New Patients: Blue

• https://bodysolutions.infusionsoft.com/app/form/cfd4ecf69246ef0d59f974075ac57580

  • Fill out Credit Card Form on Desktop (for Cancellation Policy)
  • On Practice Suite Schedule:
    • Find a FULL 60 min open block & click on it to schedule
    • Check the New Patient box on the scheduling tab (top left)
      • Input all New Patient info on the right hand side
      • On the left side:
        • Reason: Evaluation
        • Schedule Status: Pending Verification
        • Schedule Type: New Patient
        • Appt. Duration: 60 Min
        • Provider: Dr. Steve
        • SAVE

Returning Patients: Blue

• Search for patient account on system:
  • Search tab (left side menu)
  • Input Last Name
  • Verify patient info & Update if necessary:
    • Address
    • Phone Numbers
    • Email
    • Insurance (if different, then just write down new insurance info: ID #, Group #, Subscriber, Provider Services number on the back)
    • If all information is the same, fill out Returning Patient Intake on desktop
    • If some info has been updated, fill out New Patient Intake Form on desktop
• On Practice Suite Schedule:
  • Click empty 60 min slot
  • Search for patient by last name
  • Reason: Evaluation
  • Schedule Status: Pending Verification
  • Schedule Type: New Patient
  • Appt. Duration: 60 min
  • Provider: Dr. Steve