We have our first patient of the day, let's grab our coffee and get them checked in!
First, head to the Practice Manager found on the top left of the screen:
Find the patient under the Today's Appointments column and select from the options tab (3 dashed lines) to the right of their name (check photo below for reference).
There are 6 actions you can select from the drop down options:
Summary: Click this to view key details of the appointment such as Appointment Type, Length, Confirmation Status, etc. From here, you can also edit the appointment by selecting "Edit Appointment."
Outcome: Where the Provider will enter the S.O.A.P. notes, Diagnosis, Charges, Treatment plan, and relevant Files for this specific appointment.
Checkout: View the appointment charge and collect payment, see any Plan Notes entered by the Provider, as well as upcoming appointments.
Patient in office: Update the Appointment Status of a patient to "Arrived."
Check in: Assign any relevant Room or Resource and finish Check In.
Cancel Appointment
To check a patient in, you can either select Check In or click and drag the Appointment Tile over from Today's Appointments to Checked In!
✨PSST!✨ Need to mark your Patients In Treatment? We got you - CLICK HERE! You can also CLICK HERE for a guide on how to Check Patients Out! ✅