Copying Demographic Information

Automatically Copying Demographics

When a new patient is created and saved, a prompt appears asking "Is this patient the same person as the primary?" Selecting "Yes" transfers all demographic information that was entered into the Patient tab to the Primary tab.

There is also an option to have the information from the primary tab, when edited, automatically update onto the guarantor tabs. Set this up in Preferences, under Patient Ability, by checking "Automatically save address and phone changes" and "Automatically update names."

Copying Demographics Manually

To copy the information from the Primary tab to the Secondary, simply hold down the Option key on the keyboard and click the Secondary tab. Edit names and insurance information as needed.