Alexis,
A little piece of advice here. I wouldn't be in such a rush to get new people entered before the arrive. Not sure how long you have been open in small or solo practice, but everyone here will tell you about the high percentage of new patients that "No Show" on you.

Now there are two differing perspectives on this. We don't want to clutter our main database with all these rude people who will eventually mess up our data as AC gets more PM features. A long time ago I proposed if practial having the system create and keep, Temp patients with their own data and chart numbering system. Now you do have a "chart" to put messages and DNKA's to document what your interactions were with these people, just in case they try and pull a fast one on ya. If and when the patient does actually walk thru the door, wouldn't it be nice to simply hit a radio button that will then transfer that temp chart to the actual patient side and assign it the next sequencially correct chart number like it does now.

We have created a false patient as a work around, call New Patient, and we use that as a place holder for these new patient appointments. When that person actually walks thru the door to estblish, then we create them a demographics page and chart, and replace new patient's appointment in the schedule with the actual new patient.

But I really would love my concept because we have had some of our worse legal worries over these idiots who have the ER send us reports, they are on our patient list with their carrier and yet we can not for the life of us, get them to come in and establish. At some point if they don't get their @$$'s in, we call the carrier and have them removed from Nancy's list. We refuse to be "responsible" for someone who can't even bother to come in and have an establishing visit with our doc. Talk about non-compliance, right?

Good Luck,
Paul


"Beware of the Medical Industrial Complex"
"The Insurance Industry is a Legalized CARTEL"