Welcome, New User!

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

Some Users may not be able to access all the links due to User Permissions restrictions.

• Modify Appointment: Modify an existing Appointment
• Print Superbill: Print an individual Patient's Superbill/Fee Ticket
• Print Schedule: Print a Patient's future Appointments
• Print Form: Print a Patient Form, such as, a Face Sheet.
• Modify 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: Add a Patient to the Recall List or Modify/Delete an existing Recall entry.
• Enter Copay: Enter the Patient's Co-Payment and/or Payment on Account.
• Enter Charge: Enter Charges manually.

• Charges are not usually entered by the Front Desk staff and may be restricted by User Permissions.

• Service History: 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.
• The link is only visible if your Practice is using the Eligibility feature, and the User has Permissions in User Maintenance.

• Patient Dashboard: Opens 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