Check a patient in
Checking in connects the front desk schedule to the clinical team’s live whiteboard.
1. Verify the appointment
Open the visit and verify the patient, owner, provider, visit type, and arrival notes. If the visit is still Scheduled, contact the client and use Confirm to record Phone or Email confirmation before arrival when clinic policy requires it.
2. Choose Check In
Select Check In from the appointment actions. The appointment status changes to Checked In and becomes visible on the whiteboard.
3. Hand off to the clinical team
Add a room or a short operational note when needed. The clinical team can move the patient into the exam from the schedule or whiteboard.