Adding Patients
The Add Patient functionality is used to add patients, including:
• New Patients and Responsible Party
• Siblings of a current or previous patient
• Adult patients
• Existing persons in Cloud 9 who become a patient
To add a patient click Home> Add (under patient header)
The screen is divided into two components: Patient (left-hand side) and Financially Responsible
(right-hand side).
Adding a New Patient and Responsible Party
1. Select the Home menu.
2. Select Add under Patient. The Add Patient window displays. 17
3. Enter the required fields for: - Patient: First Name, Last Name, Orthodontist, Location - Financially Responsible: Relationship, First Name, Last Name
4. Enter any additional information. Note: If the patient lives with the responsible party, click Sharing Options in the Addresses section and select Share Address. 5. Depending on your next task for the patient, select Schedule, Edit, or Close.
Adding a Sibling of a Current or Previous Patient
When adding a sibling of a current or previous patient, start entering information on the financially responsible (right side) of the Add Patient window. Since the financially responsible party is already in your database, you can look them up and all information is entered automatically.
1. Select the Home menu.
2. Select Add under Patient. The Add Patient window displays.
3. On the Financially Responsible side of the window, click Lookup an Existing Responsible Party.
4. From the Lookup Person box, enter the last name first name and click Search. The matching results display.
5. Select the appropriate responsible party and click Select. The financially responsible party’s information displays. Note: If you change any information in this window, such as address or contacts, this information for all related patients is updated with the change. Make sure you have the correct individual before changing any modifiable information. 18
6. Complete the Patient side of the window. Note: Since there are people related to the added patient, all related people display in a dialog box.
7. Depending on your next task for the patient, select Schedule, Edit, or Close.
Adding an Adult Patient
1. Select the Home menu.
2. Select Add under Patient. The Add Patient window displays.
3. On the Patient side, enter patient data, including the required fields: First Name, Last Name, Orthodontist, Location.
4. On the Financially Responsible side, select Self from the Relationship Type dropdown box. The information from the patient side automatically displays.
5. Depending on your next task for the patient, select Schedule, Edit, or Close.