Add a Patient as Checked-In

To add a patient to the Checked-In column:

  1. On the Front Desk Patient Flow screen, click Add.
  2. Select an existing patient and click Next, or add a new patient.
  3. The Purpose of Visit dialog box appears, allowing you to assign a purpose to your patient’s visit, as well as assign an appointment color. Click OK.
  4. The Select Room Number dialog box appears. Choose a room and a provider for this appointment, and click OK.
  5. Select your patient’s visit purpose and appointment colors, and click OK. You may select one or multiple visit purposes for your patient.
  6. To complete the patient’s check-in, click OK. To cancel this patient’s check-in, click Cancel.

    If you do not select a room or a provider, an alert displays asking you to choose these options in order to continue.

    Any other alerts set to display for this patient upon check-in display at this time.

    Your patient then appears in the Patients Checked-In column.