PATIENT MANAGEMENT PROGRAM
Fill in the required information.
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Phone Numbers
The phone number area will hold up to four phone numbers. Choose the type of phone number that
you are adding by clicking the down arrow and selecting the type from the list. Use the radio button
to select the Priority phone number that will be visible on reports and summary screens.
Referrals
Referral Method offers a drop-down list that is hard coded and cannot be edited as it populates the
annual Statistical Report (Ontario only). This field will offer you the method by which your patient
chose your clinic. Referred By offers you a Patient button which allows you to select the referring
patient. A drop-down list is also available with referral options that you can customize under the
Setup menu, Referrals.
Related Patients
Related Patients will allow you to link family members or multiple files for the same patient so that
payments can be made for all outstanding accounts. Double click on each patient you wish to relate.
Click Continue. Do not add the patient whose file you are in to the related selection.
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Contact Information
Select these options for reminders or no contact.
Flags
Flags are single digits or letters used to indicate something meanin vgV