Check-In Patient Wizard

Quick Bar: Overviews (More)---Patient---SSN_Validation---Choose_Appointment---Demographics---Contacts---Info---Comments---Diagnosis---Workers'_Comp---Workers' Comp_User-Defns---Remarks---Referral/Phys---Guarantor---Employer---Insurances---Remove_Images---Add_Images---Print_Forms

Check-In Patient Wizard - Overview

Use the Check-In Patient Wizard to quickly and easily maintain existing patients during Scheduling and to change their Appointment Status to Check In when they arrive. Under certain circumstances, you can also use this Wizard to add new patients. The Wizard guides you through each step of data entry in an organized manner. It also provides the flexibility to skip around among the steps. The table below describes each step for the Check-In Patient Wizard.

For additional information, click More.

Directions:

To see directions for...

Viewing the Check-In Patient Wizard example, click More.

Check-In Patient Wizard Example:

Tip: To see an explanation of an area, the cursor becomes a hand when you position the cursor over the area. Click once to display the associated topic.
Opening the Check-In Patient Wizard from the Appointment Book Area, click More.
1. Open Scheduling.
2. In the Scheduling Parameters Panel, specify the settings for the Appointment Book.
3. In the Appointment Book Area, click to highlight the reserved appointment for the existing patient that you are checking in.
  Tip: If you highlight a new patient, the Check-In New Patient Wizard launches.
4. To display the Scheduling Shortcut Menu, right-click the highlighted appointment.
5. Click Check In from the shortcut menu.
Opening the Check-In Patient Wizard from the Wizard Control Menu, click More.
1. To display the Menu Tree, click Patient Entry on the Menu Bar.
2. Load the patient (optional *):
1. To launch the patient Search, enter the patient's full or partial last name in the Patient Account Number and press [ENTER].
  
  Tip: For more information about entering the Account Number, see Tips for Entering the Patient Account Number.
2. In the Search list, double-click the appropriate line to select the patient.
1. In the Wizard Control Menu within the INSight Control Menu, click the plus sign (+) to open the Perform level.
1. Click Check-In Patient.
* Tip: If you do not load the patient, you will have to enter the Patient Account Number at the Choose Patient step.
Opening the Check-In Patient Wizard from the Patient Appointments Window, click More.
1. Load the patient:
1. To launch the patient Search, enter the patient's full or partial last name in the Patient Account Number and press [ENTER].
  
  Tip: For more information about entering the Account Number, see Tips for Entering the Patient Account Number.
2. In the Search list, double-click the appropriate line to select the patient.
1. Open Scheduling.
2. To open the Patient Appointments Window, click Appts in the Patient Reference Panel.
3. Click to highlight a scheduled appointment line in the Scheduled Appointments List Area.
4. Right-click to display the Scheduling Appointments Shortcut Menu.
5. Click Check In.
Creating a new Patient, click More.

Note: This Wizard is only for maintaining existing patients. To check in new patients, use the Check-In New Patient Wizard.
Editing an existing Patient, click More.
IMPORTANT: To avoid losing data, the wizard automatically saves your data when you click Finish .
1. Use one of the methods previously described to open the Check-In Patient Wizard.
1. If the patient is already loaded, the Wizard automatically advances to the Demographics step. Confirm the patient's name in the Inquiry Area in the right pane.
  Tip: If you want to work with a different patient, click Choose Patient in the Steps Area, and then enter the new Account Number.
2. To position the pointer to the information that you want to change, press [TAB] or click the field using the mouse.
3. Enter the data changes.
4. If there are any other steps requiring changes, navigate to the proper step.
5. To finish entry and save the changes, click Finish , or press [ENTER].
  Keyboard shortcut: [ALT + s]
  
  Note: If you specified an appointment, the Appointment Status changes to Check In.
Deleting an existing Patient, click More.

Note: To preserve patient history, you are not allowed to delete patient records.
Understanding the field values for the following areas, click the section name in the table below:

Field Details by Step
Choose Patient	Contains the Patient Account Number.
Choose the Appointment	Prompts you to confirm the appropriate appointment for the patient.
Demographics	Contains the patient's name, address, marital status and other demographic information.
Additional Contact	Contains patient contact information such as the cell phone number, fax, email, and a contact person.
Additional Information	Contains additional patient information such as the employment status, student status, consent code and organ donor code.
Balance Information Comments	Contains three user-defined comments fields.
Patient Diagnosis	Contains up to three diagnosis codes for the patient.
Workers' Compensation	Contains disability and status information for patients with Workers' Compensation claims.
Workers' Comp. - User Defined	Contains fields defined by the Workers' Compensation Control Record. There are three date fields and eight alphanumeric fields that you can tailor to your practice's needs.
Remarks	Contains patient-specific remarks used for billing purposes.
Referral/Physician	Contains the patient's Provider and Referral Codes, if applicable.
Guarantor	Contains information about who is financially responsible for the patient's account. Launches the Patient Guarantor Wizard.
Employer Information	Contains employer information for the patient, which is needed if the patient has a workers' compensation related illness or injury.
Insurances	Contains the list of assigned insurances for the patient. Launches the Patient Insurance Wizard.
Remove/Review Patient Images	Allows you to view or remove existing images from the patient, such as scanned medical cards or the patient's photo ID.
Add Patient Images	Allows you to add images, such as scanned medical cards or the patient's photo ID, to the patient record.
Print Appointment Form?	Allows you to print patient appointment forms such as the superbill.