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Healthcare

Clinic Front-Desk Workflow

Keep patients flowing smoothly through the clinic day.

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Waiting Priority
Check-in 3
Verify ID & insurance
Update forms & copay
New patient paperwork
Priority
Waiting 2
Room 1 — vitals needed
Waiting
Walk-in triage
With Provider 2
Exam in progress
Urgent add-on
Priority
Checkout 3
Book follow-up
Process referrals & scripts
Collect balance
Follow-up 2
Confirm tomorrow's appointments
No-show call list