Patient Registration

Step-by-step guidance for registering patients under various scenarios:

• Standard Registration – Patient is also the Responsible Party and Insured

• Single Insurance – Patient has one active insurance policy

• Dual Insurance – Patient is covered by two insurance plans

• Patient Only – No Responsible Party or insurance listed

• Insurance Change – Patient has updated or replaced insurance

• Workers' Compensation – Patient is covered under a work-related claim

• Medi-Cal Patient – Registration for patients with Medi-Cal coverage

• Medicare Secondary – Medicare is not the primary payer

• Cash/Uninsured – Patient pays out-of-pocket or has no insurance

Quick Patient Registration

• Purpose: Fast-track method for entering minimal patient information for scheduling or billing purposes.

Appointment Scheduler Setup

Configure the scheduler by setting:

• Providers

• Facilities

• Resources (e.g., rooms, equipment)

Appointment Scheduler – Display Filters

• Functionality: Learn how to use filters and tabs to customize your view and organize schedules by:

  • Provider

  • Facility

  • Resource

  • Time blocks

Using the Appointment Scheduler

• Scheduling Appointments: Steps to schedule visits for both new and returning patients.

• Navigation Tips: Efficiently manage daily, weekly, or monthly views.

Appointment Scheduler – Printing Options

From the Appointment Scheduler, you can print:

• Encounter Forms

• Registration Summaries

• Chart Pull Requests

• Appointment Day Sheets

Chart Locations

• Tracking: Manage and update chart locations directly from the Appointment Scheduler to support efficient file handling.

Responsible Party Payment via Appointment Scheduler

• How-To: Enter co-payments and other RP payments during the appointment check-in process.