When you add a new patient to the master index application, you need to enter certain information such as the patient’s name, social security number, and certain demographic information.

Complete Step 2: Specify a System and Local ID.
On the Create System Record page, enter the patient’s demographic information (for more information, see About Demographic Fields on the Patient EDM).
Do one of the following:
To specify additional information about the patient, continue to Step 4: Specify Alias Information.
To save the patient profile without specifying additional information, skip to Step 9: Save the Patient Profile.