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. On the zHealth Dashboard, search for the patient name who scheduled an appointment for today and you want to manually check-in this patient. Click on the little 'Gear' icon at the end of the patient name. |
| 2. A pop-up window will open. Click on the 'Check-in' button.  Note: 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. |
| 3. The small circle at the end of the patient name on the Calendar changes to blue. This means the patient has checked in. Click on the patient name to open the chart. Under the Summary section, you will see a new note created for the current date. |
Related Articles
Check-In and New Notes
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 ...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 ...Established Patient Check-in Process
Video Demonstrating the Front Desk Check-In Process for Established Patient <br><text></text> A guide providing step-by-step instructions explaining the front desk check-in process for established ...Established Patient Walk-in Check-in Process
Video Demonstrating the Walk-In Check-In Process for Established Patient Check out the video tutorial to learn how a walk-in established patient, who does not have an appointment on the Calendar, can check in to the clinic with their phone number. ...New Patient Walk-in Check-in Process
Video Demonstrating the Walk-in Check-In Process for New Patient <br> A guide providing step-by-step instructions explaining the walk-in process for New Patients 1. The clinic should first log in to their front desk account using their front ...