Check In Patient

Complete the following steps to begin the check-in process:

1. In Patient Tracker, locate the appointment you want to check in. You can filter by location, patient name or date of birth, resource or provider, or phase.
2. Select the appointment and select Check In Patient or Send Self Check-In.
   1. If you select Send Self Check-In, the patient will receive an email or text by which they can complete their check in. The patient selects a link, enters their name and date of birth to authenticate, and completes the check in. At this time, you can proceed to check in the patient.

      Note:

      If the patient provided an email address, they receive an email notification when you select Send Self Check In. If they have only a phone number listed and they have granted permission to send SMS text messages, the patient receives an SMS text notification to complete check in.
   1. If you select Check In Patient, Patient Details opens.
   1. If the check in cannot be completed at this time, select Cancel on the Patient Details screen. This updates the appointment state to Arrived. When you are ready to complete check in, select the appointment and select Complete Check In. Patient Details opens.