Step | Instructions | Additional Information |
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1 | Person Information Tab From the Create Person / Person Information tab, enter the new person information. |
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2 | In the Name and Address section, enter the name of the person in the Name field. |
Last and First names are required for a person name, with the Middle and Suffix field being optional. |
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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. |
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5 | Enter the zip code for the person in the Zip Code field. |
If International Address is selected, the State and Zip Code fields are replaced with Postal Code, Provide Code, and Country. |
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6 | (Optional) Enter the name of the city for the person in the City field. |
The City field auto-populates based on the value entered for the Zip Code field, but can be updated, if necessary. |
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7 | (Optional) Open the State drop down list and select the state for the person. |
The State field auto-populates based on the value entered for the Zip Code field, but can be updated, if necessary. |
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8 | Enter the business hours phone number for contacting the person in the Day Phone field. |
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9 | Enter the non-business hours phone number for contacting the person in the Evening Phone field. |
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10 | Enter the person's electronic mail address for the person in the Email field. |
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11 | In the Employer Information section, enter the name of the person's current employer in the Employer field. |
Employer information is optional and used for your record keeping. |
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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. |
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13 | Enter the zip code for the person's employer in the Zip Code field. |
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14 | (Optional) Enter the name of the city for the person's employer in the City field. |
The City field auto-populates based on the value entered for the Zip Code field, but can be updated, if necessary. |
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15 | (Optional) Open the State drop down list and select the state for the person's employer. |
The State field auto-populates based on the value entered for the Zip Code field, but can be updated, if necessary. |
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16 | Enter the phone number of the employer in the Phone and Ext. fields, if applicable. |
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17 | Enter the facsimile number of the employer in the Fax and Ext. fields, if applicable. |
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18 | In the Personal Information section, enter the person's SSN in the Social Security field. |
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19 | Open the Gender drop down list and select the person's gender. |
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20 | Open the Date of Birth drop down and select the date from the calendar. |
The date can also be entered manually by typing the date with the following format: mm/dd/yyyy. |
The date of birth is not required when creating a person. However, it is required for a person who is designated as the patient on a case. If the date of birth is missing on the person record of the patient, you cannot save the case until the date of birth is entered. |
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21 | Open the Marital Status drop down list and select the person's marital status. |
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22 | Open the Language drop down list and select the person's spoken language. |
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23 | Open the Employment drop down list and select the person's current employment status. |
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24 | Enter the person's current occupation in the Occupation field. |
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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. |
Refer to the Adding Insurance topic for the step-by-step guide for completing this activity. |
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28 | Click Save to save and close the page. |
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