or classification of patients.  This field is limited to 1-5 characters.  The FLAG field is used for color-coding patients in the Patient List (see pages 6-8 for more information on this).  The HEALTHCARE ID field is currently not used.  The optional MEDICAL RECORD # field is only available if you have turned off the option to suppress UB-04 fields in the Program Options, Data Entry tab. The medical record number is a provider-assigned medical\/health record number and should be different than the patient&#8217;s chart number.  <\/p>\n\n\n\n<p>16.  In the middle section of this tab, it\u2019s a good idea to enter an Emergency Contact for the patient or guarantor.<\/p>\n\n\n\n<p>17.  In the lower section of this tab, you can enter employment information, which will then automatically populate new cases created for the patient or guarantor.  This is also optional.<\/p>\n\n\n\n<p>18.  Next click on the PAYMENT PLAN tab.<br><\/p>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" loading=\"lazy\" width=\"518\" height=\"305\" src=\"https:\/\/i0.wp.com\/www.2kmedicalsoftware.com\/Medisoft-Blog\/wp-content\/uploads\/2019\/06\/image-28.png?resize=518%2C305&#038;ssl=1\" alt=\"\" class=\"wp-image-558\" srcset=\"https:\/\/i0.wp.com\/www.2kmedicalsoftware.com\/Medisoft-Blog\/wp-content\/uploads\/2019\/06\/image-28.png?w=518&amp;ssl=1 518w, https:\/\/i0.wp.com\/www.2kmedicalsoftware.com\/Medisoft-Blog\/wp-content\/uploads\/2019\/06\/image-28.png?resize=300%2C177&amp;ssl=1 300w\" sizes=\"(max-width: 518px) 100vw, 518px\" data-recalc-dims=\"1\" \/><\/figure>\n\n\n\n<p>19.  If the selected patient&#8217;s account is in collection and a payment plan has been created, this tab is where you attach the payment plan to the patient record.  For information on creating a payment plan, see the \u201cPatient Payment Plan Entry\u201d article in the help files.<\/p>\n\n\n\n<p>20.  Click SAVE when finished.<\/p>\n\n\n\n<p><strong>Duplicate Patient Checking<\/strong><br> Medisoft will now perform checking for duplicate patients on Patient Entry and Quick Entry using the following criteria:<\/p>\n\n\n\n<p>\u2022    Last Name and Date of Birth<br><\/p>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" loading=\"lazy\" width=\"509\" height=\"233\" src=\"https:\/\/i0.wp.com\/www.2kmedicalsoftware.com\/Medisoft-Blog\/wp-content\/uploads\/2019\/06\/image-30.png?resize=509%2C233&#038;ssl=1\" alt=\"\" class=\"wp-image-560\" srcset=\"https:\/\/i0.wp.com\/www.2kmedicalsoftware.com\/Medisoft-Blog\/wp-content\/uploads\/2019\/06\/image-30.png?w=509&amp;ssl=1 509w, https:\/\/i0.wp.com\/www.2kmedicalsoftware.com\/Medisoft-Blog\/wp-content\/uploads\/2019\/06\/image-30.png?resize=300%2C137&amp;ssl=1 300w\" sizes=\"(max-width: 509px) 100vw, 509px\" data-recalc-dims=\"1\" \/><\/figure>\n","protected":false},"excerpt":{"rendered":"<p>In Medisoft a patient\u2019s basic demographics are entered in their chart, and are separate from their insurance and condition\/ailment information, which is stored in their case(s). You could possibly get by with only a single Case for each patient but many offices will create separate cases for any of the following reasons: To keep different &hellip;<\/p>\n<p class=\"read-more\"> <a class=\"\" href=\"https:\/\/www.2kmedicalsoftware.com\/Medisoft-Blog\/medisoft-training-enter-a-new-patient\/\"> <span class=\"screen-reader-text\">How to enter a new patient in Medisoft<\/span> Read More &raquo;<\/a><\/p>\n","protected":false},"author":1,"featured_media":552,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"site-sidebar-layout":"default","site-content-layout":"default","ast-global-header-display":"","ast-banner-title-visibility":"","ast-main-header-display":"","ast-hfb-above-header-display":"","ast-hfb-below-header-display":"","ast-hfb-mobile-header-display":"","site-post-title":"","ast-breadcrumbs-content":"","ast-featured-img":"","footer-sml-layout":"","theme-transparent-header-meta":"default","adv-header-id-meta":"","stick-header-meta":"","header-above-stick-meta":"","header-main-stick-meta":"","header-below-stick-meta":""},"categories":[9],"tags":[],"aioseo_notices":[],"jetpack_featured_media_url":"https:\/\/i0.wp.com\/www.2kmedicalsoftware.com\/Medisoft-Blog\/wp-content\/uploads\/2019\/06\/default-patient.jpg?fit=750%2C500&ssl=1","jetpack-related-posts":[{"id":705,"url":"https:\/\/www.2kmedicalsoftware.com\/Medisoft-Blog\/medisoft-25-eligibility\/","url_meta":{"origin":551,"position":0},"title":"Eligibility Patient Demographic Query &#038; Update","author":"2kmedical","date":"January 13, 2021","format":false,"excerpt":"In Medisoft Version 25 you can now complete a new or existing patient\u2019s demographic and case information as part of an eligibility check in Medisoft or Office Hours. Once basic information for the patient has been entered into Medisoft or Office Hours, performing an eligibility check will populate patient data\u2026","rel":"","context":"In &quot;What's New&quot;","block_context":{"text":"What's New","link":"https:\/\/www.2kmedicalsoftware.com\/Medisoft-Blog\/category\/medisoft-23\/"},"img":{"alt_text":"Medisoft Online Eligibility","src":"https:\/\/i0.wp.com\/www.2kmedicalsoftware.com\/Medisoft-Blog\/wp-content\/uploads\/2021\/01\/Eligibility.jpg?fit=854%2C696&ssl=1&resize=350%2C200","width":350,"height":200},"classes":[]},{"id":668,"url":"https:\/\/www.2kmedicalsoftware.com\/Medisoft-Blog\/medisoft-mobile\/","url_meta":{"origin":551,"position":1},"title":"Supercharge Your Productivity with Medisoft Mobile 3.2","author":"2kmedical","date":"July 24, 2020","format":false,"excerpt":"Medisoft Mobile has several enhancements in 3.2 With Medisoft mobile you can access patient information, schedule appointments and enter new charges. https:\/\/player.vimeo.com\/video\/365868615 Updated Name DisplayThe patient\u2019s middle initial is now visible on the patient card. Patient Card Screen Case Number\/DescriptionIn addition, the case Number and Description now appears on the\u2026","rel":"","context":"In &quot;What's New&quot;","block_context":{"text":"What's New","link":"https:\/\/www.2kmedicalsoftware.com\/Medisoft-Blog\/category\/medisoft-23\/"},"img":{"alt_text":"","src":"https:\/\/i0.wp.com\/www.2kmedicalsoftware.com\/Medisoft-Blog\/wp-content\/uploads\/2020\/07\/Medisoft-Mobile.png?fit=1200%2C768&ssl=1&resize=350%2C200","width":350,"height":200},"classes":[]},{"id":574,"url":"https:\/\/www.2kmedicalsoftware.com\/Medisoft-Blog\/setup-procedure-codes-in-medisoft\/","url_meta":{"origin":551,"position":2},"title":"How to enter a procedure code in Medisoft","author":"2kmedical","date":"July 15, 2019","format":false,"excerpt":"https:\/\/vimeo.com\/348263064 01. To add a new Procedure Code, or edit an existing record, go to LISTS then PROCEDURE \/PAYMENT\/ADJ CODES. 02. The following are the different types of codes (and what they\u2019re for) that can be entered here: Procedure Charge - CPT codes representing services rendered billable to insurance.Product Charge\u2026","rel":"","context":"In &quot;How To&quot;","block_context":{"text":"How To","link":"https:\/\/www.2kmedicalsoftware.com\/Medisoft-Blog\/category\/medisoft-training\/"},"img":{"alt_text":"Procedure Codes in Medisoft","src":"https:\/\/i0.wp.com\/www.2kmedicalsoftware.com\/Medisoft-Blog\/wp-content\/uploads\/2019\/07\/procedure-codes.jpg?fit=1200%2C800&ssl=1&resize=350%2C200","width":350,"height":200},"classes":[]},{"id":813,"url":"https:\/\/www.2kmedicalsoftware.com\/Medisoft-Blog\/medisoft-insurance-payments\/","url_meta":{"origin":551,"position":3},"title":"How to Apply Insurance Payments in Medisoft","author":"2kmedical","date":"May 19, 2021","format":false,"excerpt":"https:\/\/vimeo.com\/552510248 There are two different ways to enter Insurance Payments in Medisoft, (1) on a case-by-case basis, or (2) in bulk via \u201cDeposit Entry\u201d. The first method may be preferable when entering Insurance Payments for one patient, case, or date of service. The second method is preferable when entering Insurance\u2026","rel":"","context":"In &quot;How To&quot;","block_context":{"text":"How To","link":"https:\/\/www.2kmedicalsoftware.com\/Medisoft-Blog\/category\/medisoft-training\/"},"img":{"alt_text":"Insurance Payments in Medisoft","src":"https:\/\/i0.wp.com\/www.2kmedicalsoftware.com\/Medisoft-Blog\/wp-content\/uploads\/2021\/05\/Medisoft-Apply-Insurance-Payment-1.png?fit=1200%2C783&ssl=1&resize=350%2C200","width":350,"height":200},"classes":[]},{"id":781,"url":"https:\/\/www.2kmedicalsoftware.com\/Medisoft-Blog\/medisoft-clia-number\/","url_meta":{"origin":551,"position":4},"title":"How to enter Clia Number in Medisoft","author":"2kmedical","date":"February 3, 2021","format":false,"excerpt":"https:\/\/vimeo.com\/508191308 To get a CLIA number to print on claims, you just need to verify or add the CLIA Number to your Facility entries, then use the Facility in a patient\u2019s case. First go to \u201cLists\u201d, then \u201cFacilities\u201d. Select a Facility, then click \u201cEdit\u201d. Go to the \u201cFacility IDs\u201d tab.\u2026","rel":"","context":"In &quot;How To&quot;","block_context":{"text":"How To","link":"https:\/\/www.2kmedicalsoftware.com\/Medisoft-Blog\/category\/medisoft-training\/"},"img":{"alt_text":"Medisoft Clia Number","src":"https:\/\/i0.wp.com\/www.2kmedicalsoftware.com\/Medisoft-Blog\/wp-content\/uploads\/2021\/02\/laboratory.gif?fit=1200%2C495&ssl=1&resize=350%2C200","width":350,"height":200},"classes":[]},{"id":586,"url":"https:\/\/www.2kmedicalsoftware.com\/Medisoft-Blog\/new-patient-case-in-medisoft\/","url_meta":{"origin":551,"position":5},"title":"How to add a new patient case in Medisoft","author":"2kmedical","date":"July 24, 2019","format":false,"excerpt":"https:\/\/player.vimeo.com\/video\/349983540 01.\u00a0 Go to LISTS then PATIENTS\/GUARANTORS AND CASES. 02.\u00a0 In the left side of the window, select a patient, and then click in the right side of the window.\u00a0 The buttons at the bottom of the window will change to reflect that you are now in the Case section.\u2026","rel":"","context":"In &quot;How To&quot;","block_context":{"text":"How To","link":"https:\/\/www.2kmedicalsoftware.com\/Medisoft-Blog\/category\/medisoft-training\/"},"img":{"alt_text":"","src":"https:\/\/i0.wp.com\/www.2kmedicalsoftware.com\/Medisoft-Blog\/wp-content\/uploads\/2019\/07\/image-6.png?resize=350%2C200&ssl=1","width":350,"height":200},"classes":[]}],"_links":{"self":[{"href":"https:\/\/www.2kmedicalsoftware.com\/Medisoft-Blog\/wp-json\/wp\/v2\/posts\/551"}],"collection":[{"href":"https:\/\/www.2kmedicalsoftware.com\/Medisoft-Blog\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.2kmedicalsoftware.com\/Medisoft-Blog\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.2kmedicalsoftware.com\/Medisoft-Blog\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/www.2kmedicalsoftware.com\/Medisoft-Blog\/wp-json\/wp\/v2\/comments?post=551"}],"version-history":[{"count":0,"href":"https:\/\/www.2kmedicalsoftware.com\/Medisoft-Blog\/wp-json\/wp\/v2\/posts\/551\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.2kmedicalsoftware.com\/Medisoft-Blog\/wp-json\/wp\/v2\/media\/552"}],"wp:attachment":[{"href":"https:\/\/www.2kmedicalsoftware.com\/Medisoft-Blog\/wp-json\/wp\/v2\/media?parent=551"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.2kmedicalsoftware.com\/Medisoft-Blog\/wp-json\/wp\/v2\/categories?post=551"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.2kmedicalsoftware.com\/Medisoft-Blog\/wp-json\/wp\/v2\/tags?post=551"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}