Patient Outreach Workflow
Appointment Reminders, Recall Reminders, and Balance Notifications
Select this link, Patient Outreach Interactive Flow Chart, to open an Interactive Flow Chart to guide you through each step.
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Patient Outreach Overview
Release v4.8 Patient Outreach Hub Appointment Reminders (Premium Add-On) Recalls Balance Notifications (Premium Add-On) Workflow for Appointment and Recall Reminders Contact your Account Manager for information on getting started. Set up System ...Check In/Check Out Daily Workflow
Workflow for the Front Desk Users Start of the Day Create a New Reference Batch. 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 ...Print a Patient Receipt
Receipt Address The Address that is printed on the Receipt is captured in this order: Facility selected on the Reference Batch. Pay To/Billing Location if it has been marked as the Default Receipt Address, and there is not a Facility chosen on the ...Create a Patient Receipt/Post Payment Manually
Patient Receipt Creation If the Copay was not entered during the Check-in/Check-out workflow or if your Practice does not use the Calendar: Enter NR in the Navigation box (Go-Cuts) shortcut; Use the Post Payment link on the Patient Dashboard; Use the ...Patient Search
Search for patients and access patient information on the Patient Dashboard. You have three options to look up a patient: Click Patient to open the Find Patient/Guarantor screen. Click the Patient icon on the top right. Enter a navigation shortcut ...