After the patient signs in for their appointment, a member of your administrative team needs to check them in before a doctor’s visit can begin.

From the receptionist’s dashboard, a list of patients waiting to be checked in will be visible. Click the “Not Checked In” button.

This will take the receptionist to the patient activity log. Here, a patient’s name, date of birth, phone number, as well as a screenshot of them can be viewed.

Here, a text chat can also be had with the patient.

To proceed, click the “Check-in Patient” button.

This “Check-in Patient” will now change into an icon that reads “Transfer.” Tap this button to reveal a list of HCPs available to see the patient.

Next, select the HCP in which the patient will be seeing, then, click the “Transfer Patient” button.

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