Creating a new Person or Patient record

You can create a new PersonEveryone entered into AmkaiOffice is considered a Person, regardless of their role. Persons can include patients, guarantors, policy holders, physicians, staff members, emergency contacts, etc. or PatientA Person in AmkaiOffice who has been assigned an Account Number. record from either the Scheduling module or the Demographics module, using the Person - Patient selection dialogPerson - Patient selection dialog.

Person vs. Patient Record

A Person record must be created for all Physicians, Staff, and other users. Persons are not assigned account numbers: only Patients receive account numbers. After creating a Person record in the MPI for a Physician or Staff member, you must create an entry for that individual in either the Physician Dictionary or Staff Dictionary (not both) in the System Administration module. Any Person who will be signing in to AmkaiOffice must also be added to the Passport Dictionary.

See Also

• Adding a new Physician
• Adding a new Staff member

Accessing the Person - Patient selection dialog

• From the Scheduling moduleFrom the Scheduling module
  1. 1. Open the Scheduling module.
     2. Do one of the following:

  Right-click an open time slot on the Scheduling Grid and click New Appointment. The Person - Patient Selection dialog appears. OR

  Click a time slot on the Scheduling Grid. From the Sheet Bar, under the Appointment heading, click New Appointment. The Person - Patient Selection dialog appears. OR

  Double-click a time slot on the Scheduling Grid. The Person - Patient Selection dialog appears.

   

• From the Demographics moduleFrom the Demographics module

  Open the Demographics module. The Person - Patient selection dialogPerson - Patient selection dialog appears.

  

Creating a new Person or Patient record:

1. Access the Person - Patient selection dialogPerson - Patient selection dialog. See Accessing the Person - Patient selection dialog above.

   

2. At the bottom right of the dialog, click New. The Demographics screenDemographics screen appears.

   

3. Your facility may set its own MandatoryMandatory fields are those which much be completed with valid information before an appointment is saved. Your Business Entity can designate these fields in Conflict Settings in the Administration Module. Mandatory fields are highlighted in red in the application. and SuggestedSuggested fields are those which should be completed with valid information. However, you can still save an appointment even if these fields are not satisfied. Your Business Entity can designate these fields in Conflict Settings in the Administration Module. Suggested fields are highlighted in yellow in the application. fields, but the only fields the application requires to create a new record are Last Name and First Name. Once you enter a name and save, a Person record is created.
4. Once you enter an account number, the Person record is converted to a Patient record.
5. Complete all Mandatory fields as designated by your facility.
6. Complete all Suggested fields if possible.
7. Click here for detailed instructions for completing the fields on the Demographics screen.

 

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