You can check in a patient either through the Timeline or through the Receptionist Dashboard
Preparing for Patient's Arrival / Morning Huddle
Clicking into the appointment from either the Timeline or the Receptionist Dashboard will open up an appointment card.
If you click on the Timeline, you'll see a condensed version of the above.
The card contains:
Appointment name and treatment plan
Notes
Social notes: This is a great opportunity to display excellent customer service. You can write anything that makes the patient special such as "prefers soda water on arrival." So that you can ask them as soon as they walk into the practice.
Scheduling notes: Any scheduling information about that specific appointment - such as if it's been cancelled, rescheduled, etc
Clinical notes: Medical notes that the clinicians have written previously
Automations: automatic SMS, emails or tasks that were created in relation to the appointment
Outstanding Invoice information (if any)
Tags (if any)
Patient's personal details: Name, age, gender, phone, address & last visit
Allergies or Medical Alerts (if any)
Date & Time of Appointment
Location (Practice name)
Practitioners and patients attending appointment
Checking in your patient using the Timeline
Click on Timeline either from the main menu or on the top right corner of the Receptionist dashboard.
1) Click into the appointment
2) The appointment card will open up on the right hand side. Read through for patient information, notes, or any medical alerts.
3) Click Check In Patient on the top right corner.
4) Complete any outstanding items on the Check-in Checklist. You and the patient must complete these tasks before their appointment.
To learn how to configure checklist items to an appointment type, click here
Checking in your patient using Receptionist Dashboard
Patients will appear on the Receptionist Dashboard on the date of their appointment.
Their status will be under 'Expected Arrivals.'
You can predict the next patient walking into the practice by looking at the this section. Expected Arrivals are organised from earliest to latest appointment.
In the appointment line, you can see the
Time of appointment
Patient photo Use this to identify the patient as they walk in.
Name
Appointment type
When you click into the the appointment line, you'll be able to see the appointment card as per above.
1) When the patient arrives, click Check In on the bottom left side of the appointment card OR on the right side of the appointment line.
2) Complete any outstanding items on the Check-in Checklist. You and the patient must complete these tasks before their appointment.
To learn how to configure checklist items to an appointment type, click here
3) You can choose to notify the dentist that the patient has arrived by clicking the Notify the dentist button.
4) Once all items on the Checklist have been completed, the receptionist can now click Complete Check In.
5) The appointment will move into the 'Expected Departures' section while the patient is having treatment.
Reversing check in status
If you need to reverse the patient's check in status, click on the 3 vertical dots in the appointment line and choose revert check in. This will cancel the patient's check in status and move them back into the Expected Arrivals section of the Receptionist Dashboard.