Enter Patient Contact Information

On the Contacts tab, it is important to indicate the responsible party and emergency contact for the patient; if you select "Other," be sure to enter as much information as possible.

Access Demographics Enter the first 2–3 letters of the patient's name or date of birth (mm/dd/yyyy) in the top navigation bar search box. Click to select the patient from the auto-populated results. The patient's Facesheet page opens. Click Demographics. The Demographics page opens.

Enter Contact Information Click the Contacts tab. The Contacts page opens. Click Edit. The Contacts editor opens. Responsible Party: Click to select who is financially responsible for the patient. Self: The name and information of the patient is auto-populated from the Profile page. Other: Click to select to indicate someone else is financially responsible for the patient. If selected, populate the following for the responsibility party: Relationship to the Contact Name Address Phone Email Emergency Contact: Click to select an emergency contact for the patient. Responsible Party: The emergency contact fields auto-populates with the information from the Responsible Party. Other: If selected, populate the following the for emergency contact: Relationship to the Contact Name Address Phone Email Click Save when finished.