Change Patient Appointment Status

Mark Patient as Arrived

When a patient arrives for an appointment, initiate the check-in process.

1. Click the Scheduled tab on the Dashboard. Patient appointments for the day that are not checked in displays.
2. Click the drop-down arrow and select Arrived. The appointment moves to the In Office tab.

Mark Patient as Checked In

When a patient has been marked as Arrived and the front office check-in process is complete, change the appointment status to Checked In.

1. Click the In Office tab on the Dashboard. All patients scheduled for the day who have an in-office status displays.
2. Click the drop-down arrow and select Checked In. The appointment stays in the In Office tab.

Room Patient

Patients can be assigned to an exam room.

1. Click the In Office tab on the Dashboard. All patients scheduled for the day who have an in-office status displays.
2. Click the drop-down arrow and select Roomed. Then, select a room. The appointment stays in the In Office tab and status updates to Roomed.

Clinical staff can now create a note from the appointment. Once the note is created, the status updates to Note in progress.

Check Out Patient

Once the patient visit is complete, mark the patient as checked out.

1. Click the In Office tab on the Dashboard. All patients scheduled for the day who have an in-office status displays.
2. Click the drop-down arrow and select Checked Out. The appointment moves to the Finished tab. When necessary, schedule a follow-up appointment for the patient.​

Once the note for the appointment is signed, the status updates to Note Signed.

Mark Patient as No Show, Rescheduled, or Cancelled

1. Click the Scheduled tab on the Dashboard. Patient appointments for the day that are not checked in displays.
2. Click the drop-down arrow and select No Show, Rescheduled, or Cancelled. The appointment moves to the Finished tab.