How to Manually Check-In Patients

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 check-in patients at your practice.


1. Log in to your zHealth Account using your username and password.



2. Search for the patient name on your Calendar for manual check-in. Click on the little 'Gear' icon at the end of the patient name.



3. A pop-up window will open. Click on the ' Check-in ' button.



4. The small circle at the end of the patient name on the Calendar changes to blue . This means the patient has checked in.



5. 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.


6. The 'Check-in' button for an existing appointment will only check-in the patient for that appointment or appointments on the same day with the same provider.




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