Patient Check-in
There are multiple ways to check in for an appointment.
Client Self-Check In
Send the Client Self-Check-In and Self-Check-In Consent forms from the schedule before checking the patient in. If the client submits the self-check-in after the appointment has started, the data provided by the client will not populate.
From the Schedule tab
Select the appointment to check in from the Schedule.
Select Checked In from the Status drop-down.
THIS ALSO UPDATES THE PATIENT STATUS ON THE FLOW SCREEN.
From the Flow tab
From the Flow page in the Awaiting column, select Check-In.
Complete the Appointment Intake form.
Once the Intake form is completed, click outside the window for the appointment to move to the Checked In column.
THIS ALSO UPDATES THE PATIENT STATUS ON THE SCHEDULE.