Role: Front Desk Administrator

The following tasks are frequently performed by a front desk administrator:

Appointments

 Scheduling Appointments

• Scheduling Appointments from the Main Menu

• Tracking Cancellations, No-Shows, and Deletions

• Creating an Appointment Profile Report

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Patients

 Adding New Patients

• Setting Up Patient Information

• Patient Registration Integration

• Converting Walk-In Patients into Existing Patients

 Checking In Patients

• Checking In Patients

• Using Consent Forms

• Printing Appointment Cards

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Insurance

 Adding Insurance

• Adding a New Insurance Company

• Attaching Insurance to a Patient

• Associating an Insured Responsible Party

 Verify Patient Benefits

• CS WinOMS eVerifications Services

 Updating Insurance

• Updating Insurance for a Patient

• Updating Insurance for a Responsible Party

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Related Topics

Workflows and Roles

Role: Financial Coordinator

Role: Office Manager

Role: Treatment Coordinator