Overview


The Create Person page is comprised of two tabs:

The Person Information tab is used to configure or modify the general information for a person. It collects the name and address, personal information, and employer information of the person. Creating person from the page/tab creates a person record only. To create an account and person record, create the person from the Create Account / Person Information tab.

When you create a person from File > New > Person option, the guarantor account is not automatically created until a case is entered and a guarantor is assigned on the case. You cannot enter payments for a patient unless the charge has been entered, because an account has not yet been created for that patient.

How to Get Here?

To open the Person Information tab for new person:

From the Menus:
Via Shortcut Keys: 
Other:
  • Open the File menu, select New, and then select Person
  • Press [Alt] + [F] + [N] + [R]
  1. Open the Manage menu and select People, or select People from the list of Manage tasks on the Home page 
  2. From the People page, click Create or press [Alt] + [C]

 

(Click an image below to enlarge.)

Create Person Page (accessed via File menu):

Create Person Page (accessed via People page):


Field Definitions

Field

Type

Required 

Description

Name and Address Section


Name Free TextYesThe last, first, and middle names of the person. There is space provided if the name has a suffix (for example, Sr., Jr., or III).
International AddressCheckbox No 

The checkbox indicates whether the address is in a country other than the United States. If selected, the Name and Address section refreshes with the following options for entering the international address:

  • Postal Code
  • Province
  • Country 
Address Free Text Yes The street address (lines 1 and 2) of the person.
City Free Text Yes The city of the person's address. The field will auto-populate when the Zip Code is entered. However, the field can be edited by typing the name of the city in the space provided.
State Free Text Yes The two-character state abbreviation of the person's address. The field will auto-populate when the Zip Code is entered. However, the field can be edited by typing the state abbreviation or selecting an option from the drop down list.
Zip Code 

Free Text (Numeric) 

Yes The five-digit plus 4-digit postal code of the person's address.
Day Phone

Free Text (Numeric) 

No The 10-digit telephone number and extension, if applicable, where the person can be contacted during business hours.
Evening Phone

Free Text (Numeric) 

No The 10-digit telephone number and extension, if applicable, where the person can be contacted during non-business hours.
EmailFree TextNo The electronic mail address of the person. 
Personal Information Section


Social SecurityFree Text (Numeric)No

The social security number or employer identification number of the person.

The Social Security field is masked, displaying only the last four digits. If your role has been given permissions to unmask and view SSNs, the lock icon  is enabled. Click on it to view the full SSN.

GenderDrop DownYes

The gender of the person. The following options are available:

  • Female
  • Male
  • Unknown

The field defaults empty. 

Date of BirthDrop Down (Calendar)NoThe date of birth of the person.
Date of DeathDrop Down (Calendar)NoThe date of the person's death.
Marital StatusDrop DownNo 

The marital status of the person. The following options are available:

  • Single
  • Married
  • Other 
Language Drop DownNo

The spoken language of the person. The following options are available:

  • English
  • Spanish
  • French
  • German
  • Italian
  • Portuguese
  • Other 
Employment Drop DownNo

The employment status of the person. The following options are available:

  • Employed
  • Full-Time Student
  • Part-Time Student
  • Other
  • Retired
  • Disabled 
Occupation Free TextNoThe trade, profession, or business of the person.
Employer Information Section 


Employer Free TextNoThe name of the person's employer.
Address Free TextNoThe street address (lines 1 and 2) of the person's employer.
City Free TextNoThe city of the person's employer address. The field will auto-populate when the Zip Code is entered. However, the field can be edited by typing the name of the city in the space provided.
State Free TextNoThe two-character state abbreviation of the person's employer address. The field will auto-populate when the Zip Code is entered. However, the field can be edited by typing the state abbreviation or selecting an option from the drop down list.
Zip CodeFree Text (Numeric)NoThe five-digit plus 4-digit postal code of the person's employer address.
Phone Free Text (Numeric)NoThe 10-digit telephone number and extension, if applicable, of the person's employer.
Fax Free Text (Numeric)NoThe 10-digit facsimile number and extension, if applicable, of the person's employer.
Patient AlertFree TextNo

Any alert text pertaining to the person. This alert text appears in a Message pop-up window whenever the patient or guarantor linked to the patient is selected. 

This field is only available if the person is created via the People > Create activity.

 



 

Related Topics

New > [Object]

Create Person / Insurance Tab

Creating Person

People

People Page



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