To enter a new patient, select New Patient from the Patients menu. The first and last name, and provider name are the only fields required to save a record.
Acct/ID# and SS#
These optional fields can be used to identify patients. If you use and enter account numbers or some form of social security numbers, you can search and sort the patient list by these fields. These fields can be customized in your Preferences with the Administrative logon.
Date of Birth
Enter a four digit year in DOB field, to ensure proper century. If the patient was born before 1950, Windows interprets a 2-digit year as being in 2000. For example, if you enter 30, it will be interpreted as 2030. The earliest date of birth that can be entered is January 1, 1900.
The DOB and Gender fields are used to track average age and gender of patients in the Quality Assessment Report.
Age
QuicDoc automatically calculates the age once you've entered a date of birth. The age will appear as you tab out of the DOB field.
Date of Initial Contact
This is used to track average time from initial contact to the patient's first appointment for the Quality Assessment Report.
Incident refers to separate treatment episodes. If a patient is discharged, and then returns to treatment at a later date, this is considered a new incident or episode of care. Each incident begins with an Intake and ends with a Discharge note.
To create a new incident, click Create New in the Patient Information window. You must have at least a documented Intake and Discharge note before you can create a new incident.
To allow another user access to your patient's records.
| • | Add a patient by selecting New Patient from the Patients menu, or select an existing patient and go to Edit Patient from the Patients menu. |
| • | Click the Access button on Personal Information tab on Patient Information window. |
| • | Click down arrow of the Add New field and select user name. |
| • | Click Add button. Name will appear in list box below. |
| • | Repeat to add other names for access. |
| • | Click Ok to Save. |
While entering a client in the Patient Information window, you can assign a default CPT code.
| • | Click the  button next to the Default CPT field for a pick list of codes. |
| • | Double click on a code number to select it, or highlight it and click the Select button. |
The default CPT code will appear in the Session Information section for all notes that you enter for the client. This eliminates having to enter a code each time you do a note. These codes can be changed at any time.
Additional Information
If you wish to enter additional information or setup user fields, click the button for Additional Information.