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Primary & Secondary Tab - Birth Date & ID Information

Birth Date & Sex
Enter the guarantor's birthday and the age is automatically calculated. Along with the gender, this information can pull forward onto box 11 of the CMS 1500 form or boxes 13 & 14 on the ADA form. It may also display on other printed forms and notes. 

Social Security or ID
Enter Social Security numbers without dashes; MacPractice will auto-format this field. Offices may turn off the formatting by setting up localization preferences. With Canadian claim fields enabled, the ID field and expiration become available, along with Language. 

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    Leighton Heusinger

    I would explain how the boxes will auto format. I would also show the preferences for the social security box.