Create New Patient Record

Although a user create a new Patient Record using this module, typically, Patient Records are available in MaximEyes® SQL via a synchronization with a practice management program, such as MaximEyes® Practice Management System (PMS).

Note: A Patient Record created from within MaximEyes SQL cannot be transferred back to a practice management system.

For an overview of the New Patient Record window and the data it contains, click here.

• Step-by-step
• After saving a new Patient Record
• Related topics

Step-by-step

1. To create a new patient record, do one of the following:
   
   
   • Click New Patient in the Shortcuts list.
   • Select New Patient from the Common Tasks menu.
   • Open the Find Patient window and click the New Patient button on the Main toolbar.
   • Open the View Patient window and click the New button on the Main toolbar.
2. The New Patient Record window displays in the Contents Pane.
   
   
   • The cursor is in the Last Name field of the Patient Details tab.
   • Required fields are marked with a red asterisk. *
   • The Open Windows list displays New Patient Record.

3. Enter the patient data, using the Tab key or mouse to move between fields.
4. To save the entered data, click the Save button on the Main toolbar.
5. To close the New Patient Record window without creating a new patient record, click the Cancel button on the Main toolbar.

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After saving a New Patient Record

The Contents Pane updates to display the View Patient Record window for the newly-created patient.

• MaximEyes® SQL automatically generates the new Patient ID number.
• The View Patient Record window displays a toolbar at the top of the window that includes a Rolodex and buttons for common tasks. For more information, click here.
• The Task Manager Bar displays in the Status Bar at the bottom of the window. For more information, click here.

1. Click the Phone Sheet tab to add patient-specific notes (phone conversation, general information, etc.). For more information, click here.
2. Click the Electronic Files tab to import or scan electronic files into the patient record. For more information, click here.
3. To close the View Patient Record window, click the Close button on the Main toolbar.

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Related topics

• About New Patient Record
• Find Patient Record
• View Patient Record
• Edit Patient Record
• Phone Sheet
• Electronic Files

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