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Quick start guide: Checking in a patient for an appointment
Quick start guide: Checking in a patient for an appointment
Updated over a week ago

Quick start: This topic provides a high level overview of the steps required to quickly complete the task. For detailed instructions, refer to the comprehensive help topic Tracking the status of an appointment.

  1. Patient checks in with front staff and provides their name and health card.

  2. In the schedule, click the appointment to open it and change the Status to Arrived.

  3. Once the patient is assigned to a room and in that room, change the Status to In Room, and then select that room from the list.

💡 Tip: To quickly check that their health card is valid, click the appointment to open it and then click Open Chart.

Updated March 20, 2023

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