Workflow for the Front Desk Users
Start of the Day
Check In Process
- On the Calendar, select the Patient's Appointment or Search for the Patient's Appointment.
- Verify the Patient's Demographics. Select Modify Demographics or Patient Dashboard to make changes.
- Opening either screen creates a new tab.
- Once the changes are made, close the new tab to return to the Patient's Appointment screen.
- Verify the Patient's Insurance.
- Close the tab when the Insurance modifications have been made.
- Hover over the Eligibility button to see the results of last check.
- Select the Eligibility button if a new verification needs to be done.
- If Direct Scan is not being used, scan the insurance card on the Patient Dashboard.
- If using IDology Direct Scan, you can select the Scan link under the Patient's Profile picture on the Patient's Appointment screen.
- Confirm Patient's Reason for Visit.
- Collect the Copay and any additional Patient Balances. Select Enter Copay to enter the amount paid.
- The balances are displayed on the right side of the opened Patient's Appointment screen.
- Print the Patient's Receipt: Close the Patient Receipt window.
- Select the Check In button to change the status of the Appointment or choose Checked In from the Status dropdown.
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See Links on the Patient Appointment Screen for more information on the patient appointment window.
Check Out Process
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If the Insurance Policy has a listed Copay amount, the Check Out button will not be available until the Copay is entered.
- Select the Patient's Appointment on the Calendar
- Select Checked Out from the Status dropdown list.
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Add a New Appointment during Check Out (Copy and Paste)
When a new Appointment is made from the Check Out screen, the Patient and the Appointment Information is copied, which will auto populate on the new Appointment.
- Select the current Appointment on the Calendar.
- On the Patient's Appointment screen, select the New Appt button to schedule the next Appointment.
- Close the screen.
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- You are now attached to the Patient.
- The Patient will show on the Search tab and on the Banner.
- Search for an available Appointment or select an Appointment Slot.
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- Select the Paste link or enter the required fields manually.
- If you select the Paste link, the Patient's Info and the Appointment Information will auto complete.
- If you do not select Paste, only the Patient's Info will auto complete, and the User will complete the necessary information manually.
- Select Save [F2].
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- After scheduling the Appointment, detach the Patient by selecting the Red X on the banner.
- If you do not detach from the Patient, the next Appointment you schedule will be linked to that patient by default, which could lead to scheduling the wrong patient.
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End of the Day
- The Front Desk User flags all Patients who did not attend their scheduled Appointment as a NO SHOW.
- The person responsible for Reconciliation:
- The Front Desk User must choose the Facility when creating the Reference Batch in order for the Receipt Management Report to reconcile with each Facility.
- Close the Reference Batch.