Check-in the Patient

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Automatic check-in with Athelas AI

✨Smart Tip: Go to Athelas AI → Enter your prompt → Athelas AI will check in the patient and open their chart note and/or patient details automatically. You can also use Voice Mode.

Note: To check in an Appointment a Case Type must be present. If no case is associated, you will receive an error when attempting to check in.Note: When you open the Chart Note, you may have Visit alerts that are required to be addressed before you progress.

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Manual check-in

Open the Calendar → Click on the desired Appointment → Select Check-in for the patient on the Tooltip.You can also update the appointment status to Completed, No Show, Canceled, or Archived.Note: You can also “uncheck-in” the patient if checked-in by mistake.Alternate method: Navigate to Patients tab in the left navigation bar → Open the Appointments Tab → Select Check in (black square icon)