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  • ActiveCA Manual — Revised 2/9/26

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How do I process a new patient?

First steps:

  1. 1.Stand and greet the patient warmly by name as they arrive.
  2. 2.Have the patient sign the Sign-In Sheet (parent or guardian signs for a minor).
  3. 3.Mark the Appointment Book by coloring the box red to the left of the name.
  4. 4.Copy the patient's photo ID; for minors, copy the parent's ID and any guardianship papers if the parent is not present.

Source: CA Manual · New Patient Process · pp. 8–11

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