Checking in a patient
Mark a patient as arrived so they join the waiting room queue.
Overview
When a patient arrives, checking them in marks the appointment CHECKED_IN, gives them a queue ticket for the day and puts them on the queue for that appointment's location. The queue page updates by itself for everyone who has it open.
Check-in is done from the appointment, not from the queue page. Patients can also check themselves in at the clinic's kiosk tablet, if you use one.
Prerequisites
- Owner, Admin, Receptionist or Nurse
- The patient has an appointment for today that is not cancelled
Steps
Find today's appointment. Open Appointments and find the patient's appointment, or open the appointment itself.
Press Check In. On the list it is Check In; on the appointment page it is Check In Patient.
Complete the profile if asked. If the patient's profile is missing too many details, the app lists them and asks you to complete the profile before check-in.
Open the queue to see them. Open Queue and pick the location. The patient is under Waiting, with the time they were checked in.
Expected outcome
- The appointment status is
CHECKED_IN - The patient is in the Waiting section of that location's queue
- Everyone with the queue open sees the change without refreshing
Troubleshooting
| Symptom | Likely cause | Fix |
|---|---|---|
| "Patient is already checked in" | They were checked in already | Look for them on the queue |
| Patient not on the queue | Another location is selected | Pick the appointment's location at the top of the queue page |
| Patient not on the queue after a reload | Live updates dropped | Press Sync from Appointments on the queue page |
| No Check In button | Your role cannot check patients in, or the appointment is cancelled | Ask the front desk |