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Patient Visit Overview for Front Desk Teams

Written by Melissa Duarte

This walkthrough follows the front desk workflow for a patient visit in Instinct EMR, from scheduling through checkout. Watch the full recording below, or use the included links to related articles to read more.


To read about patient registration and check-in, see Check-in & Registration. Our Taking a Deposit, Applying Account Credits/Deposits to Invoices, and Collecting Payment & Checking out Patients articles cover collecting deposits and payments in full. Find more on the checkout workflow in Scheduling Appointments, Completing Tasks, and Invoice Closing.


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