1. New Patients

• 1.1 How to Create a New Patient
• 1.2 Add a New Insurance for a Patient
• 1.3 Pulling Benefits Electronically for Medical Payers
• 1.4 How to Enter Benefit Authorization for Vision Insurance
• 1.5 How to Upload External Documents into the Patient Record
• 1.6 How do I Add Additional Race and Ethnicity Information for a Patient?
• 1.7 How to Inactivate and Re-Activate a Patient Record