...
In the Label drop down there are 7 different colored labels that you can use to classify patients. Many offices use this as a quick indicator for insurance type, collection status, emergency cases, etc. The label names can be updated to fit your needs within Preferences > Labels.
To assign a label to a patient, select their name within the sidebar, then simply select the label color within the drop down menu.
...
There are a few methods for finding patient's within MacPractice, including the Patient Selector and Find function. In addition to those options a user can do a quick search of a Patient's Name or Account Number by using the Search Bar.
...
For more information on searching/navigating the Patient Sidebar, visit our tutorial HERE.
...
Default Record
When creating a new patient or account, the information listed in the Default record in the Patients sidebar will be added to the new record.
...
For easy searching, show New Patients (patients without charges) and Archived Patients in the sidebar by setting up these Preferences.
...
Adding a New Patient
Create a new patient (as opposed to a new account) when the party that will be financially responsible for the patient is already in the database. Select an existing member of the account in the sidebar, then click the plus button. An alert with three options: "Cancel", "New Account", "New Patient" appears; to add a new patient to the existing account, click the "New Patient" button.
...
If you wish to remove a patient from your Patients list, you can archive or delete them. Archived and deleted patients can always be retrieved at a later date.
To archive a patient, select their name in the sidebar, then click the red minus button in the upper left corner of the MacPractice window. Depending on the state of the selected account, MacPractice may or may not allow the patient to be archived/Deleted.
For a bit more information, take a look at our solutions article, HERE.
Archived Node
This node will display a list of patients that have been archived. If you do not see this in your sidebar, you can turn it on by going to Preferences > Patient > Misc. tab
...
New Patient Node
The New Patients node displays patients who have no transactions within their ledger. If you do not see this in your sidebar, you can turn it on by going to Preferences > Patient > Misc. tab
...
All forms within this node will display forms that were activated in the References.
For more information, visit our solution article, HERE.
...
Note Templates Node
The Note Templates node works similarly to the Forms field, however these templates were created within the Notes ability. You can drag and drop a single patient or group of patients onto a note, and print out the note for the patient.
More information can be found HERE.
...