Front desk workflows · Encounter
Find the patient, verify coverage, book the appointment, and check the patient in. Superbills are handled by the clinician or biller.
Run the morning list
As a front-desk coordinator, I want today’s scheduled patients on one board so that I am not checking people in off a printout.
Check eligibility before rooming
As a front-desk coordinator, I want the primary plan verified so that we do not surprise billing after the visit.
Room the patient
As a front-desk coordinator, I want check-in to notify the rendering provider so that the clinician starts from a roomed slot.