Checking Patients In

  • Search for the patient you would like to Check In using their first name
  • Find the patient in your search results and select “Check In”

  • Confirm patient details to ensure you have selected the correct patient
  • Enter appointment information – time, duration, provider type, specific scheduling notes etc.


  • Select “Check In”

They will now be in your Patients Checked In field on your Dashboard!

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