Checking in a Patient

Version 20.18

This documentation applies to On-Premise and Cloud Practices that have been updated to OP 21.0 If your Practice has not yet been updated to 21.0, refer to the documentation located in the Version 20.18 tab above. To check your OP version, go to Help tab > About and refer to the Build Number field.

Path: Clinical, Practice Management, or Billing tab > Schedule button > Calendar radio button

About

A complete patient check-in process includes:

Getting into the habit of doing this for every patient, at every appointment ensures that the patient's information in OP is up to date. 

Verifying Patient Demographics

  1. Access the Calendar window by following the path above.
  2. Click the patient's appointment to select it.
  3. Click the Patient Chart button in the Clinical, Practice Management, or Billing tab.
  4. Click Basic Information to verify the patient’s Demographic information, and make edits if necessary.
  5. (Optional) If edits were made to the patient's demographics, click the Save button.

Verifying Family Contacts

  1. In the Patient Chart, click Family Contacts and verify the contact information. To add a contact, see Adding Contacts to a Patient's Chart.

Verifying Insurance Information

  1. Click Insurance and verify the insurance information and the Patient Responsibility Guarantor. To add insurance, see Create a New Insurance Record.

  1. Click the button to close the Patient Chart.

Marking the Patient as Checked-In and Collect a Copay

  1. On the Calendar window, double-click to open the Add/Edit Appointment window.
  2. Click the Presenter drop-down and select the presenter from the list.
  3. Click the Visit Status drop-down and select a status from the list. Once a Visit Status is selected the Arrival time will update.

  1. If a co-pay is collected for this visit, see Enter a Copay. Once the copay is entered, the appointment is updated with a CoPaid indicator.

  1. Click the Save button.
Version 20.17
Path: Clinical, Practice Management, or Billing tab > Schedule button > Calendar radio button

About

A complete patient check-in process includes verifying patient Demographics, Insurance information, and Family Contact information. Getting into the habit of doing this for every patient, for every appointment ensures that the patient's information in OP is up to date. It is also recommended to collect patient copays and balances during check-in so that your Practice's Patient A/R does not grow unnecessarily.

Check-in a Patient

  1. Access the Calendar Schedule window by following the path above.
  2. Click the patient's appointment once to select it.
  3. Click the Patient Chart button located in the Clinical, Practice Management, or Billing tab.
  4. Click Basic Information in the Demographics section of the Chart Navigation Panel.
  5. Verify the patient’s Demographic information, and make edits if necessary.
  6. (Optional) If edits were made to the patient's demographics, click the Save button.


  1. Click Family Contacts and verify the contact information. To add a contact, see Adding Contacts to a Patient's Chart.

  1. Click Insurance and verify the insurance information. To add insurance, see Create a New Insurance Record.

  1. Click the button to close the Patient Chart.
  2. On the Calendar window, double-click to open the Add/Edit Appointment window.
  3. Click the drop-down in the Presenter field and select the presenter from the list.
  4. Select a Visit Status from the drop-down menu. This updates the Arrival time.

  1. If a co-pay is collected for this visit, see Enter a Copay. Once the copay is entered, the appointment is updated with a CoPaid indicator.

  1. Click the Save button.