Appointment Check-In

The Check-In option is available on all schedule and appointment pages. Check-In is initially available for all new and confirmed appointments. After an appointment is checked in, the Check-In option is replaced with the Check-Out option.

• Navigate to an appointments page (e.g., Schedule > Daily Schedule).
• Hover the cursor over the appointment time to display the appointment options menu.
• Click Check-In.

 

• You are navigated to the Check-In page.
• Complete the check-in form and then click Appointment Check-In.
• Note: You will only see the department and room menu options if you have configured them for your practice in Administration: Locations: Departments and Rooms; else, you will see a text box to fill in the room.

Note: The appointment is not officially checked in until you have clicked Appointment Check-In.

Upon check-in, you are returned to the appointments page. The Appointment Check-Out option is now available for the appointment.

Post a Patient Payment (Optional)

 

• At the bottom of the Check-In page, you have the option to Post Patient Payments prior to appointment check-in.
• After posting the payment, you can print a receipt (click Print Payment Receipt).
• Click Appointment Check-In.

Appointment Check-Out

The Check-Out option is available on all schedule and appointment pages. Check-In is initially available for all new and confirmed appointments. After an appointment is checked in, the Check-In option is replaced with the Check-Out option.

• Navigate to an appointments page (e.g., Schedule > Daily Schedule).
• Hover your cursor over the appointment time to display the appointment options menu.
• Click Check-Out.

Note: After you click Check-Out, the appointment is officially checked out. If no other tasks are necessary, return to the schedule to continue checking patients in and out.

Checkout Options

Upon checkout, you are navigated to the Check-Out page where you can perform optional tasks.

• Print the patient's encounter form.
• Schedule a follow-up appointment.
• Print a payment receipt.
• Add the patient to the recall list.
• Post a patient payment.
• To go to the Charge Entry page, click Proceed to Charge Entry.