Patient Check In

Version 14.10
Path: Smart Toolbar > Schedule button

Overview

This page will instruct you on how to checkin a patient. This involves verifying patient demographics, insurance, and copay collection.

Checking in a Patient 

  1. Click on Schedule button .
  2. Click on Calendar tab .

Schedule and Practice Workflow: Appointment Schedule

  1. Locate the patient that is ready to check in.
  2. Click once to highlight that patient.

  1. Click on Register button.
  2. Verify patient’s demographic information on the Patient Tab. Make edits using the Edit Pencil button as necessary. Save all changes by clicking on.

  Patient Register: Registration Screen


If your office is going for Meaningful Use
Don’t forget to ask the patient or guardian the Meaningful Use fields, as required by the federal government to meet Meaningful Use Guidelines for the office.
  1. Click on Contacts tab. Verify the contacts demographic information. To add a contact, see Add relatives or contacts to a patient's register record.

     

If your office is going for Meaningful Use
Don’t forget to ask the Contact or Guardian the Meaningful Use fields , as required by the federal government to meet Meaningful Use Guidelines for the office.
  1. Click on Insurance tab.

Patient Register: Insurance Tab

  1. Back on Calendar tab double-click to open the Add/Edit Appointment window.
  2. Enter the Presenter (who brought the patient in).
  3. Enter Visit Status of Waiting Room.
  4. Click on Credit Card button  to collect the patient's copy (if necessary).
  5. Enter Payment Method and Save/Post.

Add/Edit Appointment: Patient Credit Account

  1. Click the Save button.

Add/Edit Appointment: Check In

The patient's appointment should have a  stamp on the appointment slot (if a payment was collected at the time of service), as well as having a Yellow background, which means that the selected patient is in the Waiting Room, an indication for the Clinical staff that there are patient's ready to go back to a room.

Schedule and Practice Workflow: Copay Paid