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At a Glance

When a patient arrives without a scheduled appointment, use the Walk-In Patient flow to create their appointment, run eligibility, and collect payment — all in one place.

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Here’s How to Do It

From the Appointments page, click Walk-In Patient. A Charge Walk-In Patient window opens and walks you through three steps.
1. Select the Patient
Choose the Existing Patient or New Patient tab.
  • Existing Patient — search for and select the patient, and confirm their information is up to date.
  • New Patient — enter the patient’s details: First Name, Middle Name, Last Name, Date of Birth, Gender, Phone Number, and Email. Then choose one of the insurance options:
    • Patient has insurance — enter the Primary Insurance Company and number (Secondary is optional)
    • Patient is self-pay
    • Patient is missing insurance information
    Before continuing, check the confirmation toggle that the First Name, Last Name, and Date of Birth match exactly to the patient’s information in your EHR, so be sure to update your EHR as well. If a possible duplicate is detected, you’ll be warned and can choose to ignore it and continue.
Click Next.
2. Create the Appointment
Fill in the appointment details: Facility, Provider, Appointment Type (you can add a new type here if needed), Appointment Date, and the start/end time. For an existing patient you can review their most recent insurance and change it if needed. Click Next. (If you pick a future date, you’ll be asked to confirm.)
3. Eligibility & Payment
An automatic eligibility check runs and returns a result — Active, Inactive, or Inconclusive. (Self-pay or missing-insurance walk-ins return Inconclusive.) For inactive or inconclusive results, double-check that the entered information is correct, then continue. The payment window opens so you can collect a payment. You can also choose to request payment later and simply view the new appointment in the Appointments page. For quick access afterward, filter the list by Patient and start typing the patient’s name. You’ve added the walk-in patient to your appointments!

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FAQ

The automatic eligibility check returns Inconclusive because there’s no coverage to verify. You can still proceed to collect a payment or add the appointment to your schedule.
Yes. The walk-in form asks you to confirm the patient’s name and date of birth match your EHR. Always create or update the patient in your EHR so future records stay in sync.