Confirm an Appointment or Check a Patient In

Confirm an Appointment or Check a Patient In

You can easily confirm an appointment for a patient within your AR system! 

First, we highly recommend turning on the two way texting inbox. You can use this inbox to text your patients, and ask them for confirmation of their appointment. You could also dictate the verbiage in your SMS to tell the patient to reply back with "yes" or "confirmed", when the patient replies, their message will show in your inbox. 

You can also use our streamlined check in process to easily notify providers when a patient has arrived! 

Confirm an Appointment 

  1. Login via web 
  2. Go to Appointments tab 
  3. Click on an appointment via the AR calendar 
  4. Click the toggle to confirm the appointment 
  5. On the AR calendar you will see a small green check mark-indicating that the appointment was confirmed. 

Check a Patient In For Their Appointment 

This feature is typically going to be used for the patient's arrival. When the patient arrives, the clinic can easily check them in and send the provider a notification letting them know that the patient is in the clinic.
  1. Login via web 
  2. Go to Appointments tab 
  3. Click on an appointment via the AR calendar 
  4. Click the "Check Patient In" button 
  5. Next, enter in a room and any special notes that you would like to indicate. 
    1. Customer notes are not visible to the patient, they are for internal use only. 
  6. By checking the box that states "send to provider", the provider would receive an email and SMS that states Patient Checked In - Room 3 - Service - Name and any customer notes that were added 
    1. Under the teammates tab, if you edit a user, you can check the box that states "receive notifications" if that is checked the provider can receive check in notifications. 
  7. If you accidentally check in a patient, you have the ability to "uncheck" their appointment