SANDI - Client & Patient Setup

The following instructions explain how to setup a new client or patient.


Video Training Link: SANDI - Client Patient Setup

SANDI Client & Patient Lookup/Addition

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  1. Select Reception 
  2. Select Registration
  3. Select Walk In Registration
  4. Search to ensure that the owner does not have an existing account. An owner should only have one account; therefore we must search for an existing account before we create a new account. Often someone other than the owner may be present with the patient. The patient must go on the owners account and not the other representative. 
    • Important: Do not create nor use accounts that contain multiple names for the client such as John & Mary Smith. Do not use a VADDS account.
    • Owners last name 
    • Owners last name/patient name 
    • Phone number
      • Phone with area code: 2173335300 
      • Partial phone number: 217333 
      • Phone without area code: 3335300 
    • If the owner account exists it will be displayed and you can either select Add Patient, if it does NOT exist, or select Register
    • If the owner account does NOT exist you can select the Add Client [Please search first]

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Adding a New Client and/or Patient

Note: Fields in red are required.

  1. Select the Add Client [Please search first] button and the Account Number will auto fill.
  2. Fill out the Client information. 
    • Tip: Be sure to tab through the field. 

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Adding a New Patient 

Note: Fields in red are required.

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