12/19/2023 by Brendon Welch

New Patient Registration

Written By: Brendon Welch

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Difficulty

Moderate

Steps

Time Required

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Introduction

The Add Individual tool allows you to enter new patients into Penelope. Before adding a new patient to Penelope, you must search for the patient to see if they already have a profile in the system.

Step 1 New Patient Registration

You must always search for a patient before creating a new record to prevent creating duplicate patient records.

You must always search for a patient before creating a new record to prevent creating duplicate patient records.
From the My Home page:
Click Search

Step 2

Enter the Patient's Last Name or First Name

Enter the Patient's Last Name or First Name
Press Enter on your keyboard or click Go
The system will indicate if there is a matching patient in the results list. If a result appears, try to verify the patient information.
If a result appears:
Verify the Patient Information
If no matching record was found:
Click Individual

Step 3

Enter the Patient's First / Last Name, Gender and Date of Birth

Click Add
Enter the Patient's First / Last Name, Gender and Date of Birth
When entering information, use the TAB key on your keyboard to quickly navigate fields.
Select your appropriate Site
Enter any potential Safety Concerns
Enter any potential Financial Concerns
The system will display a Duplicate warning if it finds a record with the same information.

Step 4

Enter the Patient's Address
Indicate if the Patient Speaks English and their preferred Language
Enter the Patient's Phone Number and Email
If the patient does not have a phone number, enter (000)000-0000.
If the patient does not have an email address, enter none@queenscare.org.
Enter any necessary Communication Instructions
Scroll Down

Step 5

Even if the patient did not provide an email address, you must select their email communication preferences.

Even if the patient did not provide an email address, you must select their email communication preferences.
Select the Patient's Email
If no email was provided, select none@queenscare.org
Select the Email Preferences
Click Next