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Start a visit in Front Desk when the client arrives. The visit is what charges, invoices, and claims attach to, so open one before care begins.

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Start a walk-in visit

1

Open the client

Open the client from Clients and choose Start visit.
2

Choose the department

The department is required. If the clinic has only one, it is selected for you.
3

Choose the consultation service

The consultation service is optional. If the department has only one, it is selected for you.
4

Choose how the visit is paid

Payment is the client’s primary insurance scheme or cash.
5

Confirm

Start the visit. It appears under Active visits.

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Other ways to start a visit

  • From an appointment: start the visit from a confirmed appointment when the client arrives.
  • From a referral: start the visit from Incoming referrals.
Do not start a second visit when one is already open for the client. Check Active visits first.

Active visits

Find, close, or reopen open visits.

Visit to invoice

Continue from the visit to a confirmed invoice.