Dashboard / RXNT Center / New Patient Scheduling
RXNT Workflow

New Patient Scheduling

Create the appointment correctly the first time.

Proper scheduling prevents billing issues, registration errors, provider delays, duplicate cases, and unnecessary patient frustration. Every new patient appointment should follow the same standardized process before it is finalized.

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Workflow Purpose

This workflow explains how to schedule a brand-new patient in RXNT using The Neighborhood Clinic scheduling standards. Following this workflow ensures:

  • Correct provider assignment
  • Correct clinic location
  • Correct appointment duration
  • Proper case selection
  • Insurance eligibility can be verified
  • Patient paperwork is sent immediately
  • Providers receive accurate schedules

Critical Standards

👤
Verify Identity
Confirm full legal name and date of birth before creating the patient.
📍
Select Correct Location
Verify the patient is scheduled at the correct clinic.
🩺
Correct Provider
Use approved scheduling templates only.
⏱
Appointment Length
New patients should follow TNC scheduling standards.

Workflow Overview

1

Create Patient

Search first to prevent duplicate charts.

2

Select Provider

Choose the appropriate provider and location.

3

Select Visit

Use the approved visit type and appointment length.

4

Verify Insurance

Confirm eligibility before the appointment whenever possible.

5

Send Intake Forms

Immediately send portal forms after scheduling.

Step-by-Step Scheduling Workflow

1

Search Before Creating a Patient

Always search RXNT thoroughly before creating a new patient record.

  • Search by full name.
  • Search by date of birth.
  • Confirm duplicate charts do not already exist.
  • If a duplicate is identified, stop and notify leadership before proceeding.
2

Create the Patient Record

  • Enter the patient's legal name exactly as it appears on insurance.
  • Verify date of birth.
  • Verify phone number.
  • Verify email address.
  • Verify physical address.
  • Confirm preferred language.
3

Select the Appointment

  • Select the approved provider.
  • Select the correct clinic location.
  • Use the approved New Patient visit type.
  • Follow TNC appointment duration standards.
  • Create the correct patient case when required.
4

Insurance Verification

  • Scan both sides of every insurance card.
  • Verify active eligibility.
  • Verify payer selection.
  • Collect any required copay information.
5

Complete Scheduling

  • Review appointment details with the patient.
  • Send intake forms immediately.
  • Review arrival time.
  • Answer patient questions.
  • Document any scheduling notes.

✅ Best Practices

  • Verify spelling of every patient's name.
  • Confirm the patient understands the appointment location.
  • Send forms before ending the call.
  • Confirm insurance every visit.
  • Document unusual scheduling requests.

⚠ Common Scheduling Errors

  • Duplicate patient charts.
  • Wrong provider selected.
  • Wrong clinic location.
  • Incorrect visit length.
  • Insurance not verified.
  • Forms never sent.

Related RXNT Workflows

Insurance Eligibility → Insurance Card Entry → Patient Check-In → Patient Intake Forms →

✔ Scheduling Completion Checklist

  • Patient searched before creation
  • Demographics verified
  • Correct provider selected
  • Correct clinic selected
  • Correct visit type selected
  • Appointment length verified
  • Insurance eligibility verified
  • Insurance cards scanned (front and back)
  • Portal forms sent
  • Appointment reviewed with patient
  • Scheduling notes documented