Computers in
the Medical Office
Chapter 4:
Entering Patient
Information
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How Patient Information
is Organized in Medisoft
Basic information about patients is
entered in the Patient/Guarantor dialog
box
Selecting Patients/Guarantors and Cases
on the Lists menu displays the Patient
List dialog box
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The Patient List Dialog Box
Patient Information
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Case Information
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Entering a New Patient
Click the New Patient button in the
Patient List dialog box
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Entering a New Patient
Patient/Guarantor
dialog box
Name, Address tab
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Creating a Chart Number
Must be eight characters in length
No special characters such as hyphens,
periods, or spaces
No two chart numbers can be the same
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Entering a New Patient
Patient/Guarantor
dialog box
Other Information tab
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Entering a New Patient
 The Type field
indicates whether an
individual is a patient
or guarantor
 Guarantor is selected
if the person
responsible for
payment on the
patient’s account is
not a patient of the
practice
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Medisoft’s Search Features
Searching for information is
accomplished using one of the two
search features:
Search For and Field boxes
Locate button
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Medisoft’s Search Features
The Search For and Field boxes are
found at the top of many dialog boxes
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Medisoft’s Search Features
The text to be searched for is entered in
the Search For box
The selection in the Field box determines
which data field should be searched
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Medisoft’s Search Features
The Locate buttons are used to display
the Locate dialog box.
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Medisoft’s Search Features
The text to be searched for is entered in
the Field Value box
The Search Type options specify the
guidelines for the search
The Fields box controls the data field
that is searched
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Editing Patient Information
Search for patient
Use Edit button to display dialog box
Make necessary changes
Save changes
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