Step 1: Obtain Information about the Patient

Before you begin to add a new patient to the master index application, you should obtain certain information about the patient. For example, by default you must enter the patient’s first and last names, SSN, date of birth in order to save the patient profile. You should provide as much information as is available for each patient. If necessary, review the descriptions of the fields you encounter while adding a new patient. These descriptions, provided throughout this section, will help you to determine the information you need to specify for each new patient. Once you have the information, continue to Step 2: Specify a System and Local ID.