From the Patients Window

Go to File > Patients

Open

Click on the +1 on the toolbar

Enter all of the relevant information for the patient and select OK

Open

The patient will now show in your list.

From the Clipboard

From the appointment book double click on the clipboard icon at the bottom left-hand side of the appointment book columns.

Click on the +1 on the toolbar

Enter all of the relevant information for the patient and select

The patient will now show in your list.

You can view a video guide using the link below:

https://www.youtube.com/watch?v=-BmMKIoQiUs

You can view a video guide using the link below:

https://www.youtube.com/watch?v=EPPNlSwmh3s

Please use the steps below to scan any paper document into the patients' file:

Click on the ‘Contacts’ tab of a patients file

Click on Scan  in the bottom right-hand corner

From the screen below select the scan type – if your document is only one page select ‘Single Page Scan’ and if it is more than 1 select ‘Multi-Page Scan’

From the screen below select the paper source from the drop-down (this is whether you will be using your flatbed or feeder) and choose the picture type – I would advise using Black and White as this will be a smaller file.

Click on Scan and you will see the screen below:

1. The date will automatically generate to the date you are scanning the item in. If you need to backdate this you can.

2. You will need to enter a description so that people can easily identify the document is.

3. The creator will automatically be set as the person who is logged in when the scanning is taking place.

4. The category will automatically set as the first in your list. To change the category click on the list button and select from your available categories.

You can view a video guide using the link below:

https://www.youtube.com/watch?v=aDc35cbizCg