When patients come in for their scheduled appointment, the first thing you need to do is to check-in the patients. When you check-in a patient through zHealth Scheduling Dashboard, the system automatically creates a SOAP note for the visit.
Let's check how check-in and SOAP note creation work together:
1. Access your zHealth Dashboard. Search for the patient name on your Calendar for the current date. To manually check-in the patient, click on the little ' Gear ' icon at the end of the patient name.
Note: The 'Check-in' button for an existing appointment will only check-in the patient for that appointment only or appointments on the same day for the same provider.
3. Click on the patient name. You will be redirected to the Patient Profile. Under the Summary section, you will see a new note created for the current date. Click on the "Edit" button available for the note created for the current date to start documenting the patient visit.
Important Notes : 1. Sometimes a provider DOES NOT want to create a note, but need a place to put patients so staff and other providers know the room is taken or booked. With zHealth Software, you can do that with the Placeholder Column. A Placeholder Column won't produce a note and will not allow a patient to check-in. This feature would be beneficial for an appointment column that is shared by different providers like a laser room or a patient needs something from another provider in addition to an existing appointment with their main provider. If you'd like a way to have an appointment column that does not generate a note (called a Placeholder Column), please reach out to your Customer Success Specialist or email firstname.lastname@example.org for more information. 2. When a patient self checks-in using kiosk at your practice, our system updates the appointment status and the color changes to blue. zHealth then automatically creates a SOAP note for the current date. Providers can click on the patient name from the Calendar and start editing the SOAP note created for the current date, available under Summary section of the Patient Chart. 3. When a patient is checked-in, our system maps the new SOAP note only with the existing appointments for the day under the default provider name.
Enabling Patient Self Check-In
Something that comes up regularly is facilities and providers who want to allow their patients to self check-in when they arrive for their visit. If your facility has turned this feature on, you would require a kiosk stand with a computer or tablet ...
How to Manually Check-In Patients
When you have patients who have been coming to your practice for a long time and you don't want them to fill their personal and insurance details through a tablet or patient portal, you can manually check them in. Follow the below steps to manually ...