1.2.1 Entering a New Account/Family 

When a patient is not found in the database search, an account must be created for them and all subsequent family members.

Enter a New Account/Family

1. Open the Patient File module
2. Click on the New Family icon
3. Enter the patient information into the field
4. When you are finished, click the Save icon
   Note: Patient Marital status and birth date will affect insurance coverage defaults, so take the time to set them correctly.
5. Enter Postal Code with no spaces or hyphens. They will auto-populate when entering phone numbers
6. Activate the Student tick box to enable the School field