New Patients
What do I do for a paperwork-only visit?
Organization ApprovedSource Verified
Summary
If no services are provided, do not sign the patient in, do not place them on the Appointment Book, and do not issue a new-patient number. They count as a new patient only on the day services are actually provided.
- 1If no services are provided: do not have the patient sign the Sign-In Sheet.
Sign-In Sheet — note “PW only” beside the printed name
CA Manual, p. 8 · click to zoom
- 2Do not place the patient's name on the Appointment Book.
- 3Do not issue a new-patient number.
- 4If the patient already signed in but receives no services, draw a single line through the name on both the Sign-In Sheet and the Appointment Book.
Confidential Patient Information (CPI) form
CA Manual, p. 9 · click to zoom
- 5Count the patient as a new patient on the day services are actually provided, and record the rescheduled date.
- 6If the patient will not return, add them to the Doctor Calls section of the Blue Sheet with an explanation in CA comments.
Citation
CA Manual, New Patient Process, p. 10 · Revised 2/9/26Answers source the CA Manual first; the Medisoft guide is used only where the CA Manual does not cover the task.