Collect Patient Information

Complete the following steps to collect patient information:

1. After selecting Create New Patient or Convert Patient, the patient information is displayed. Select Full Registration or Quick Registration.
2. Select a facility and enter a date of birth. Note that the Facility value is used for MRN generation and eligibility.
3. If performing a full registration, you can add a patient photo and identification. Add patient photo here and Add identification here are displayed if the patient is older than the patient self-determination age or if the patient is an emancipated minor.
   1. To add a patient photo, select Add patient photo here. The Patient Photo Upload dialog box is displayed. Capture or upload the photo and select Save.
   1. To add patient identification, select Add identification here. The Select the Front of the Identity Card dialog box is displayed. Access the file, select it, and select Open. The front of the identity card is displayed. If you do not want to load the back of the identity card, select Finish. If you want to load the back of the identity card, select Load Reverse. The Select the Back of the Identity Card dialog box is displayed. Access the file, select it, and select Open. The back of the identity card is displayed. Select Finish. During this process, key data elements are recognized using OCR to eliminate manual entry (for example, First Name, Last Name, Address, and so on).
4. Enter and update patient information, including first name, last name, and date of birth. Contact information is displayed if the patient is older than the patient self-determination age or if the patient is an emancipated minor.Is the patient emancipated and Emancipated Date prompts are displayed if the patient is younger than the patient self-determination age.
5. As you create a patient, the system performs a check to ensure that the patient record you are creating does not already exist. This duplicate check searches select combinations of the following values that currently exist in the system: First name, Last name, Date of birth, Social Security number, Phone number.
6. If a potential duplicate is found, the information is displayed to you. Verify if the potential duplicate person is different from the person you want to create. If you want to continue creating a new person, select Continue Creating New Profile. If you want to select the existing person, select Access Profile.
7. Enter and update additional patient details.
8. If a proxy needs to be added, select the plus sign (+) to add a proxy. A proxy is required if the patient has not reached the patient self-determination age. If the patient is an emancipated minor, the proxy becomes optional.
   1. Search for the existing person.
   2. If the person is found, select the person and complete information in Add Proxy, including relationship to patient. Select Add. Proxy demographics must be updated separately.
   3. If the person is not found, select Add new person. The Add Proxy dialog is displayed. Complete required prompts and select Add. If you are adding a proxy by selecting Add New Person, the proxy is added to the database as a person.
9. To send the patient a text or email to complete their registration information, select a registration link destination.

   Note:

   The phone number is displayed here for the patient if you select OK to send SMS text messages for the phone number. If the patient has a proxy, this information is also displayed.
10. After the patient information is populated, select Next. The MRN is generated and assigned to the patient. If a registration link destination is selected, a text or email is sent to the patient or proxy to complete the self-registration.