Partner Patient Checkin

Run checkin

You can run checkin from your Partner windows.

You can also type checkin at a command prompt.

Select or Find a Patient

When you run checkin, you must select the patient you wish to check in. Use the arrow keys to pick from a list of patients who are scheduled to visit that day:

Press F1 – Checkin Patient to check in the selected patient. To learn more about the patient selection screen in Partner, read Appointment Lists.

If the patient is not scheduled to visit, you can press F2 – Find Patient to use a “magic word” or search by other means:

Or, after pressing Enter:

Confirm and Update Demographic Information

Next, confirm the patient’s basic demographic information. Are the name and address entered correctly? Are bills being sent to the proper account? On the Demographics screen, you can quickly review and update this essential information.

The function keys at the bottom of the screen allow you to jump to other Partner programs. Read the article on Demographics for more information about tools on this screen.

Once you have finished checking and updating the patient’s basic information, press F1 – Next Step to continue.

Confirm and Update Additional Demographic Information

Next, confirm the patient’s race and ethnicity, preferred languages, and confidential communication preferences.

The function keys at the bottom of the screen allow you to jump to other Partner programs. Read the section on Additional Demographics for more information about tools on this screen.

Once you have finished checking and updating the patient’s information, press F1 – Next Step to continue.

Confirm Eligibility

Review the insurance carrier’s Eligibility Response, along with other eligibility details. The Patient Eligibility screen displays the patient’s active insurance policies along with the most recent eligibility results for the appointment. Notes made by your office appear in the center, and a summary of the carrier’s eligibility report appears at the bottom.

Press F6 – Request Elig to request updated information from the carrier. Eligibility confirmation usually takes several seconds.
If a patient has more than one active policy, press F8 – Next Policy to move down the list and review eligibility for each policy.

Once you have reviewed patient eligibility, press F1 – Next Step to save any new notes and continue to the next step. You can later update the patient’s policy information, press Page Up to return to the Patient Eligibility step, and re-request an eligibility update from the carrier.

Confirm Insurance Information

On the Insurance screen, you can confirm or update the patient’s policy information. The Insurance screen shows you information about every insurance policy associated with the patient.

You can arrow up and down to review each of the insurance policies, and you can use the function keys at the bottom to edit, insert, move, delete, or expire any policy. If you change the patient’s primary policy, you may wish to Page Up to the Patient Eligibility step and request updated eligibility status from the carrier.

Once you have checked the patient’s insurance card and confirmed it matches the screen, press F1 – Next Step to continue.

Check Copay, Copay Notes, and Outstanding Balances

On the Balance and Copay screen, you can review the appointment’s expected copay, an aging summary for outstanding balances, and any available insurance eligibility information for the patient.

Optional: Press F6 – TOS Payments and Post Copay

If you collect copay payments during checkin, press F6 to visit the Personal Payment screen.

Enter the payment type, payment amount, and optionally a check number or provider.

Press F1 – Save Payment to save your payment and continue, or press F12 to cancel and not enter a payment.

Press

If you need to review any previous checkin steps, or you want to go back to a previous screen, just press Page Up. You can also press F12 at any time during checkin to quit.

Press F1 – Finish Checkin from the Balance and Copay screen to finish checking in the patient. checkin will update the appointment’s status to “Checked In,” and you can select the next patient in line.

Open the Personal Payment Screen

Press F6 – TOS Payments from the Checkin Appointment List or from the third page of the checkin program to open the Personal Payment screen:

Review Visit Information

The guarantor for the current patient is shown at the top of the screen, along with details about each patient visiting. You may see one patient or several siblings.

The Copay and Insurance columns indicate the expected copay for the visit. If several patients with the same account have appointments, you will see multiple patients and the total copay amount. Confirm this information with the patient or guardian visiting the practice.

Old Personal Balance: The screen also displays the account’s personal balance. While the screen is designed for posting a copay, you may post a payment towards the old balance. To research the charges, press F4 – Balance Details to run the Collection Report.

Enter Date, Payment/Adjustment Type, Amount, Check #, and Provider

Enter payment details in the appropriate fields. Use Enter and Backspace to move among the fields.

Optional: Press

Press F3 to add an additional payment. If the payment consists of two or more checks or cash payments, use F3 to add new lines.

If you need to remove a line, use the arrow keys to select it and press F5 – Delete TOS Pmt.

Press

Press F1 to save the payment. If your practice prints receipts, one will be generated immediately.