Patient Check-In

Patient Check In

This example describes the process of checking a patient in after reviewing previous and upcoming scheduled events and completed paperwork. 

 

  1. Access the Patient Dashboard
    1. The fastest way to access the Patient Dashboard from the ClinicTracker Main Screen is by clicking the My Patients widget title

      1. Note: For this method to work, you must have the PD setting enabled on the right side of the widget 
      2. An alternative method for accessing the Patient Dashboard is by going to: Patients -> Patient Dashboard
    2. Use the find form to select the patient

       
  2. Review the Completed Paperwork
    1. Click the Completed Paperwork button 
    2. Review the Completed Paperwork screen to determine if all required consents have been completed

      1. If yes, close the Completed Paperwork screen and continue to step 3
      2. If no, close the Completed Paperwork screen and click the Navigation button 
        1. Select and complete the appropriate paperwork item
  3. Review Patient's Scheduled Events
    1. Navigate to the Session Info tab
    2. Review the Scheduled Events Within Range window to determine the Primary Staff on today's Event
  4. Check in patient
    1. Right-click the Event and select Check-In

       
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