Patient Management
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      Create a New Patient

      Need to create a new patient? Follow the steps below to get started!

       

      Creating a new Patient is simple in EZClaim!

      To open the patient screen, click on the 'Create Patient' button located on the home screen quick access tree or the 'Patient' button on the Home ribbon bar.

      The patient demographic screen will be shown, giving you the chance to enter all the necessary patient information.

        Tip: When you're entering the patient's address, simply input the first letter or two in the City ST Zip field.

        This will bring up the City/State/Zip Library, which automatically stores all previous entries (unless you've turned off this feature).

        You'll then see a drop-down list based on the characters you entered. Just select the appropriate option from the drop-down, and all three fields will be populated.

        The cursor will still be in the City ST Zip field. If you tab out of that field, the cursor will move down to the next required field, which is DOB.

        Note: Patients can also be created using a template to prefill data