Patient Relationship to the Account

The Patient Relationship is use to control what if anything needs to be entered for the account on this form.  If the relationship is 'self', then the patient is the account.  The patient (and therefore the account) information was just entered on the New Patient form.  If the relationship is not 'self', then the account can be:

When a new patient is being added, the relationship defaults to "Self".  If, at the time of data entry, the patient is less than 18 years old, you will receive a message telling you to verify the patients relationship to the account holder.

Import Patient Information

If the patient information is imported, all of the data fields on the form will be populated from the New Patient form.  The user should new override the fields that need to be changed.  For example, if the account is the patient's spouse and the patient date is imported, then the user will need to change the accounts first name, date of birth, social security number, sex, etc.  However, all of the rest of the information is 'clean' and 'correct'.

Select Account

If the account is also the account holder form another patient, then the Account Lookup will be presented and the user can select an account from a list of previously entered accounts.

Patient No

Number assigned to the patient by the practice.  This number may be system generated from a 'seed' number in Practice Maintenance.

Chart No

Chart Number.

Soc Sec No

Social Security Number

Med Rec No

Medical Record Number from the hospital

Title

Title (Mr, Ms, Mrs, etc.)

Salutation

Indicates how letters to the patient will be addressed (Dear Salutation....)  Values are:

First/M/Last

Name entered in First, Middle and Last sequence

Nickname

NickName.  Will default from patient fiest name

Generation

Generation (Jr., Sr., etc.)

Degree

Degree (MD, CRNA, Phd, etc.)

Address

Address consisting of:

The tab order will skip from Street Address (Add'l) to the Postal Code.  The Postal Code lookup will complete the City and State.  In addition, the Postal Code lookup will default the Area Code of the telephone numbers if the Area Code is defined in Postal Code Maintenance.

Country

A foreign country may be entered if needed.  The cursor will, by default, skip this field.  To enter a country, Shift+Tab to back up to the field to enter the country.

NOTE:  Canadian mail is addressed like US Mail:  City, State (Province Code) and Postal Code.  Therefore, it is entered into MedSuite with the Postal Code, City, Province (AB for Alberta, ON for Ontario, etc). and then Canada can be typed into the Country field.  

Home

Home telehone number.

Fax

Fax telephone number

Work

Work telephone number

Other

Other telephone number

Mobile

Mobile telephone number

Pager

Pager telephone number

E-Mail

E-Mail address

Birth

Date of Birth.  See date field definition for use of two/four digit years.

Death

Date of Death.  See date field definition for use of two/four digit years.

Sex

Sex (Male, Female, Unknown)

Marital Status

Marital Status (Married, Single, Widowed, etc.)

Employer (Lookup Field)

Employer can be selected from Employer lookup.

Employer (Text Field)

Employer Name can be keyed in

ID

ID assigned to employee by the Employer may be entered

Status

Employment Status (Full-Time, Part-Time, Retired, etc.)

Date

Date Status was changed (employment date if employed, retirement date if retired, etc.)

Occupation

Occupation name/description

Memo

An account memo may be entered

Imaging

A image may be scanned and attached to this account

Save

Save changes to the database

Cancel

Close the form and do not save the changes (if any)