Skip to main content

2:4 Creating New Appointments--FD Training

  • Updated

 

This lesson covers the steps it takes to create a New Patient, and Existing Patient appointment. You will also learn how to search for an existing patient in the system.

ABOUT THE PATIENT SEARCH BAR:

Throughout this course the Search Bar is also referred to as the Person Search Bar. In the Better Day Health system, the terms "Patient" and "Person" are used interchangeably because the records for ALL system users--including patients, providers and staff members--are found in a singular data base, accessed through the Patient/Person search bar.

The Patient Search Bar can search by using the Patient (Person) name, date of birth, or social security number.

Creating a New Patient appointment

  1. In the Front Desk module, Check In Appointments screen, click New Appointment. 



  2. In the Create Appointment screen, complete all required patient information fields. Required fields are marked with an asterisk and may be shaded blue on your screen.
  3. Enter Insurance Profile Eligibility can be verified at this time. If information is unavailable or if patient is uninsured, check the Private Pay checkbox.
  4. Complete the Appointment Info For a Diagnostic appointment, a Chief Complaint must be entered. For any other appointment type, a Related To item must be entered.
  5. Referring Provider is a required field. If there is no referring provider, the Self box must be checked.

  1. Click the Save button to complete the initial enrollment. The patient will be sent an email with instructions to complete the registration process.

 

Create an Existing Patient Appointment 

  1. In the Front Desk module, Check In Appointments screen, click New Appointment.
  2. On the Create Appointment screen, enter the patient’s first and last name in the Person Info area. If the patient has already been entered in the system, a Possible Duplicate Patients screen will pop up. After verifying date of birth, select the proper patient and click Use Selected. The patient’s information will populate in the Create Appointment
  3. Verify contact and insurance information.
  4. Complete appointment information.
  5. Save. The patient will be sent an email with instructions regarding their appointment.

 

<Go to Lesson 2:5>

Related articles