Monday, December 1th 2023- eCW New Front Office Staff Training 1:00pm - 3:00pm

To register for this training, you must have already taken the eCW  Staff Overview. This training session course is intended for individuals who work in the front office registering patients. Participants will learn to create/import new patients, eHX Demographics update, the various components of scheduling appointments and web enabling patients.

Course Overview 

• Patient Registration
  • Patient Look-Up
  • Creating/Importing New Patients from eHx
  • eHX Demographics update
  • Registering a New Patient
  • Viewing demographics/Mandatory fields
  • Entering Insurance and Sliding Fee Schedule
  • Scanning Insurance Cards/Licenses
  • Responsible Party
  • Additional Information
  • Structured Data
• Scheduling Appointments
  • Resource Schedule
  • Reoccurrence, Copy, Cut and Paste
  • Updating Global Alerts
  • Collecting Co-pays
  • Transition od Care visits
  • Bumping Appointments
  • Blocking Schedule
  • Rescheduling and canceling appointments and no Shows
• Enabling Patient Communication
  • Web Enable for Patient Portal
  • Voice Enable
  • Text Enable
  • Setting reminder Types
• Checking-In/Check-Out
  • Change visit status (show OV screen to show how it carries over color)
  • Collecting co-pays
  • Transition of Care visits (if pt seen by another clinician)
  • Check-out & Schedule f/u appt
  • Other Visit Statuses