Checking the Patient In and Out from the Day View

You can check the patient in, seat the patient, mark the appointment as completed, and check the patient out from the appointment card and from the appointment tile on the day view.

To perform these actions from the day view:

  1. To check the patient in, click the appointment tile once and select Check In from the panel. The tile fills with the category color.

  2. When you seat the patient, click the appointment tile once and select Seated. A border surrounds the colored tile.

  3. When the procedures for the appointment are complete, click the appointment tile once and select Completed. The tile becomes a pale color.

  4. To check the patient out, click the appointment tile once and select Check Out. The appointment card is displayed over the patient's ledger.

  5. Click Post. The charges are posted to the ledger and the appointment tile is completely grayed out.

 

Related Topics

Confirming Appointments

Rescheduling Appointments

Cancelling Appointments

Managing Patient Recare

Adding a New Patient

Scheduling Doctor / Assistant Time

Using the Auto Scheduler

Booking Family or Group Appointments