Entering subject records

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To add new subjects to Otobase, use the Add Subject Records form. The form features automated formatting and pop-up lists to simplify data entry, and allows you to add a subject with a limited amount of initial data. After entering information about demographics, click on the Notes/Referrals tab to add additional details.

To open the Add Subject Records form, do one of the following:

From the Home Window, click on the New Subject button.
From the Subject List form, click on the New Subject button.
From the menu, select Subjects > New Subject.

The Add Subject Records form displays, ready for data entry.

Filling out all fields in the subject record may be more than someone seeing a subject for the first time is interested in doing. The minimum information needed for a new subject is the first and last name. All other information can be deferred, depending on the checklist assigned by the administratorCreating Checklists. If another subject in the database shares the first and last name, a list of potential duplicate records appears.

Related topics

Unlocking forms

Format On button

State List button

Entering Selected Identifier

Entering Universal ID

Assigning Providers and Clinical Groups

Designating primary Providers and Clinical Groups