Operation Manual

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100

Adding Healthcare Providers in Create New Person

Healthcare providers information can be added to a new person using the

Create New Person—Healthcare

Providers dialog box.

Click My Data

on the

Main Menu

window.

❍

If you are the only person for whom data is entered in the

The

My Data

window opens with your information displayed.

Click Add Person

on the toolbar to open the

Create New Person dialog box.

❍

If more than one person's information is entered in the

The

Select Person dialog box opens.

Click Create New

to open the

Create New Person dialog box.

From the left navigation panel, select the

Healthcare Providers

option.

Note:

The

Create New Person

dialog box opens to the personal information option. You must complete the

required fields (First Name, Last Name, Date of Birth

) in the

Create New Person—Personal Information

dialog box to be able to access the other left navigation panel options.

To add an existing healthcare provider to the new person:

In the

Create New Person—Healthcare Providers dialog box, click Add

to open the

Select

Healthcare Providers dialog box.

Select the healthcare provider you want to add in one of two ways:

■ Double

click the provider, or

■

Click to highlight the provider, and click

To add a new healthcare provider to the new person:

In the

Create New Person—Healthcare Providers dialog box, click Add

to open the

Select

Healthcare Providers dialog box.

Click Create New

to open the

Create New Healthcare Provider dialog box.

Make the appropriate entries in the fields in the dialog box.

Click OK

to save the information and add the new healthcare provider to the new person.

Click OK

on the

Create New Person—Healthcare Providers dialog box to close the dialog box, or

Select another option on the

Create New Person

left navigation bar to add more information about the

person.