There are several options to add patients in the Workflow screen
Option #1: Self Registration
- To use this option the Clinic has to have a PC with the program.
- Patients that auto registers, will automatically appear in the Workflow screen, in the Add Arrival section.
Option #2: From Appointments
- When patients are checked as arrived, in the appointments screen, they pass automatically to the Workflow screen.
Option #3: From the Workflow screen
- Go to the Workflow screen.
- Click on the Arrivals tab.
- Then click on the Add Arrival button.
- The Add Patient Arrival screen, will be displayed.
- Search for the patient's name and select from the "Search Patient" field. (If the patient is new, you must select the New Patient box.)
- Automatically, the fields of Name, Gender, DOB and Phone No., will be displayed, if you are an existing patient. If you are a new patient, you will need to fill them out immediately. (If the patient is new, you must register it immediately.)
- Select the reason for the visit and click on the "Save" button.
- Select the office where the patient will be evaluated.
- The following screen will be displayed, to confirm the patient's date of birth. (This message will only display, if you have the Enforce DOB confirmation upon arrival checkbox selected, on the General Settings screen.)
- Patient will appear in the Arrivals section.
