Steps to Add a New Person
- Access the Person Tab
- Navigate to the person tab within the EHR system.
- Select 'New'
- Click on the 'New' button to open the new person pop-up box.
- Enter Personal Information
- Full First Name: Enter the person's full first name.
- Title: Optionally, include a title if available.
- First and Last Name: Enter the first and last name separately. You can also add a middle name and an alias.
- Date of Birth: Input the person's date of birth.
- Gender: Select their gender.
- Additional Identifiers
- Social Security Number
- Marital Status
- Medicare Number (if available)
- Medicaid Number (if applicable)
- Agency and Housing Information
- Select Agency: Choose the relevant agency.
- Assign to House: If the house is set up, assign the individual to a house.
- House Manager: Assign a house manager if one is in the system.
- Optional Information
- Sexual Orientation
- Pharmacy Information: Attach if a pharmacy is set up.
- Referral Name, External ID, Real ID
- Contact and Family Information
- Address and Phone Number: Fill in the individual's address and phone number.
- Family History: Link any family member with a relevant diagnosis.
- Service and Medical Information
- ISP Dates: Enter ISP start date, intake meeting date, ISP end date, service start date, and attendance date and time.
- Medical Conditions: Document medical conditions, blood type, diet, and medications administered at the day program.
- DNR Information: If applicable, indicate if there is a Do Not Resuscitate (DNR) order and attach the URL of the documentation.
- Additional Demographics
- Monitors and Baselines: Include ethnicity and race information (multiple races can be recorded).
- Account Information and Special Notes: Document any special notes.
- Finalize and Save
- Ensure the individual is marked as active. Select a referral source and document any behaviors or guardianship papers. Upload a photo if desired. Click 'Save' to finalize.
- Review and Edit
- After saving, you will be directed to the new person’s chart. To update any information, go to the 'Details' section and use the edit option (pencil icon).