Integrated/ AiO Patient Creation
Generally speaking, AiO Patients will be created in the EHR, which will then create a linked Patient file within the billing software. All changes to Patient Demographics will be made in the EHR, which will then update the demographics within the billing software.
Adding a New Patient
NOTE: You can also add a new patient directly from the superbill screen when creating a new claim. The process is almost identical and you never have to leave the claim screen.
Step 1 - Navigate
Click on the New Patient option under the Patients drop-down menu.
Step 2 - Enter the Patient Demographics
Fill in the demographic fields and click SAVE. You will need to have some kind of address in the system to file a claim.
Pro Tip: You can enter just the street address and zip code, then click Validate Address to auto-fill the rest.
Step 3 - Enter Insurance Info
If there is no insurance, just click SELF PAY. Otherwise, you must choose insurance, Primary or Secondary, enter the member id, and then SAVE.
