Basic Workflow
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.
