Appointment Scheduling
Online check-in enables patients to complete pre-visit tasks and notify arrival. True or False
What is True
❓ If a patient has trouble logging into the portal, what’s the best way to assist?
💬 Answer: Verify the patient’s email, guide them through password reset instructions, or send a new portal invitation via Klara.
❓ What is one example of an automated Klara message?
💬 Answer: Appointment reminders, check-in instructions, or post-visit follow-ups.
❓ True or False: Patients can check in for their appointment using Patient Self Mobile Check-In?
What is True:
❓ Patients can use the Kiosk to complete the following:
💬 Answer:
A) Sign Waivers
B) Verify Information, confirm Insurance
C) Enter allergies and update their medical histories
D) All of the above
When are the automatic online check-in notifications sent to the patient?
💬 Automated communications for check-in are sent
to patients one to two days before their appointments.
There are 4 tabs on the Patient Check-in screen:
What is: Patient Basic, Insurance, Attachments, and Financials
❓ What is Klara used for in ModMed Practice Management?
💬 Answer: Klara is a secure messaging platform that allows practices to communicate with patients through text, send reminders, collect intake forms, and more.
❓ How can the Patient Mobile Self Check-In reduce front desk wait times?
💬 Answer: Patients can complete forms, verify insurance, and sign documents in advance, allowing for a faster check-in experience.
What feature must a practice have for a patient to make a payment via the Kiosk?
What is ModMed Pay
❓Can the front office manually send a notification to a patient to complete the Online Check-In?
💬 Practices cannot manually send the links.
❓ What is the Patient Portal used for?
💬 Answer: The Patient Portal allows patients to securely access their health records, communicate with the practice, complete intake forms, view appointments, and pay bills online.
❓ True or False: Patients must download an app to use Klara.
💬 Answer: False — patients can reply directly to text messages without downloading an app.
True/False: Payments made through the Kiosk can be seen within various areas:
What is True
What is the first step to booking an appointment in ModMed?
Confirm the purpose of the visit and identify the patient or client.
❓ How can the Patient Portal reduce front desk wait times?
💬 Answer: Patients verify information, confirm insurance, choose a pharmacy, add medications/refills, enter allergies, and update their medical histories.
❓ How can Klara improve front desk efficiency?
💬 Answer: By reducing phone calls through automated messaging and enabling quick, secure text communication.
What details need to be entered when scheduling an appointment?
Enter the patient’s information, visit type, provider, any special notes, and verify insurance or authorization if needed.
❓On the Appointment Flow screen, can staff see if a patient has completed the Mobile Check-In process?
💬 Answer: Yes
On the Appointment Flow Screen staff can see if a patient has completed the Mobile check in process
❓ Where can staff access Klara in the ModMed system?
💬 Answer: Klara can be accessed directly within the PM system or through the Klara website.
❓ What steps should staff follow to check in a patient at the kiosk or front desk?
💬 Answer:
1) Verify patient identity; 2) Confirm appointment; 3) Collect co-pay if needed; 4) Reconcile information in system; 5) Notify clinical team the patient is ready.