Clinical Overview: Check In a Patient to Individual Appointments

Click here to return to the Clinical Overview table of contents

1. Go to Scheduling 🡪 Schedule.
   
   
   
   
    
2. Navigate to the appointment you want to check in.
3. Double-click on the appointment, change the patient’s status to Checked In, and click Save.
   
   
    
4. Right-click and select Checked In.
   • If you use the Right-click method you will see a status change warning, click Yes.
     
     
5. Complete the Check-in Popup (This pop-up must be enabled in Setup 🡪 Billing/Program Defaults 🡪 General Tab 🡪 Show Check-in Popup).
   • If there is a fee indicated (Ex. $50 fee) or if you wish to enter a fee for the service, you can do so in the table under the Fee column.
   • If the patient is paying the co-pay for this appointment, paying for past due services, or paying for future services enter the Amount Paid, Method of Payment and any applicable Notes.
   • If NO money is to be collected, leave as is.
6. Once you have entered any desired information click Save.
   
   
    
7. Click the Print button if you wish to print a receipt of payment for the patient.

You can view a print preview by clicking the Preview button.


 

Close the pop-up when finished.