Add a New Patient

How do I add a new patient?

Updated over a week ago

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.

Step 4 - Add Additional Insurance Policies

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