First impressions of the office start at check in. It is important to greet all of the patients with a smile and friendly attitude in order to start their visit off right.

Steps:

1. 1
   Greet the patient with a smile and kindly ask them to sign in on the “walk-in” or “appointment” sign in sheet.
2. 2
   If the patient is new:

   • Ask for their insurance card and identification card (or something with a picture to verify their identity)
   • Give them a new patient packet to fill out
   • Note: If the patient doesn’t have any of the following forms of identification, we cannot see them: Picture ID, Driver’s license, birth certificate or social security card
3. 3
   If the patient has been here before:

   • Ask if there have been any changes to their insurance or personal information; if so, update the necessary information
   • Check health history is from within the year
   • Ask if phone # and address are still the same, update if any changes
   • Check to make sure the ID on file isn’t expired; if it is, get a new copy in Smart Doc
4. 4
   Check patients’ insurance:

   • Put a copy of the patient’s eligibility in the Smart Doc
   • If any changes, update the patient’s account to the correct insurance
   • If there is a Y in the commercial area, print member summary and scroll down to the insurance/Medicare plans info to see if they have another plan
5. 5
   Check the patient’s account for any balance:

   • If they have a balance, try to collect
   • If unsure, ask Sanjuana, Sam, Katie or Janee to confirm patient balance
6. 6
   Check the patient chart:

   • Make sure what they were scheduled for is accurate
   • Check the doctor the patient seen last to keep with same doctor
7. 7
   Prepare the route sheet:

   • Print off their route sheet
   • Write on the route sheet what’s being done today
   • Put the route sheet in the correct folder
   • Put the chart up in the correct bin depending on who they’re seeing