Check In a Patient
Watch this video to learn how to check in patients in PCC EHR. During check-in, you can review account information, update policies and verify eligibility, collect payment, and help patients and families get signed up with your patient portal.
Configure Patient Check-In to meet the needs of your practice.
- When a patient arrives at your practice, use Patient Check-In to check them in. Patient Check-In will help you review the family's demographic and insurance information, check insurance eligibility, review outstanding balances and post payments, and more.
- When a patient is checked in, PCC records the time of check in, the user who checked them in, and the office location. You can view that information later to discover who checked a patient in.
- Partner automatically checks insurance eligibility for scheduled patients with certain insurance carriers. You can use the Eligibility program to review and confirm eligibility for upcoming appointments. Every morning, you can review batch eligibility status reports via e-mail. You can also review and re-check a patient's insurance eligibility status during patient checkin. Finally, all eligibility information is logged in the ECS Reports program.
- You can configure Patient Check-In in PCC EHR to meet the specific needs of your practice. You can adjust what components appear, create custom headers for your front desk staff, and create custom Patient Check-In Clinical Alerts.
- Partner Checkin
- The Partner
checkinprogram 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.
- If you use the Partner
checkinprogram, you can use this screen reference below to understand the different features available on each checkin step.