Using the Patient Chart > Using the Patient Information Window
You can add a manual check-in message to a patient’s chart that prevents the patient from checking in. When the patient attempts to check in, the software directs him to see the receptionist. As the receptionist checks the patient in, the Change Patient’s Location window is displayed, and she can see the reason for the alert — a past-due balance, forms need to be completed, and so on — and can speak to the patient about the matter.
A manual check-in message applies to the next appointment only.
After a staff member checks the patient in, the message is removed from the chart.
If you add a check-in message to a patient’s chart after the patient has been checked in, the message is automatically added for the next appointment.