The checkin program checks in patients. During checkin, you can update account and patient information, update insurance information, review outstanding balances, check eligibility, and post a copay payment.
What is your office's procedure for checking in patients? Do you review their address, check their insurance information, and ask them for their copay? Whatever your procedure, checkin has tools to help you. The procedure below covers all the screens in checkin: Demographics, Additional Demographics, Eligibility, Insurance, Balance and Copay, and the optional Personal Payment screen.
When a patient is checked in, Partner records the time of checkin, the user who checked them in, and the office location. You can view that information using [fkey title='F5' subtitle='Show Details'] in checkout.
Run checkin to view the latest eligibility status response for any scheduled patient. Your front desk can use checkin to review eligibility while confirming other demographic, insurance, and balance information.