Track · Front desk, Administrators

Front desk

The whole desk, in order: the day's schedule, booking and moving visits, self-check-in, insurance, money, and check-out. This is the track that turns a new hire into someone who can run the front of the clinic.

10 lessons · 71 minutes · Front desk, patient access, and medical assistants who cover the desk

Lessons

Take them in order the first time. After that, use this page as a reference index.

  1. 01 The day's schedule Three ways to view the day, what every visit status means, and how to move a patient along without hunting for a menu. 7 min
  2. 02 Booking, moving and cancelling The month scheduler, the rules that will stop you, and why every cancellation needs a reason. 8 min
  3. 03 Kiosk self-check-in Set up the QR code once, then know exactly what the patient sees so you can help them through it. 7 min
  4. 04 Applying what the kiosk captured The side-by-side review that puts patient answers into the chart — and never overwrites anything on its own. 7 min
  5. 05 Checking a patient in at the desk Consent, the intake checklist, and the manual path for the patients who can't use the kiosk. 8 min
  6. 06 ID and insurance card photos Send a QR to the patient's phone and the photo lands in the chart by itself — no scanner, no email. 5 min
  7. 07 Insurance and eligibility There are two different eligibility checks in ChartVoyant. Knowing which one you just ran is the whole lesson. 7 min
  8. 08 Taking payments Quick-fill amounts, pushing a charge to the card terminal, printing a receipt, and voiding a mistake properly. 8 min
  9. 09 Check-out and the follow-up Collect what's due, book the interval the plan asked for, and close the visit so the room frees up. 7 min
  10. 10 Requests, messages and the portal Where patient requests land, how to answer them, and how to get a patient onto the portal so they stop phoning. 7 min

When you finish this track you can

  • Run the day view and know what every visit status means
  • Book, reschedule, cancel, and no-show a visit — with the reason the record requires
  • Set a patient up on the kiosk and apply what they told it to the chart
  • Check a patient in by hand when the AI can't finish the job
  • Photograph an ID and insurance card straight into the chart from the patient's phone
  • Tell the two eligibility checks apart and know which number to trust
  • Take a copay on the card terminal, print a receipt, and void a mistake
  • Close a visit out and book the follow-up the plan asked for