Last, First, and Middle Name

First and Last names are the only required fields when creating a new patient record. Use the Patient Ability preferences for duplicate patients to have MacPractice check for matching entries as data is entered.

The selected patient will display at the top of the MacPractice window as you navigate throughout different abilities.

The Patient's Name will pull into Box 2 of the CMS Claim Form, Box 20 on the ADA Claim Form, and the Part 1 - Patient area of the CDA Claim Forms. This will also pull into Box 8b and Box 38 on the UB Claim Form.

Prefix and Suffix

These fields will be used if the Patient happens to have a Prefix or Suffix within their name. These fields are both optional.

Unless customized to do so, the Patient's Prefix or Suffix will not pull onto the CMS, ADA or CDA Claim Forms.

Maiden Name

This field can be used to indicate a secondary legal name the Patient may have/had. This field does not pull onto CMS, ADA, CDA, or UB Claim Forms unless customized to do so.

Nickname

Use this field to indicate a preferred name for the Guarantor, or a shortened version of the name they goes by. This field is also optional.

This information does not show up on claims, but a pull field can be added to any Form or Template. The schedule can also be setup to display this name on an appointment as well. Find more information about that, HERE.

Street Address and Suite/Apt Number

*Canadian Claim Fields Checked: City/Town, Province, Postal Code*

Enter the Patient's address within this area. This may be different than the Guarantor's on the Primary/Secondary tabs.

The Address information will pull into Box 5 on the CMS Claim Form, Box 20 on the ADA Claim Form, and the Part 1 - Patient area of the CDA Claim Form. This will also pull into Box 9a and Box 38 on the UB Claim Form.

City, State, and Zip

If the Zip Code exists in the City State Zip Reference, entering the zip onto the Patient tab will automatically fill in City and State fields.

The City, State, and Zip Code information will pull into Box 5 on the CMS Claim Form, Box 20 on the ADA Claim Form, and the Part 1 - Patient area of the CDA Claim Form. This information will also pull into Boxes 9b-9d and Box 38 on the UB Claim Form.

Country

The Country field is designed for addresses outside of The United States. If the address is in the USA, US Territories, or Canada, this box should remain blank. This is especially important when working with eClaims, as incorrect codes will cause a rejection.

Email Address

This is where the most reliable Email Address for the Patient should be entered. Use this data to generate lists of patient emails for exporting. This is also used for sending patient appointment reminders through AutoRemind.

Phone Numbers

Enter up to three contact numbers per Guarantor. Enter the Phone Number without dashes; MacPractice will auto-format based on the format you have selected Preferences > Localization. For international offices, visit the Localization Preference and change the Phone Format menu to "International".

Setting up the phone order in the Default Patient record is an important step for an office. The types of numbers can be set to Home Phone, Work Phone, Mobile Phone, or Other Phone.

On the CMS Claim Form, Box 5 will populate with the first listed phone number set to the "Home" phone type. This information does not populate on the ADA, CDA, and UB Claim Forms unless customized to do so.

Ext.

The Extension field can use letters as well as numbers and is an ideal place to enter quick notes like "call first." The extension number/note will not pull onto any of the claim forms.

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