Manual → Start Billing in 30 Minutes → Patient Quick Setup

Patient Quick Setup – Demographics

This step creates the patient record so you can bill.
For your first claim, you only need the Demographic screen.

Green fields are required.

Before You Start (Good to Know)

• The first letter auto-capitalizes
• You can tab through every field
• You can complete this screen without using the mouse
• Accuracy matters more than filling everything in

What to Enter (Demographic Tab)

Enter the following:

• Last Name / First Name
• Date of Birth
• Sex
• Assigned Provider
• Address
  • Enter ZIP code first
  • City and State auto-fill from the ZIP database
  • If multiple cities appear, click the three dots (…) and select the correct one
  • Your selection becomes the default next time
    
    Green fields must be filled before you can save.

What You Don’t Need to Touch

Patient Account Number

• AllMed PM assigns this automatically. You can change it later if needed.
• SSN
• Employment status
• Marital status
• Emergency contact
• Notes, files, scheduling, or history tabs

Save the Patient

Click Save once required fields are complete.

AllMed PM handles the rest.