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There are two ways to add your Patient information. You can click on Patients & Visits tab to access the Patients sub tab and either click the plus icon or click the New Patient Wizard icon .
Adding a Patient(s) To follow the New Patient Wizard , simply follow the instructions listed on each screen. If all the required data is not entered, an error message will appear indicating which field(s) need data before you can proceed to the next screen. Enter the appropriate information. Click Save.
If you choose to click the plus icon , the data fields for the Patient appear on screen. You can add more Patient records as needed. The Patient’s primary and secondary insurance information is to be entered in this section. Enter all applicable information and click Save.
ZipClaims auto-populates claim data fields using Patient information supplied for the selected Visit. |
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