Follow the next steps to search for an existing patient.

1.- Open the window Patient Registration.

2.- Click on the Search icon.

Existing patient search.

1. The system will open the Patient Search window; capture the name of the existing patient in the search box to start the search, once the record is found you have to select it.

Selecting the existing patient.

After finishing the steps listed above

You will have completed the search for an existing patient.

Congratulations!

Once you have filled out the patient general information form, continue filling out the contacts information form in the same window following the next steps:

1.- Click on the Contacts Information tab.

2.- Click on the Add icon (you can add one or more than one contact).

Adding contacts.

1. Enter the required information of the new contact and click on Save.

You can:

- Select the field **Copy demographics data*** if you want to choose as a contact a person who is already registered in the system (then capture the related Patient information) or if you want to choose the same patient who is being registered.

- Select the checkbox *Is guarantor?** if the contact will be person responsible of making medical decisions.

- Select the checkbox ** Is business guarantor?** if the contact will be person responsible for paying for services not covered by a carrier and is ultimately responsible for payment.

In order to be able to select the checkboxes "Is guarantor? and Is business guarantor?"; the checkbox option **The patient is also the guarantor** must be unchecked in the General Information tab.

Contacts information.

If you want to remove the information of an already added contact, click on the menu, click on the "Multiple selection" option, select the contact that you want to remove and click on the icon "Remove".

Removing contact information.

After finishing the steps listed above

You will have added contact information of a patient.

Congratulations!

3. Adding an insurance company

Once you have filled out the contacts information continue with capturing the information of the insurance companies in the same window, and follow the next steps:

- Click on the Insurance Companies tab.

- Click on the Add icon (you can add one or more than one company)

Adding an insurance company.

1.- Fill out the form with the required information of the insurance company, select the checkbox *Is policy holder* if the patient is the policy holder, otherwise uncheck the box and fill out the form *Policy Holder*.

Save the information.

Entering the insurance company information.

If you want to remove the information of an insurance company that is already added, open the contextual menu, choose the Multiple selection option, select the insurance company that you want to remove and click on the Remove icon.

Removing an insurance company.

After finishing the steps listed above

You will have captured the information of an insurance company.

Congratulations!