Manage the daily schedule
Keep your day running smoothly — here's how to check patients in and keep every visit status current.
When a patient arrives, you'll check them in from the schedule to collect any outstanding copays or intake forms and move them into a room. This keeps your care team aligned on who's waiting, who's being seen, and when the next room opens up.
When a patient arrives, click their appointment on the schedule.
Click Check in — you'll be prompted for copay collection and intake forms if anything is still outstanding.
The check-in process handles copay collection and any pending intake forms automatically, so you don't have to chase these down separately.
The dashboard updates in real time, so your whole care team sees who's roomed and who's waiting.
Your whole care team sees these updates instantly, so rooming decisions and room turnover happen without delays.
What's next
Once patients are checked in and roomed, update their visit status as they move through care — from waiting to in-progress to ready for discharge — so the schedule stays accurate and rooms turn over on time.