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to check in a new patient before the patient comes into the practice the insurance should be verified and indicated in the notes window prior to their visit to do so double-click on the appointment in the notes window insert the date line type that the insurance has been verified and you want to type in your initials and add a timestamp last mark that the box showing that the insurance has been verified by the employee now the patient has arrived for their appointment we want to change the status of the appointment to here to indicate that the patient has arrived now we must give the patient the new patient paperwork packet to fill out we need to make a copy of their ID and insurance card to scan into the document center if the patient presents with the list of medications make a copy as well for their for our records once the patient turns in the paperwork we will proceed to creating the account