New Patient

To create a new patient record, you will access the screen shown below by clicking Create New Patient from the Risk Assessments Home screen.

This screen contains all fields as defined for the Patient Details screen (See Patient Details for more documentation).

Creating a New Patient Record:

Before you can begin any Risk Assessments on a patient, you must establish a Patient record in your local system.

Enter the patient's demographic information into the blank Patient Details screen. All fields marked with a green asterisk are required, and you must enter valid data into all those fields to create the record.

Your first step depends on whether the Patient already has a record established in the main PreViser system (i.e. they have been Risk Assessed in the past).

1. If the Patient has had a previous PreViser Risk Assessment:

You need to enter both the PreViser ID and the required fields.

If a patient is new to your practice, but has an established record in the PreViser system - if, for example, you receive a patient on referral from another practice - you may have that Patient's PreViser ID in their transferred records.

PreViser ID: This unique identifier is used to locate and store a Patient’s report history in the PreViser system, yet remain compliant with HIPAA privacy standards by keeping the information de-identified. This random 32-character ID is automatically generated by PreViser at the time the patient record is created and saved, and cannot be changed.

Enter the PreViser ID into the blank field, and complete the other required fields (marked with '*'), and click on the green "go" button.

If this PreViser ID is found in the PreViser system, the web service will return a list of all Treatment Option Plans associated with this patient. (If the PreViser ID is not found, the system will notify you and you may try again.) You can then complete the rest of the optional fields, which are stored only on your local computer.

2. If the Patient has not had a previous PreViser Risk Assessment:

You should enter the required fields only, not the PreViser ID.

Leave the PreViser ID field blank, and complete the required fields as described below, then click Save (either the green Save button or the "Save for Later" text in the upper right corner). The Patient Information will be stored in the data file and a new PreViser ID will be assigned automatically to the new patient.

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Patient Information Fields:

Privacy and security note: Remember, in keeping with HIPAA standards, all this individual's information remains on your computer, and is not part of the data transmitted over the Internet to generate a report. The PreViser ID is the only identifying tag accompanying the clinical data during the transmission.

First Name: Required.

Last Name: Required.

Your Patient ID (if any): Optional. Choose whatever ID you want for each patient (letters and/or numbers); you may change it at any time. This is simply how you want to identify each of your patients in your local records, in whatever format makes sense to you (for example, first initial and last name, or a patient number). The Patient ID must not exist in the system associated with another patient. For example, if Susie Jones’ Patient ID is “ susiej,” you cannot assign the same Patient ID to Susie Jackson.

Insurer: Required. Click the arrow to display the drop-down menu and select one choice to indicate the patient's primary insurance carrier, (from one of the carriers listed, or Other), or None if the patient has no insurance coverage.

Sex: Required. Select either Female or Male.

Date of Birth: Required. This should be in MM/DD/YYYY format. You can type in the numbers, or click on the calendar picker tool and click on the date in the calendar that pops up.

Phone: Optional.

Address: Optional.

City: Optional.

State: Optional. Select a state from the drop-down list of 50 US states.

Zip: Optional.

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To exit the page:

Save:
To save the information as it is displayed, click the green Save button, or the blue "Save for Later" text link. If all the required fields are completed, the record is created, a PreViser ID is generated, and you will return to the Home screen.

Cancel:
To exit the Patient Details page without saving any data you have entered, simply click the Cancel button or the blue "Delete" text link, and you will return to the Home screen. The new Patient record is not created.

Start a New Risk Assessment:
or or
After you have entered the required information, you may click either of the appropriate buttons for the type of Risk Asssessment you wish to start (either Perio or Caries or Oral Cancer). This automatically creates and saves the new Patient record and opens a new Risk Assessment wizard (data entry screen).

Related topics:
Create a New Patient Tutorial

Next Topic:
Patient Details