Scheduling - Check In Status Window Overview

Use the Check In Status Window in Scheduling to check in patients for their appointments, and once they are checked in to maintain the status or phase of their appointment.  The table following the window example describes the three major areas within the Check In Status Window:  Parameters Area, Appointment List Area, and Change Status Area.

Tips:  

• You may find it handy to minimize the Check In Status Window when you are not using it.  Whenever needed again, you can click the Check In Status button on the Windows Task Bar to maximize the window.

• The Check In Status Window automatically refreshes according to the refresh rate setting maintained during Scheduling Setup Maintenance.  Or, you can press [CTRL + x] to refresh now.

• Another method for checking in the patient is to use the Scheduling - Check In Wizard, which allows you to make changes to the patient information such as address, insurance coverage.  You can also print patient documents, such as the superbill from the wizard.
  Tip:  The Check In Wizard only changes the status to Check In.  You can not set the other statuses using the wizard.

• For more information about working with data in fields, see Data Entry Guidelines.

Directions:

To see directions for...

• Opening the Check In Status Window, click More.

   

  1. Click the View Menu from the Menu Bar.

  2. Click Check In Status.
     
     Keyboard shortcut:  [ALT] [v] [c]

  Tip:  You do not have to open Scheduling to display the Check In Status Window.

   

• Changing the status for a patient appointment, click More.

   

  Note:  After the patient is checked in, the appointment line is highlighted in green to alert you.

  • Basic Method:
    
    The following steps describe the basic procedure for changing a patient's Appointment Status.

  1. Enter the values in the Parameters Area to specify which appointments appear in the list.

  2. At the Appointment List Area, select the appointment that you want to change.

  3. At the Change Status Area, enter the time for the new status - Check In, Lab, Check Out, etc.
      

  4. Advanced Method - Shortcut Menu:
     
     The following steps describe how to change the status of an appointment using the shortcut menu.  You can use this option to change the status from Check In to Take Back and from Take Back to Check Out.

  1. Click to highlight the appointment in the Scheduling Window - Appointment Book Area.

  2. Right-click to display the Scheduling Shortcut Menu.

  3. If the Appointment Status is currently Check In, you can click Take Back to change the status.
     Or, if the status is current Take Back, you can click Check Out.
      

  4. Advanced Method - Wizard:
     
     You can use the Scheduling - Check In Wizard to change the Appointment Status to Check In.

   

Check In Status Window Example:

Tip:  To see detailed information, the cursor becomes a hand when you position the cursor over a field or section.  Click once to display the associated topic.