New Insurance examination : Walk-In
The appointment type New Insurance examination: Walk-In is used to create an insurance examination on a patient without an electronic file at the practice and does not have an appointment and walks-in to the practice asking for assistance. The insurance booking allows you to add the insurance form reference number and necessary information the company needs for their documentation. The electronic file must still be created.
Insurance examination is an examination that the Insurance companies require when a person applies for life insurance or any company that needs a physical examination on the person's body.
This type of booking can be chosen, depending on your type setup.
Web App:
Shortcut default: Alt + B (Alt and B Buttons together on the keyboard)
Roadmap 1: T Diary> B New booking - S Add/Edit booking (Choose type) > DM Type
Roamdap 2: T Diary > S Diary >> Time slot > S Add/Edit booking (Choose type > DM Type
User manual link: New Insurance Examination: Walk-in
Desktop App:
Shortcut: N/A
Roadmap 1: Mod Diary > M Appointment > SM New Insurance examination: Walk-In > New patient screen
Roadmap 2: Mod Diary > RC Patient appointment > New Insurance examination: Walk-In > New patient screen
User manual link: New Insurance examination: Walk-in