Patient Check-in
There are multiple ways to check in for an appointment.
Client Self-Check In
You can send the client their check-in and check-in consent forms before starting the appointment. If the client submits their forms after the appointment has started, the data they provide will not populate.
To send self check-in forms to the client:
Select the appointment in Schedule.
Select one of the following:
Text Self Check-In: The client receives the self check-in forms via SMS.
Email Self Check-In: The client receives the self check-in forms via email.
Check In Patient from Schedule
Select the appointment in Schedule.
Select Checked In in the Status field.
Select Start Appointment.
The patient’s appointment status updates to In Progress in Flow.
Check In Patient from Flow
Select the appointment tile in the Awaiting column in Flow. The Appointment window displays.
Select Expand Intake Form.
Complete the intake form, which includes client information, appointment notes, private notes, and other details.
Close the Appointment window, then select Check In on the appointment tile.
The patient’s appointment status updates to In Progress, and the appointment tile moves to the Checked In column in Flow.