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Front Desk Overview
The Front Desk Dashboard is used by intake/admin/front desk staff to see clients that are scheduled for the day with providers in the system, process clients as they arrive for appointments (i.e....
Key Features for Front Desk
Front Desk appointment schedule for a particular day. amount due / paid information. Insurance details. Add, edit,and verify informations. Confirmation button. ...
Front Desk View
For those users that have the “Front Desk” role as their primary system role, the Front Desk Dashboard is their EMR-Bear homepage. Or, to access the Front Desk Dashboard from the Main Dashboard, ...
Creating a New Appointment
You can schedule appointments from the daily calendar view or the weekly calendar view. If you are an individual working on your own appointments, use the daily view. If you are Front desk...
Confirmation of an Appointment
If the Provider or Front Desk Staff want to make reminder calls to the clients, they can pull up the list of clients for that day for a particular provider. This can be done by going to the Front...
New Client
To add a new client: You can either click on the Dashboard button on left most corner and chose the New Client button: Dashboard -> New Client. Or by clicking on Front desk -> new...
Check In
After you get to the Front Desk page, a list of appointments will populate on that page. If you want to choose any other date, you can do that by clicking on the date picker. Once the date is...
Cancelling an Appointment
To cancel an appointment, click on the grey "Cx" button After you click on the Cx button, a box will appear that will allow you to enter a note as to why the appointment was cancelled. ...
No Show
If a client is a no show, you can enter it in the system by clicking on the pink NoSh button. After you click the pink NoSh button, you will be asked to confirm the action. Clicking the "Perform...
Copay and Receipts
If the client is responsible for any copay, it will show up on the appointment bar under copay. If there is no payment due, it will show up as $0.00. Once the client is ready for payment, you...
Reminder Calls
You can create a reminder call for a client by going to their demographic page and when entering their phone number, you can select do not call, sms only, sms and call, or call only if the client...
Printing a Schedule
You can print a schedule by going to the dashboard > Front desk and hit the button that says print the schedule.
Verification Worksheet
The verification worksheet downloads a csv file with the schedule. By clicking on the verification worksheet link will download a csv file. This will give you a excel sheet.
Signature Forms
Signature forms are the forms that need to be completed by the client while checking in or during a new visit. A front desk person can view all the pending signature forms by navigating to...
Notes
The notes on the front desk page is where you can find intercoms about the client. The symbol under the notes means an alert to view the notes.
Client Information on the Front Desk
On the front desk page you will see stars next to the client. The first yellow star mean that the client is new. The second green star means that the client is new for the provider. And the...
Pending Letters
This is the place where you can see all the pending letters from the user. You can print the letter and after it has been sent you can make it as sent. Clicking on the pending letters will...