How to Automatically Assign Patient IDs

Sensei Cloud gives you the option to have Patient IDs automatically assigned to patients whenever you create a Patient Record or make changes to an existing Patient Record that does not have an ID assigned.

To take advantage of this feature, you simply have to enable the setting under your Practice Settings.

To automatically assign Patient IDs:

1. From the Administration tab, select Practice Settings > General.
2. Click Edit General Settings.
3. Navigate to the Patient Record section.
   
4. Next to Auto Assign Patient ID, select Yes.
5. Click Save.

When this setting is enabled, a Patient ID is automatically generated when you create a new record or edit and save an existing record that did not have an ID assigned.

Note: If your practice prefers to define your own Patient IDs, this is still an option and you can leave the Auto Assign Patient ID setting as No.

See How to Define a Patient ID for more information.