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this webinar is going to be reviewing setting up patients responsible party and policyholder you will be able to access your person list by going up to list and then person or you can just choose your person icon from your toolbar once youve went into the person list you will have the option to pick a new person if you need to create a new person and it will allow you to edit and view a current patient you can delete a patient as long as no histories been attached you can create a report of all of your active or inactive patients and then we can go ahead and close out of here the first thing were gonna do is go ahead and go up to file and preferences and then were gonna go ahead and go to the patient tab this is going to be an area where were setting up some default selections for the way that we want information to be set up in the first option here for the use auto patient numbering this is where you would want to determine if you would like to create patient ID numbers or if you