Adding a Patient from an Existing Person
If a person is already in your database, you can turn them into a patient by using Lookup and Existing Person button.
1. Select the Home menu.
2. Select Add under Patient. The Add Patient window displays.
3. On the Patient side of the window, click Lookup an Existing Person.
4. From the Lookup Person dialog box, enter the last name first name and click Search. The matching results display.
5. Highlight the desired person and click Select. The information for the selected person displays.
Note: If the person already exists as a patient, Cloud 9 displays a prompt informing you.
Note: For security purposes, you cannot delete a patient from the system; however, you can change the status of duplicate patients to “Inactive” from the Tracking Tab on Edit Patient.
6. On the Financially Responsible side, enter the required fields for Relationship, First Name, Last Name, if not already displayed.
7. Depending on your next task for the patient, select Schedule, Edit, or Close.