Appointment Types Wiki Table

Appointment & Scheduling Definitions

Patient Types

New-To-Klinic

A patient’s very first appointment at Klinic for any service.

• They have never had any appointment or service at Klinic Medical.
• Requires full intake paperwork (general + service-specific).
• Visit is treated as an initial evaluation with extended time for history, assessment, and treatment planning.

New-To-Service

A patient who is already established at Klinic, but is starting a new service line (e.g., currently in SUD treatment(s) but now beginning Psychiatry & Mental Health treatment).

• They have a history with Klinic, but no prior visits for this specific service type.
• Requires service-specific intake paperwork only (not the general intake again).
• Visit is scheduled as an initial evaluation for the new service.

Established-To-Service