Table of Contents

• Title and Copyright Information
• Preface
  • Documentation Accessibility
• 1 Patient Search
  • Search for Person
  • Create New Patient
  • Review Patient Profile
• 2 Schedule Appointment - New Patient
  • Create New Patient
  • Complete a Quick Registration
  • Complete a Full Registration
  • Review Financial Responsibility
  • Schedule Appointment
  • Review Relationships for New Patients
  • Manage Appointment Scheduled Notification - Patient
• 3 Schedule Appointment - Existing Patient
  • Search for Patient
  • Review Patient Information
  • Add Appointment
  • Review Financial Responsibility
  • Schedule Appointment
  • Review Relationships for Existing Patients
• 4 Address Validation
  • Validate an Address
• 5 Block Management
  • Add Block to Resource Schedule
  • Edit Block on Resource Schedule
  • Remove Block From Resource Schedule
• 6 Edit Appointment
  • Edit an Appointment
• 7 Patient Edits
  • Search for Patient
  • Update Patient Information
  • Manage New Patient Registration Notification - Patient
  • Work with Proxies When Editing Patients
• 8 Person Edits
  • Search for Person
  • Update Person Information
  • Convert to Patient
• 9 Preregistration Notification - Patient
  • Manage Preregistration Notification - Patient
• 10 Appointment Check In
  • Check In Patient
  • Manage Self Check-In Notification (30 Minutes Prior) - Patient
  • Manage Self Check-In Notification (Manually Sent) - Patient
  • Update Patient Information - Check In
  • Review Financial Responsibility
  • Check Eligibility
  • Manage Patient Forms - Check In
  • Review Encounter Details
  • Update Status to In Room
• 11 Photo and Identity Card Management
  • Manage a Photo
  • Manage an Identity Card
• 12 Financial Responsibility at the Encounter Level
  • Update Guarantor
  • Add Guarantor
  • Edit Guarantor
  • Remove Guarantor Added in Error
  • Allocate Guarantor
  • Update Insurance
  • Add Insurance by Payer and Health Plan
  • Add Insurance by Related Party's Health Plan - Encounter
  • Edit Insurance
  • Allocate Insurance
  • Complete MSPQ
  • Sequence Insurance
  • Check Eligibility - Encounter Level
• 13 Financial Responsibility at the Patient Level
  • Search for Patient
  • Update Guarantor
  • Add Guarantor - Patient Level
  • Edit Guarantor - Patient Level
  • Remove Guarantor Added in Error - Patient Level
  • Update Insurance
  • Add Insurance by Payer and Health Plan
  • Add Insurance by Related Party's Health Plan
  • Edit Insurance - Patient Level
  • Check Eligibility - Patient Level
• 14 Eligibility Management
  • Submit Eligibility Response
  • View Coverage Status
  • View Patient/Subscriber Information
  • View and Update Discrepancies
  • Review Messages and Alerts
  • Review Support Information
  • Select and View Benefit Information
• 15 Patient Form Management
  • Manage Patient Forms
• 16 Appointment Cancellation
  • Cancel an Appointment
• 17 Appointment Reschedule
  • Initiate Reschedule Process
  • Review Financial Responsibility
  • Reschedule an Appointment
  • Manage Rescheduled Appointment Notification - Patient
• 18 Appointment No Show
  • Manage No-Show Appointment
  • Undo No Show
• 19 Proxy Management
  • Work with Proxies
• 20 Additional Relationship Management
  • Search for Patient
  • Add a Clinician
  • Remove Clinician
  • Add Caregiver
  • Edit Caregiver
  • Remove Caregiver Added in Error
• 21 Encounter Management
  • Search for Patient
  • Manage Encounter
  • Manage Patient Forms - Encounter
  • Review Financial Responsibility
  • Check Eligibility - Encounter Management
  • Update Encounter Details
• 22 Appointment Check Out
  • Check Out a Patient
  • Schedule a Follow Up
• 23 Encounter Discharge
  • Search for Patient
  • Discharge Encounter
• 24 Appointment Book Again
  • Search for Patient
  • Review Patient Information - Book Again
  • Book Again
  • Review Financial Responsibility
  • Schedule Appointment
  • Review Relationships for Appointment Book Again
• 25 Deceased Patients
  • Search for Patient
  • Manage Deceased Patients