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Edit Patient Information - Other Tab  

The Other tab is visible on the Edit Patient Information window.

SS#: Social Security Number. Dashes are automatically added.

Date of First Visit: This field is usually updated automatically based on the first appointment or procedure status.

  • If the field is blank (no date of first visit), there are no completed procedures, and a new procedure is created (regardless of status), the date of the new procedure is automatically inserted. 
  • The date is updated when a procedure is set complete and no other completed procedures exist.
  • The date is updated if an appointment date is changed, the appointment is marked as 'New Patient', and there are no completed procedures yet.

If the date of first visit is manually entered, it will not be updated when an appointment date or procedure status changes. However, the date is always cleared when an appointment marked as "New Patient" is deleted and there are no completed procedures.

Student Status if Dependent Over 19 (for Ins): Choose a student status for the patient. Used for insurance Claims.

College Name: Enter the name of the college for the patient. Used for insurance claims.

Patient Clone information was removed in version 17.2. Instead see Patient Clone.


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