Self Check-in Configuration Settings

athenaCollector, athenaClinicals, athenaCommunicator

Use this page to look up self check-in configuration information, including best practice setting values.

 

Information on this page pertains to both legacy self check-in and enhanced self check-in.

 

Important: All athenaCommunicator features require the "Patient Cycle" implementation setting enabled at the tablespace level.

Setting name Description Location Configuration level Default value Best practice value Customer-facing? Setting owner for new customers Setting owner for existing customers Notes
Self Check-in (in-office) Enables new version of Self Check-in-office > Implementation > Client Functions > Settings Department OFF Default No Communicator Configuration CSC There is a legacy in-office self check-in workflow. This is why you see two settings. We want to ensure the legacy version is OFF if the customer is using ESCI.
In-Office Self Check-in Legacy version of Self Check-in in-office > Communicator > Self Check-in > Self Check-in Settings Department     Yes Communicator Configuration Customer Enabling this feature is just providing access for staff to send a text to the patient to initiate the self check-in workflow. The settings associated with ESCI are applicable in this workflow.

 

 

Setting name Description Location Configuration level Default value Best practice value Customer-facing? Setting owner for new customers Setting owner for existing customers Notes
Self Check-In (portal) Enables ESCI > Implementation > Client Functions > Settings Department NEW self check-in workflow Default No Communicator Configuration CSC Reporting wise if you see this setting as NULL, NULL = NEW Self check-in workflow for those new tablespaces that have not had the setting edited.
Self Check-In: Days prior to Appointment Sets the maximum number of days within which a patient can enter the Self Check-In workflow for an upcoming appointment. > Implementation > Client Functions > Settings Department 7 Between 2-10 No Communicator Configuration CSC  

 

 

Setting name Description Location Configuration level Default value Best practice value Customer-facing? Setting owner for new customers Setting owner for existing customers
Send Check-In instead of standard appointment reminder emails If this setting isn't on, the patient won't get the correct email template that includes the prompt to begin ESCI. > Implementation > Client Functions > Settings Tablespace OFF ON No Communicator Configuration CSC

 

 

Setting name Description Location Configuration level Default value Best practice value Customer-facing? Setting owner for new customers Setting owner for existing customers
Patient Info Surfaces patient info to be reviewed/edited. > Communicator > Self Check-in > Self Check-in Settings No setting associated with this section, auto-enabled when ESCI is enabled.

 

 

Setting name Description Location Configuration level Default value Best practice value Customer-facing? Setting owner for new customers Setting owner for existing customers
Forms and Signatures Allows patients to fill out and e-sign a form > Communicator > Self Check-in > Self Check-in Settings Department, Provider, Specialty, Appointment Types, Ages, Sexes OFF Enable all appropriate forms. Yes Customer Customer

 

 

Setting name Description Location Configuration level Default value Best practice value Customer-facing? Setting owner for new customers Setting owner for existing customers
Insurance Surfaces patient insurance to be edited/insurance card capture. > Communicator > Self Check-in > Self Check-in Settings No setting associated with this section, auto-enabled when ESCI is enabled.

 

 

Setting name Description Location Configuration level Default value Best practice value Customer-facing? Setting owner for new customers Setting owner for existing customers Notes
Self Check-in: Copay Collection Allows patients to pay full or partial outstanding balance and/or copay > Implementation > Client Functions > Settings Department ON Default No Communicator Configuration CSC  
Credit Card Plus (CCP) eCommerce Merchant ID Needed to collect electronic payments Root > Merchant Groups Brand OFF Enable No e-Payments Team e-Payments Team CCP is required in order to collect copay or outstanding balance via ESCI. As is the patient portal, as that is an avenue to ESCI.

 

 

Setting name Description Location Configuration level Default value Best practice value Customer-facing? Setting owner for new customers Setting owner for existing customers Notes
Create Screen Questionnaires Builds the screening questionnaire > Clinicals > Exam > Screening Questionnaires Speciality OFF Create all applicable screening questionnaires. Yes Customer Customer If a screening questionnaire is enabled, it won't pull into the ESCI workflow unless it's mapped to an appointment type.
Create Self Check-In Questionnaires mappings Once mapped the screening questionnaire will surface to a patient to complete > Communicator > Self Check-in Questionnaires Appointment type OFF Ensure they are mapped to the correct appointment types. Yes Customer Customer  

 

 

Setting name Description Location Configuration level Default value Best practice value Customer-facing? Setting owner for new customers Setting owner for existing customers
Medications Enables patients to update medication list > Communicator > Self Check-in > Self Check-in Settings Department ALL Depts. Default Yes Communicator Configuration Customer

 

 

Setting name Description Location Configuration level Default value Best practice value Customer-facing? Setting owner for new customers Setting owner for existing customers
Self Check-in: Pharmacy Selection Enables the pharmacy section to show on the self check-in setting page > Implementation > Client Functions > Settings Department ON Default No Communicator Configuration Customer
Pharmacies Enables patients to update preferred pharmacy > Communicator > Self Check-in > Self Check-in Settings Department ALL Depts. Default Yes Communicator Configuration Customer

 

 

Setting name Description Location Configuration level Default value Best practice value Customer-facing? Setting owner for new customers Setting owner for existing customers
Social History Enables patients to update social history > Communicator > Self Check-in > Self Check-in Settings > Create/edit social history > Self Check-in Enabled Department, Provider, Specialty, Appointment Types, Ages, Sexes OFF Enable all appropriate histories Yes Customer Customer

 

 

Setting name Description Location Configuration level Default value Best practice value Customer-facing? Setting owner for new customers Setting owner for existing customers
Family History Enables patients to update family history > Communicator > Self Check-in > Self Check-in Settings Appointment All appointments Default Yes Communicator Configuration Customer

 

 

Setting name Description Location Configuration level Default value Best practice value Customer-facing? Setting owner for new customers Setting owner for existing customers
Medical History Enables patients to update medical history > Communicator > Self Check-in > Self Check-in Settings Appointment All appointments Default Yes Communicator Configuration Customer

 

 

Setting name Description Location Configuration level Default value Best practice value Customer-facing? Setting owner for new customers Setting owner for existing customers
Surgical History Enables patients to update surgical history > Communicator > Self Check-in > Self Check-in Settings Appointment All appointments Default Yes Communicator Configuration Customer

 

 

Setting name Description Location Configuration level Default value Best practice value Customer-facing? Setting owner for new customers Setting owner for existing customers
Allergies Enables patients to update allergies > Communicator > Self Check-in > Self Check-in Settings Appointment All appointments Default Yes Communicator Configuration Customer

 

 

Setting name Description Location Configuration level Default value Best practice value Customer-facing? Setting owner for new customers Setting owner for existing customers
GYN History Enables patients to update GYN history > Communicator > Self Check-in > Self Check-in Settings Appointment All appointments Default Yes Communicator Configuration Customer

 

 

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