ANichols updated Patient Registration Tab - Manual Patient Entry

content/functions/patient-registration/patient-registration-tab-manual-patient-entry.md

@@ -1,70 +1,38 @@
 ---
 id: '1GA6KzM8KPyzphmOk3kccJLGA7D0gkzzRLHjVrhVIZo0'
 title: 'Patient Registration Tab - Manual Patient Entry'
-date: '2024-12-09T16:00:22.409Z'
-version: 130
-lastAuthor: 'janderson'
+date: '2025-02-26T19:10:11.785Z'
+version: 142
+lastAuthor: 'anichols'
 mimeType: 'text/x-markdown'
 links:
   - 'https://mie.talentlms.com/shared/start/key:AOLHRKMF'
 source: 'https://drive.google.com/open?id=1GA6KzM8KPyzphmOk3kccJLGA7D0gkzzRLHjVrhVIZo0'
 wikigdrive: '0008bcbb1563384efe0a28ada6f97e9432e65f10'
 ---
-## Manual Patient Registration
+Patient or Employee charts can be manually registered into the system.
 
-Click the *E-Chart* tab from the left sidebar menu.
+To do this, click the *E-Chart* tab from the left sidebar menu then find and click *Patient Registration* tab at the top.
 
-Click *Patient Registration* tab at the top.
+**The required 4 fields are Last Name, First Name, Birthdate, and Organization** in order to manually register a chart into the system.  The other fields offered are optional.
 
-![](../patient-registration-tab-manual-patient-entry.assets/4f6194dc772fdc22cf684d5245f19902.png)
+![](../patient-registration-tab-manual-patient-entry.assets/808864a22451d1386dcdacea56d19046.png)
 
-Enter last name, first name, middle name, birthdate, email, SSN and organization, then click *Add New* at the bottom.
+While entering at least the required fields, the system will do a preliminary search and see if the patient exists after typing in the Last Name and First Name. If the system preliminarily finds a close match of existing charts based on the fields you entered, it will show those possible **Matching Charts** in a red section. These are possible matches of patients already entered in your system. You may want to double check that the patient already exists in {{% system-name %}} from this search result. This helps eliminate entering duplicate charts from being registered into the system.
 
-The system will search and see if the patient exists after typing in the Last Name and First Name. If it finds a close match from the fields you entered, it will show those matches in red. These are possible matches of patients already entered in your system. You may want to double check that the patient already exists in {{% system-name %}} from this search result. This helps eliminate entering duplicate patients.
+![](../patient-registration-tab-manual-patient-entry.assets/7a928c4e35445691163fca6d02aaedb2.png)
 
-![](../patient-registration-tab-manual-patient-entry.assets/abd1f90fd4acd2709225ac05069e050a.png)
+If a possible Matching Chart is indeed the one to use and not register a new/duplicate one, simply select an existing patient record from the list of matching patients on the screen.
 
-It will then give you a choice of either selecting an existing patient record from the list of matching patients or continuing on with the registration/adding process for the patient and information you entered.
+Otherwise, continue on with the registration/adding process for the patient chart wanting to register and then click the *Add New* button to add the patient chart to the system.
 
-If the patient you are entering pops up as a match and is already in the system, simply click on that matching patient's MR # and it will take you to their chart. Or simply get out of the module by clicking on any tab.
+**NOTE:** if you are a user who is ‘restricted by partition' and you attempt to register a chart to an organization whose partition is restricted, you will not be able to manually register the chart.  You must have permission to the partition that the organization is set to register patient charts to, in order to successfully register patient charts to the system.
 
-If the patient you are entering is not the same as any of the matching patients it is rating, then click Add New adding the patient ( *name )*. This will then let you continue to enter this patient manually into the system.
+![](../patient-registration-tab-manual-patient-entry.assets/f9dfcb730582b8c41d418407c4561057.png)
 
-If your patient does not appear as a possible match, then it will take you right to the registration screen.
+If the patient chart has successfully been registered to the system, you will be advanced into the chart to the *Demographics* chart tab, where you can further enter demographic information in sections.
 
-If you clicked Add New adding the Patient ( *name* ): then it will take you to the registration screen.
-
-All this information populates the *Demographics* tab of the patient's chart. Click the gray bar for Demographic Information to open the section and continue adding additional demographic information.
-
-Fill out the registration screen fields.
-
-![](../patient-registration-tab-manual-patient-entry.assets/1b12b60e4298cb29b10196b2a17af523.png)
-
-**The required fields are Last Name, First Name, and Birthdate**.
-
-Title field is for example: Mr, Mrs, etc.
-
-Suffix field is for example: Jr, III, Sr. etc.
-
-Note: Country field is first to populate for address in order to help with a Postal Code field. The Country field (in the patient registration screen) for the patient's address and their employer Country field is set to ‘United States' by default when a user preference for the default location has not been set by the logged in user. The Default Country can also be set system wide via a system setting.
-
-![](../patient-registration-tab-manual-patient-entry.assets/cbdfffaf5e5c3fd20b7a5654ddb6713b.png)
-
-Upon keying in the postal code field, the system will auto-populate the county and city and state for you in the remaining fields. The Postal Code field will accommodate international postal codes and display as they are entered without auto-formatting.
-
-Note: There is a system setting to allow for international province/state selection. If system setting *US States Only* is disabled (value 0) then when the Country is selected, the State/Province field will populate a dropdown of options that coincide with the Country selected.
-
-![](../patient-registration-tab-manual-patient-entry.assets/bc697fa6633306ff7df856a80272f98d.png)
-
-Your practice may be set up to have a check-box on the registration screen named **Exclude from patient quality care.** Check-mark this if you are entering a test patient or a fake patient to your system. If you checkmark this box, it will exclude that patient from any report data, etc. This is to be check-marked for fake or test patients only in your system.
-
-Click *SAVE* button at the bottom when done registering the patient in {{% system-name %}} .
-
-It then refreshes the screen back to the *Patient Demographics* screen for this new registered patient.
-
-It has also assigned a Medical Record number (account number) for the patient you manually registered.
-
-Manual Registration in {{% system-name %}} shows this patient in {{% system-name %}} only. It will not merge/appear in any other practice management system that your company uses (example: Medical Manager, Experior, Medic, etc.) or interfaces with.
+![](../patient-registration-tab-manual-patient-entry.assets/dcf1fb870188af57764151b43f818eb3.png)
 
 ## Learning Management System