Here's How to Do It

From the Appointments page, click Walk-In Patient.

A popup will let you choose either Existing Patient or New Patient. If it’s an existing patient, simply select them from the drop-down menu and ensure their information is up to date.

If it's a new patient, enter all their information. There’s a toggle at the bottom of the form to acknowledge accuracy and consistency with your EHR, so be sure to update your EHR as well.

Click Next.

The Create Appointment form will appear for you to fill. Select a Facility, Provider, and Appointment Date/Time.

Click Next.

An automatic eligibility check will run and display a result—Active, Inactive, or Inconclusive. In cases of Inactive or Inconclusive insurance, you can double check that the information entered is correct or move on to the payment page.

Click Next.

You’ll see a popup like the one below, with options for various methods of payment.

You can also choose to request payment later and simply view the new appointment in the Appointments page.

For quick access, simply click Filter > Patient and start typing the patient’s name.

Congratulations, you’ve added the patient to your appointments!