Complete Pre-Check-In in Patient Portal

Contents1 Pre-Check-In in The Patient Portal1.1 Patient Information1.2 Billing Account1.3 Insurance1.4 Optional: Pay Personal Balance2 Pre-Check-In in PCC EHR2.1 Adding a New Insurance Once enabled by PCC, the Patient Pre-Check-In process begins in the Patient Portal. Pre-Check-In is available seven days before the patient’s appointment, and two days prior to the appointment, the patient’s billing […]

Contents1 Select a Pre-Check-In Document Category2 Select Visit Reasons for Pre-Check-In Select a Pre-Check-In Document Category When Pre-Check-In is enabled, a new document category called “Pre-Check-In Insurance Cards” is automatically created. By default, insurance card images are added to this category. If you already have an insurance card category, or prefer to create a category […]

Contents1 Considerations2 Prerequisites2.1 Appointment Book2.2 Check Patients in Through PCC EHR2.3 Patient Portal3 Review Your Practice Workflow3.1 Phone Numbers and Phone Number Labels3.2 Notifications3.3 Eligibility3.4 Adjust the Appointment Book – Patient Details Protocol3.5 Check For Patient Portal Accounts During Each Interaction4 Prepare to Configure Pre-Check-In4.1 Visit Reasons4.2 Insurance Card Document Category Your patients and families […]