Checking in a Patient

Version 20.13
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.
Version 20.12
Path: Clinical, Practice Management, or Billing tab > Schedule button

Overview

In this article, you will learn how to check in a patient. This involves verifying patient demographics, insurance, and copay collection.

Checking in a Patient 

  1. Access the Calendar Schedule window by following one of the paths above.

  1. Locate the patient that is ready to check in and click the patient name.

  1. Click the Patient Chart button from the Clinical, Practice Management, or Billing tab.
  2. Click Basic Information in the Demographics section of the Window Navigation Panel.
  3. Verify the patient’s demographic information. Make edits directly in the chart as necessary. 
  4. Click the Save button.

  1. Click Family Contacts in the Demographics section of the Window Navigation Panel. Verify the contacts demographic information. To add a contact, see Add relatives or contacts to a patient's register record.
  2. Click Insurance in the Account section of the Window Navigation Panel. Verify the Insurance information. To add an 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. Select a Presenter from the drop-down menu.
  4. Select a Visit Status from the drop-down menu. When a visit status is selected the Arrival time updates.
  5. If a co-pay is collected for this visit, see Enter a Copay.
  6. Click the Save button on the Add/Edit Appointment window.

Note: If a payment was collected at check in, the patient's appointment has CoPaid stamp.