Check-In Msg

You can add an alert to a patient chart that prevents the patient from checking in. When the patient attempts to check in, the software displays a message, directing him to see the receptionist. As the receptionist checks the patient in, the Change Patient’s Location window is displayed, and she can see the reason for the alert—a past-due balance, forms need to be completed, and so on—and can speak to the patient about the matter.

You can configure the software to automatically add a check-in message for patients with a balance or a promise due, or for patients who are scheduled for a specific procedure. You can also manually set up a check-in message.

An “@” before the patient name on the Staff—Text-Based Patient Flow window or the Staff—Photographic Patient Flow window indicates that a check-in message exists for the patient.

To enable the software to automatically add a check-in message to the charts of patients who meet the selected criteria:

Select Functions > Maintenance/Set-up > Patient Flow Options from the menu bar.
In the Patient Flow Options window, click Check-In Msg. The Patient Flow Options — Check-In Msg tab is displayed.
In the Financials section, select an option. Selecting a financial option causes the software to add a Patient has a balance due message to the patient chart.
Only staff members can view this message. A patient with a check-in message is told to check in with the receptionist. He does not see the reason for the message.

In the Promise Due section, click the Account has a promise due on or before their scheduled appt day option. Selecting this option adds a Patient has a promise due message to the patient chart.
Only staff members can view this message. A patient with a check-in message is told to check in with the receptionist. He does not see the reason for the message.

In the Scheduled Procedure section, click Add/Remove Procedures. The Select Check-In Message Procedures window is displayed.
In the Available Procedures section, double-click on a procedure to move it to the Selected Procedures section. After selecting all desired procedures, click Apply.

Selecting a procedure option adds a Patient is scheduled for <selected procedure> message to the patient chart.

Click OK.
Automatic check-in messages continue to display as long as the patient qualifies for any of the automatic check-in message criteria.