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adding and maintaining patient records is one of the primary tasks youll be performing a practice manager to begin we will start with the patients account number every patient has a unique account number by which that patients information is tracked throughout the entire system from the account number field you essentially have three options you can create a new patient account look up an existing patient or activate a patient who is added via the appointment system and as a temporary account number now lets start by creating an account number for a new patient record to do this simply type the letter A and then press Enter this tells the system to use the next available account number for this new patient after typing a and enter all in the fields of the patient screen will open allowing you to enter the new patients information in some instances however you may need to look up an existing patients account to do this click on the magnifying glass icon this will bring up a search bo