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Use this task to create a new person. You can create a person record when adding a case, from the File > New > Person menu option, or from People page > Create button.
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To create an account for a person, the Create Person window should be opened from File > New > Account. |
The person configuration includes information collected on the following tabs:
Step-By-Step Guide
Step | Instructions | Additional Information | ||||
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1 | Person Information Tab From the Create Person / Person Information tab, enter the new person information. | |||||
2 | In the Name and Address section, enter the name of the person in the Name field. |
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3 | Select the International Address checkbox, if applicable.
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4 | Enter of the street address for the person in the Address line 1 and line 2 fields, if applicable. | |||||
5 | Enter the zip code for the person in the Zip Code field. |
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6 | (Optional) Enter the name of the city for the person in the City field. |
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7 | (Optional) Open the State drop down list and select the state for the person. |
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8 | Enter the business hours phone number for contacting the person in the Day Phone field. | |||||
9 | Enter the non-business hours phone number for contacting the person in the Evening Phone field. | |||||
10 | Enter the person's electronic mail address for the person in the Email field. | |||||
11 | In the Employer Information section, enter the name of the person's current employer in the Employer field. |
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12 | Enter of the street address for the person's employer in the Address line 1 and line 2 fields, if applicable. | |||||
13 | Enter the zip code for the person's employer in the Zip Code field. | |||||
14 | (Optional) Enter the name of the city for the person's employer in the City field. |
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15 | (Optional) Open the State drop down list and select the state for the person's employer. |
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16 | Enter the phone number of the employer in the Phone and Ext. fields, if applicable. | |||||
17 | Enter the facsimile number of the employer in the Fax and Ext. fields, if applicable. | |||||
18 | In the Personal Information section, enter the person's SSN in the Social Security field. | |||||
19 | Open the Gender drop down list and select the person's gender. | |||||
20 | Open the Date of Birth drop down and select the date from the calendar. |
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21 | Open the Marital Status drop down list and select the person's marital status. | |||||
22 | Open the Language drop down list and select the person's spoken language. | |||||
23 | Open the Employment drop down list and select the person's current employment status. | |||||
24 | Enter the person's current occupation in the Occupation field. | |||||
25 | (Optional) Enter any Patient Alert text. | This field is only available if creating the person via the People page > Create option. | ||||
26 | Insurance Tab Click the Insurance tab to add the insurance details. |
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27 | In the Active Insurance section, click Add. |
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28 | Click Save to save and close the page. |
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Create Person / Person Information Tab |
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Not applicable for this topic |
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