Scheduling - Appointment Check In - CHW

The Check In Action is essential for all Outpatient appointments that are attended. The Check In process is connected to the patient's encounters: All appointments must either have a new encounter created or have an existing active encounter associated to it. Associating the correct type of encounter to an appointment is essential as encounters are used to generate Activity Based Funding for eligible patients as well as being an integral part of a patient’s electronic medical record.

Right click on the patient appointment
Select Actions
Click Check-In...

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The Check-In window will appear, click OK

The Encounter Selection will appear
If the patient is not a current Inpatient, click Add Encounter

Note: For more information on encounter selection rules please refer to the following Quickstart - Scheduling - Encounter Selection at Check In

In the OPD Visit Tab, select the appropriate Financial Class

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In the Financial Tab, complete patient details for Contributor
Select the Contributor’s Relationship from the drop down menu and click Search for Contributor

Search person Family Name and First Name and click Add Person if No Persons Found

Click Search for Health Plan

Search for Health Plan, select the Health Plan in the top half of the window – click OK

Note: If the patient does not have health insurance, search for Uninsured

In the Financial Tab, select Health Fund Claim from the drop down list

Select Debtor’s Relationship from the drop down list

If not previously entered, in the Next of Kin Tab, Type name of Next of Kin, click Search

If person found, highlight the person and click OK
If no person found click New Person to add person
Enter Next of Kin details. Yellow fields are mandatory
If Medicare Number unknown click into Date of Birth field and this becomes mandatory – enter date of birth
In Street Address field type “same” for patient’s address to populate otherwise click on Address Help to select different address