July 31, 2020

Tip of the week: checking in

This week we look at checking in appointments. What may seem like something that is not worth much attention is actually a powerful way to automate workflows and speed up appointments.

Tip of the week: checking in

Welcome to the tip of the week.  This week we look at checking in appointments.  This seemingly dismissible concept delivers a serious boost to productivity.

Why should we check in appointments?

Well, because checking in will allow you to automate all kinds of things. For example, instead of having to select a medical note each time you see a visit, you can assign a default medical note to the appointment type (remember those from a few weeks ago?).  The same thing is true for bundles.  You can even start an invoice or estimate at the same time.

Also, after an appointment is checked in, you'll be able to designate which room the patient is in (by clicking on the status).  Best of all, you'll be able to check out the appointment, which will save a ton of time too.  We'll cover checking out next week.

How do we check in an appointment?

Easy, the check in option will appear at the bottom of your appointment.  Once you click on that link, the check in form will appear and you'll be able to check in.

The option to check in an appointment appears at the bottom of the appointment window.

By the way, if you make a mistake, you can always "undo" the check in and start again.  This option will be available in the appointment form after the appointment is checked in.

In conclusion...

Checking in appointments can help automate a lot of the work that would otherwise require extra clicks.  Setting defaults on the appointment types will ensure that mistakes are avoided.  Lastly, checking in will make checking out much easier too - you save time on both ends of the appointment.

Cover photo by Helena Lopes on Unsplash.