Checking a patient in

In the Appointment Book, you can manage an appointment's progress: you can check in a patient when they arrive for their appointment and then monitor the progress of that patient through your health service during their appointment.

For example in the Appointment Book:
Example appointment lifecycle
  • Appointment booked iconVera's appointment is booked but she has not yet arrived
  • Checked in iconMartin is checked in and is waiting
  • Service in progress iconBrian is seeing a provider (service in progress)
  • Appointment complete iconTheresa has seen a provider and the service finished
Having already booked an appointment, to check a patient in when they arrive:
  1. In the appointment book, select the patient.
  2. Click Check in buttonCheck In.
  3. In the Service Record window, the date and time of arrival are automatically listed. Record any other information as required, including setting the priority. For more information, see Service Record - Detail.
  4. Click Select iconSave.

The patient's status is changed to Checked in iconWaiting.

The other appointment status changes occur automatically when the service is started from the service record and the clinical record is closed.

To open a patient's biographic information from the appointment book, select the patient's appointment and click Biographics buttonBiographics.

To view a list of all upcoming appointments for a patient, click Services buttonServices and search for the patient. Deselect Future Only to view all appointments.

To take payment when a service is finished and the patient returns to reception, in the Service Recording window, double-click a patient and select Edit Service Details.