This Front Desk Users' page will guide you to Articles that will help you navigate and get started in the System. Select the links in the order that they are listed for a comprehensive Training Guide that will take you step-by-step through the System with your workflow in mind.

Navigation

• Home Dashboard: The Home Dashboard is your landing place when you log into the System. Frequently used panels can be pinned here for ease of access.

• Patient Lookup: There are multiple ways to search for a Patient in the System.

Calendar Navigation

The Calendar is the place where Patient Appointments are created and managed.

 Links on the Patient's Appointment Screen

• Edit Appointment: How to edit an existing Appointment
• Print Superbill: How to print an individual patient's Superbill/Fee Ticket
• Print Schedule: How to print a Patient's future appointments
• Print Form: How to print a Patient Form, such as, a Face Sheet.
• Edit Demographics: Opens the Modify Patient screen to make changes to the Patient's Demographics.
• Insurance Management: Opens the Insurance Management screen to make changes to the Patient's Insurance.
• Recalls: How to add a Patient to the Recall List.
• Enter Copay: Select this link to enter the Patient's Co-Payment and/or Payment on Account.
• Enter Charge: Charges can be entered manually.

• This link is not usually used by the Front Desk staff.

• Service History: How to view the History of all the Patient's Encounters
• Eligibility: Shows Eligibility history with the status of the Eligibility check. This link does not check Eligibility.
• Patient Dashboard: Navigates to the Patient Dashboard.

• Demographics Panel
• Patient Guarantors Panel
• Patient Balance Panel
• Patient Encounters
• Responsible Party
• Patient Active Policies Panel
• Patient Note Panel
• Patient Appointment Panel
• Patient Documents Panel
• Encounter Dashboard Link

• Actions Panel: Encounter
• Charge Panel
• Procedures Panel: Encounter
• Balance Panel: Encounter
• Policy Breakdown Panel: Encounter
• Validations Panel: Encounter
• Notes Panel: Encounter
• Demographics Panel: Encounter
• HL7 Message: Encounter
• Dashboard Controls: Encounter

Check-in/Check-out Workflow

• Reference Batches
• Search for the Patient's Appointment
• Insurance
• Insurance Management
• Eligibility
• Scan Insurance/Driver's License
• IDology Direct Scan

• Patient Copay/Payment
• Print the Patient's Receipt

Other Calendar Features

• Rescheduling an Appointment
• Overbooking
• Add a Patient to the Wait List
• Manually Remove a Patient from the Wait List
• Managing the Wait List
• Recalls