Check in a patient

When a patient arrives for an appointment, a check-in agent (or healthcare worker) verifies that person's identity by asking to see the appointment confirmation message. Patients can show the confirmation message in their email application from their smartphones or with a printed copy of the appointment details.

If the patient does not have an appointment, consider that person a walk-in patient. If patients did not register yet, you need to register them. For more information, see Create a walk-in appointment.

To check in a patient:

1. Select Check in Appointment from the Home tab.

   Note:

   If your system includes more than one location, select the location where you want to check in the patient by selecting the name of the current location at the top of the screen. You see a list of available locations. Select the location you want use for check-in and select Set Location.
2. Ask the patient to show you the confirmation message. They may show you this information by opening the confirmation email from a smart phone or by showing you a printed copy of the confirmation message. After you see the confirmation message, do one of the following:
   • Enter the code shown in the confirmation email and select Find Appointment.
   • Select Scan Code, select the camera to use, and select Allow to allow access to the camera. Scan the QR code shown in the patient message.
3. Select Complete Check In to check in the patient and add that person to the queue.

   Note:

   Select Check In Someone Else to check in the next person.

Healthcare workers use the queue to call patients one by one when ready to administer the vaccine or test. For more details, see Process an appointment.