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Clinicient Ideas Portal


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This portal is to capture your great ideas and improvements to the Insight platform.
No PHI should be included and application issues should be still be reported to Clinicient Support.

Status Future Consideration
Created by Guest
Created on Feb 23, 2023

IGO New Schedule - Add new patient from an appointment time

I would like to initiate adding a new patient from a selected appointment slot.

Office staff are normally on the phone with the patient as they are scheduling an evaluation. It would streamline the case creation/scheduling process to be able to select the appointment time, search patient/add patient option is available, create the patient and case, then be prompted to schedule the appointment in the timeslot originally selected.

It would be best to add an option to create a new case for an existing patient within the quick registration prompts.


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