All Frontdesk tutorials

TUTORIAL · 03

Guided screening

Understand how Frontdesk turns visitor answers into structured context for administrative and clinical review.

Topic
Patient experience
Length
2:18
Format
Video + guide

Goal

Understand how Frontdesk turns visitor answers into structured context for administrative and clinical review.

Audience

  • Healthcare organization and practice owners
  • Marketing managers
  • Front-desk staff and practice managers
  • Doctors and clinical staff

Before you begin

No account is required. The walkthrough uses the synthetic Cedar Healthcare demonstration interface. It does not enter contact details, upload an insurance card, or submit a lead.

The selected answers are demonstration inputs chosen to reveal the normal screening path. They are not medical advice, a recommendation, or a statement that any person is eligible for treatment.

What you will complete

By the end of the tutorial, you will be able to identify:

  1. The treatment-goal and immediate-safety stages.
  2. The eligibility, medication, and medical-history groups.
  3. The insurance and treatment-readiness groups.
  4. The contact, appointment, optional upload, review, and submission boundary.
  5. The distinction between structured information capture and clinical judgment.

Chapters

  1. 00:00 Black pre-roll and tutorial goal
  2. 00:06 Treatment goal
  3. 00:18 Immediate safety check
  4. 00:28 Eligibility history
  5. 00:47 Medication history
  6. 01:06 Medical screening
  7. 01:17 Insurance details
  8. 01:33 Treatment readiness
  9. 01:48 Contact and appointment fields
  10. 01:57 Optional upload and submission boundary
  11. 02:07 Expected result and fade to black

What the video shows

Opening and progress model

The video begins on pure black, fades into the Tutorial 03 goal card, and then fades into the live screening interface. A persistent FRONT-END UI and PATIENT-FACING FRONTDESK indicator identifies the public surface.

The screening progress row shows ten positions. Several positions contain grouped questions. When the last required choice in a group is selected, Frontdesk automatically advances to the next position.

The recording never clicks Continue to move forward after completing an answer-choice group. It waits for the step number, hash, and active question to change before moving the pointer again. Continue is reserved for a visitor who went back to revise an earlier answer.

1. Treatment goal

The visitor selects the service or need that best matches why they are seeking care. The tutorial highlights one synthetic path so later question groups can be demonstrated.

2. Safety check

The next stage asks about immediate danger. This check appears before routine qualification. Emergency guidance remains separate from administrative intake and normal follow-up.

3. Eligibility history

The grouped eligibility stage collects age, diagnosis, prior antidepressant use, and reported lack of response. Each answer receives a deliberate pointer movement and 520 millisecond click dwell.

4. Medication history

This group records how many antidepressants the visitor reports trying, whether psychiatric medication is current, how prior treatment responded, and whether multiple treatments were insufficient.

These are captured answers. They are not an automated clinical conclusion.

5. Medical screening

The medical-history stage collects reported conditions that may require closer review. The tutorial uses the neutral demonstration answer and explicitly identifies the clinician-owned decision boundary.

6. Insurance details

The visitor can report whether they have insurance, the insurer, and plan type. In the demonstration, Aetna and PPO are selected only to expose the normal administrative branch.

Coverage must still be verified through the practice’s approved process.

7. Treatment readiness

Readiness questions capture location, transportation, and desired timing. These answers help the team understand appointment logistics and possible follow-up needs.

8. Contact and appointment

The video reaches the blank contact form and zooms to the first field. This stage connects the earlier screening answers to identity, contact preference, language, and a requested appointment date and time.

No personal or synthetic identity is entered in this tutorial.

Final screening stages

A full-screen chapter card explains that the remaining flow can include:

  • Contact and appointment details
  • An optional insurance-card upload
  • Final review and submission

The recording stops before all server-changing actions. Tutorial 12 demonstrates the complete submitted workflow using one auditable synthetic training lead.

Expected result

You can identify what each screening stage collects and explain why administrative review must remain separate from clinical interpretation and eligibility decisions.

Responsibilities by role

  • Owners and managers approve the screening model, response ownership, and escalation policy.
  • Marketing managers ensure entry paths and general explanations are accurate and approved.
  • Front-desk staff verify identity, coverage details, and appointment logistics after submission.
  • Doctors and clinical staff interpret medical-history answers and make clinical decisions.

Frontdesk organizes reported information. It does not diagnose a condition or independently determine treatment eligibility.