Follow these steps to ensure the patient is registered, the visit is charted and the patient billing done.

1. Appointment Check-In

When a patient arrives:

• Check for Alerts: Look for an exclamation mark on the appointment in the schedule, indicating outstanding consent documents or unsigned terms and conditions.

• Verify Registration Status: Click the appointment status to view the registration notification, which indicates if registration is required

  

• Register the Patient:

  • Option 1: Send Registration Link: Click the "Register" button to send a

    registration link to the patient.

    

  • Option 2: Generate PIN: If a tablet signed into HealthAccess is available at reception, click the appointment status, select the PIN hyperlink, and open the registration form for the patient.

    

• Update Status: Once registration is complete, update the appointment status to

  "Waiting" to notify the provider of the patient’s arrival.

  

2. Patient Visit

To begin the patient visit:

• Create Visit: From the schedule, click the status button and select "Create Visit." This step is critical for tracking procedures for billing.

  

• Steps During the Visit:

  1. Review Consent Documents: Confirm that consent for the procedure is

  documented.

  1. Review Questionnaire: If your practice uses a questionnaire, review the

  patient’s responses.

  1. Create Injection Record: For injectable patients, document the injection

  details. If injection icons are set up, quantities and values will autopopulate.

  1. Document Clinical Note: Record the procedures performed in the clinical

  note. If an injection record was created, relevant details will default.

  1. Finalize Visit: Click "Save" or "Sign Off" to complete the visit. The

  appointment status on the calendar will update to reflect completion.

3. Billing and Payment

After the visit:

• Create Bill: From the schedule, click the status icon and select "Create Bill."

  Procedures from the visit will automatically will automatically populate the invoice.

  

• Adjust Invoice: Add retail products or make necessary adjustments to the bill.

• Process Payment: Click "Save and Pay" to finalize the invoice. Once payment is

  captured, the appointment status automatically updates to "Paid.