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Check in a patient at the front desk

Use the check-in queue to mark a patient as arrived when they walk up to the desk. Checking a patient in starts their visit record so the care team can open their chart.

Before you start​

  • You need a role with check-in access (Front Desk Staff, Patient Access Rep, Practice Manager, or Admin).
  • Go to Scheduling → Check-in in the left menu. The page is titled In-Person Check-In and lists today's in-person appointments only — tele-visits are managed on the Scheduling page instead.
  • The patient should already have an appointment today. If not, see the walk-in tip below.

Steps​

  1. Find the patient in the queue. Use the status filter buttons (All, Scheduled, Arrived, In Progress, Completed) to narrow the list, and the refresh button to pull the latest statuses.
  2. On the patient's card, click Check In / Arrive. The button shows Checking in… briefly, then the card's badge changes from Scheduled to Arrived.
  3. Once arrived, the card shows more actions:
    • Open Chart — opens the patient's chart for the care team, already linked to this visit.
    • Assign room… — place the patient in a room (see the vitals and rooms guide).
    • Vitals — record rooming vitals.
    • Check out — complete the visit at the end (see the check-out guide).

Tips / Troubleshooting​

  • Walk-in with no appointment? Click Walk-in at the top of the page. You'll be prompted for the patient's name, email, phone, and reason for visit; the system creates the patient, books a visit for right now, and checks them in — all in one go.
  • Check-in failed? If the visit record can't be created, the card shows a red error and the patient's status is not changed. Click the retry icon (or Retry Check-In) to try again.
  • The counters at the top (Total, Scheduled, Arrived, In Progress, Completed) give you a live picture of the day.