Setting up patient types

Created by Jessica Colaw
Last updated: Sep 09, 2020 by Lauren Ipsum

Viewing the list of patient types

  1. Click the Setup button on the main toolbar.
  2. Click Patient types. 

Creating new patient types

  1. Click the Setup button on the main toolbar.

  2. Click Patient types.
  3. Click CREATE NEW.
  4. In the Create Patient type dialog box, enter new patient type.
  5. Click CREATE

Edit a patient type

  1. Click the Setup button on the main toolbar.

  2. Click Patient types.

  3. In the Patient types panel, click on the desired patient type, and do one of the following:

    1. Double-click.

    2. Click EDIT DETAILS.

  4. In the Patient type dialog box, make adjustments as needed, and click UPDATE.

Deactivating a patient type

  1. Click the Setup button on the main toolbar.

  2. Click Patient types.

  3. In the Patient types panel, click on the desired patient type, and do one of the following:

    1. Double-click. 

    2. Click  EDIT DETAILS

  4. In the Patient types dialog box, un-check the Active check box, and click UPDATE.