Converting Walk-In Patients into Existing Patients

When scheduling appointments for new patients, you do not have to create new accounts at that time. You can establish walk-in patients. This provides a quick way to enter basic information about a prospective patient, and to separate prospective patients from patients who have previously visited your office.

To convert a walk-in patient to an existing patient:

  1. On the WinOMS toolbar, click Scheduler. The Appointment Scheduler window is displayed to the current date and the multi-provider Daily Detail view.

  2. Right-click the walk-in patient and select Convert Walkin. The New Patient Setup window is displayed.

  3. Follow the procedures in Setting Up Patient Information.

Using the Auto Address Copy Feature for Walk-In Patient Conversion