Create Patient From Patient Search

Select a portal version to see the applicable Create Patient Help. Portal version is in the upper-right corner of every Help page.

- Portal Versions 4.5.0 and 4.5.1
- Next Portal Major Release

Portal Versions 4.5.0 and 4.5.1

Complete the following steps to Create Patient from the Patient Search path:

  1. Select Search > Patient and perform a Patient Archive Search.
  2. If the patient is not found, select Create Patient (otherwise, select the patient). The Find Patient dialog box opens within the Create Patient dialog box.
  3. Enter patient information according to the guidance in the Find Patient dialog box.
  4. Select Search. The system performs patient verification against the patient repository to identify existing patient profiles that match on at least four of the demographics or are similar to the patient information you entered.
  5. If an existing profile is found for the patient, Select it to continue.
  6. If existing patients with similar demographics are found, select View Patients with Similar DemographicsSelect the patient, if listed.
  7. If no patient matches are returned, select Click to create a new patient. The Create/Edit Patient dialog box opens.
  8. Enter the patient's demographic information. Be sure the data entered is accurate. Patient demographic information cannot be changed after saving the patient record. Note: You must select Country to enable State/Province.
  9. Select Save. A confirmation message is displayed.
  10. Select OK. You return to the Patient Search page and the new patient record is displayed.

Next Portal Major Release

Complete the following steps to Create Patient from the Patient Search path:

  1. Select Search > Patient and perform a Patient Archive or Global Search.
  2. If the patient is not found, select Create Patient (otherwise, select the patient). The Create Patient dialog box opens.
  3. Enter patient demographics following the guidance in the dialog box.
    • The following patient demographics are required or conditionally required:
      • First Name (required)
      • Last Name (required)
      • DOB (date of birth) (required)
      • Gender (required)
      • Either SSN, Phone Number, or Zip Code (one is required)
    • You must select Country to enable State/Province
  4. Select Save.
    • If no exact or similar patient record matches are found, a confirmation message is displayed. Select OK.
    • If the combination of required and conditionally required demographics you entered matches an existing similar patient record, the Create Patient dialog box opens and the system displays the patient records found with similar demographics. You can either Select a patient with similar demographics, go Back to the Create Patient dialog box where you entered demographics, Cancel the Create Patient process, or Continue Save to Create Patient. If you Continue Save, a confirmation message is displayed. Select OK.
    • If the combination of required and conditionally required demographics you entered matches an existing exact patient record, the Create Patient dialog box opens and the system displays the matching existing patient record. You cannot create a patient. You can either Select the existing patient, go Back to the Create Patient dialog box where you entered demographics, or Cancel the Create Patient process. 
    • If the combination of required and conditionally required demographics you entered matches an existing exact patient record and existing similar patient records, you can either Select the existing patient or one with similar demographics, go Back to the Create Patient dialog box where you entered demographics, or Cancel the Create Patient process.

When you exit the Create Patient feature, you return to the Patient Search page. If you created a new patient record or selected an existing or similar patient, the patient record is displayed.

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