New Patients
How do I handle a late new patient?
Organization ApprovedSource Verified
Summary
Follow the standard new-patient process. A late arrival does not remove required steps — x-rays and therapies are still performed.
- 1Greet the patient and begin the standard new-patient intake.
- 2Complete sign-in, Appointment Book marking, ID copies, patient number, and required forms.
- 3Fill the Travel Card, CPI, informed consent, and Patient Affidavit onto the clipboard.
- 4Escort the patient to the exam room and complete pre-exam vitals.
- 5Place the clipboard in the hot file and notify the doctor.
Important
Do not skip x-rays or therapies solely because a late new patient arrived late.
Citation
CA Manual, New Patient Process, p. 8–11 · Revised 2/9/26Answers source the CA Manual first; the Medisoft guide is used only where the CA Manual does not cover the task.