Clinic Coordinator Training Videos
Hello! Our team has put together the following videos to assist with your training. Please watch these and become familiar with these procedures.
Setting Up a New Patient
This video explains the process of creating a new patient chart & adding proper insurance information.
Checking In A New Patient
This video demonstrates the process for checking in a new patient & explaining insurance benefits (insurance verification sheet)
Scheduling
In this video, we’ll run through what each color means on the schedule. We’ll also address how to schedule new patients and follow up appointments.
Setting up for the next day
This video will demonstrate the steps needed to prepare for the next day. Below are the skills that will be reviewed:
- printing the agenda
- manually entering payments that will be collected in clinic
- generating outcomes and updating patient case
- setting schedule reminders
Setting Up the Agenda for the Day
This video will demonstrate how to prepare for the following day. You will need a paper agenda along with generating the outcome codes for the IPAD. The following will be skills demonstrated:
- updating printed agenda with dollar amount to collect
- highlight patients that need to complete outcome
- uploading outcome codes to IPAD
Recording Cancellation & No Shows
This video will demonstrate how to record and log Cancellation and No Shows
How to Record Online Payments
This video shows how to record online payments that are received via email. This task will transition more behind the scenes but please be familiar
Saving a Doctors Note
How to Document and Save a Signed Doctors Note from a Fax