Checking Patients In

Between checking a patient in and the time a patient leaves the office, you can perform the following tasks:

To check a patient in:

When the patient arrives, right-click the appointment and click Check in. Several alerts might display, including a note, a warning that no referral source is indicated, or a HIPAA notification. The appointment block changes to the checked-in color, and the words Waiting room are displayed along with a timer that indicates how long the patient has been waiting.

Note: If you have turned off the patient-seating option, you will not see the waiting-room timer.

When the patient is seated for the scheduled treatment, right-click the appointment again, and select Seat. The appointment block changes to the seated color, and the words Waiting room are replaced with In chair.