Front Desk

The front desk section contains help documentation specific to the Front Desk Administrator role. This includes patient registration and intake, working the corrections list and issues listing reports, patient payments, setting staff schedules, working with tasks, and reviewing business and clinical reports.

Patient Registration and Intake

The patient registration and intake section contains help documentation about the patient registration and intake process activities typically performed by the Front Desk Administrator.

Set Staff Schedules

The setting staff schedules section contains help documentation about how to set up, edit, and delete a therapist’s schedule, as well as setting up appointment types, automatic reminders, and setting up teams.

Schedule Patients

The patient scheduling section contains help documentation about how to view the schedule, make and edit appointments, setup repeating and recurring appointments, as well as arrive patients prior to seeing the therapist.

Patient Payment

The patient payment section contains help documentation about the Insight features and functionality that facilitate the collection of patient payments at the front desk.

Work with Tasks

The working with tasks section contains help documentation about how to create, edit, complete, and otherwise work with the task functionality in INSIGHT.

Create, Print, and Fax Letters

The letters section contains help documentation about the letters functionality in Insight and how to create, edit, and complete a mail merge.

Business Intelligence Dashboard

The business intelligence dashboard section contains help documentation about the business intelligence and reporting functionality in InsightGO and details on how to use the INSIGHT BI Executive Dashboard.

Business Reporting

The business reporting section contains help documentation about the reporting functionality in insight and goes into detail on several of the most common reports and reporting functions.

Clinical Reporting

This section contains help documentation about the INSIGHT features and functionality that facilitate the clinical reporting tasks performed by the front desk.

Issue Listing

The issue listing section contains help documentation about the Issue Listing reports, how they are accessed, what is contained in them, and how to use them effectively.

Interactive Front Desk Training

The interactive video courses are designed to teach clinic front desk staff the processes and procedures surrounding use of the Clinicient INSIGHT EMR system.

Click here to move×