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Intellect™

 

 

CHANGE EXISTING INFORMATION

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Self Check-in screen information.

 

Effective version 9.12.26

 

 

 

· If changes need to be made to a patient's demographics, he/she can enter the changes and then click on [OK].

 

· If no changes need to be made, the patient can just click on [OK].

 

Once the [OK] button is clicked, the outcome is dependent on whether or not the clinic is set up to allow patients to make credit card payments:

 

· If so, the credit card screens display at this point. Go to Make a Credit Card Payment for screen samples.

 

· If not, this screen appears:

 

 

· Click on [Yes]: If the patient has a scheduled appointment for that day, Intellect displays the message: 'I just checked you in. Please have a seat, someone will assist you soon.' In versions 9.12.26 and greater, when a patient checks-in, the [Patient Icon] at the top of Intellect's main screen begins to blink. See Results on Intellect's Main Screen for more information.

 

If the patient does NOT have a scheduled appointment for that day, the patient is directed to see the receptionist.

 

· Click on [No] to display this screen:

 

 

 

· Click on [No] to return the display to the Welcome screen.

 

· Click on [Yes] to display screens based on Intellect's set up:

 

 

If the person trying to schedule an appointment is NOT a registered patient, the display changes to: 'Sorry I could not make an appointment for you. Please see the receptionist.'

 

If the person trying to schedule an appointment IS a registered patient, the outcome is determined by three conditions:

 

 a. Condition 3: If in Utility --►Set Up --► Appointment --►Appointment Type the <Self Sched Treating Provider> field is set to 'N' and the <Self Sched First Available> field is set to 'Y,' the display changes to: "I just checked you in. Please have a seat, someone will assist you soon." In versions 9.12.26 and greater, when a patient checks-in, the [Patient Icon] at the top of Intellect's main screen begins to blink. See Results on Intellect's Main Screen for more information.

 

b. Condition 2: If in Utility --►Set Up --► Appointment --►Appointment Type the <Self Sched Treating Provider> field is set to 'N' and the <Self Sched First Available> field is set to 'N'

 

- OR -

 

c. Condition 1: If in Utility --►Set Up --► Appointment --►Appointment Type the <Self Sched Treating Provider> field is set to 'Y' (which then ignores the selection in the <Self Sched First Available> field), the display changes to:

 

 

 

NOTE: The available appointment description check boxes represent all Utility --►Set Up --► Appointment --►Appointment Type where <Self Sched Description> has a value.

 

· The patient should make a selection by clicking on a radio button and then clicking on [OK]. Clicking on [Cancel] returns the display to the previous screen.

 

After clicking on [OK], the outcome is dependent on the set up of the Providers and the availability of time slots:

 

· If the patient has a treating Provider with available time slots, Intellect adds the patient to the schedule. The display changes to: 'I just checked you in. Please have a seat, someone will assist you soon.' In versions 9.12.26 and greater, when a patient checks-in, the [Patients Check In] icon at the top of Intellect's main screen begins to blink. See Results on Intellect's Main Screen for more information.

 

· If the patient has a treating Provider but the Provider does not have any available time slots, the display changes to: 'Sorry I could not make an appointment for you. Please see the receptionist.'

 

· If the selected Appointment Type is available for more than one Provider, this screen offers a choice of Providers:

 

 

 

After the patient clicks on a radio button to select a Provider, and then clicks on [OK], Intellect adds the patient to the schedule. If the patient clicks on [Cancel], the display returns to the previous screen.

 

Note: If the patient reaches this point, Intellect has verified that they are a registered patient and that appointments are available for this type.

 

After clicking on [OK], the display changes to: 'I just checked you in. Please have a seat, someone will assist you soon.' In versions 9.12.26 and greater, when a patient checks-in, the [Patients Check In] icon at the top of Intellect's main screen begins to blink. See Results on Intellect's Main Screen for more information.

 

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