You can save address information for your prospects in the patient records.
- Locate your desired patient record by utilizing the Global Search Bar. Type in the name of the patient and select the result.
- Select Addresses from the left panel.
- Select Add Address.
- Input your desired Address Name.
- Next, select your desired Address Type from the drop-down.
- Important
Only addresses set up as Billing will be transferred to the Kipu EMR.
- Important
- Next, select the corresponding Address Status.
- Enter an effective date that this address will become active in the system. New address records will default to the current date.
- Next, fill out the Country, State or Province, City, Address Line 1, Address Line 2, Zip/Postal Code, and County accordingly.
- Note
Inserting a valid zip code will trigger the state and city fields to auto-populate to the corresponding location.
- Note
- Select Save Changes.
- Next, the Verify Address Information modal will appear. Select Accept Changes to auto-populate the official address.
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Once the address record is saved, it will appear as follows.