Remote check-in

Remote Check-In – Reception Module

The Remote Check-In feature in the Reception Module allows patients to check in for their appointments without being physically present at the clinic. This improves front-desk efficiency, reduces wait times, and ensures necessary forms and confirmations are handled in advance.

Remote check-in can be initiated through three different methods, giving staff flexibility based on patient needs and operational preferences.

Remote Check-In Methods

1. Preflight Check-In Process

Patients are guided through a complete pre-visit digital flow, including information updates, consent forms, and questionnaires.

• Navigation: Managed via the dedicated Preflight Check-In module

• Automation: Triggered automatically before the appointment based on system settings

For full setup and usage, see the Preflight Check-In Guide.

2. Manual Link via Check-In Button

Staff can manually send a remote check-in link using the Check-In button near the appointment.

Steps:

1. Go to the Reception > Schedule tab

2. Locate the relevant appointment

3. Click the Check-In button

4. In the Print Form Editor window:

   • Select the appropriate Print Form

   • Choose Email from the Print Form Output dropdown

   • Enter the patient’s Email address

   • Click Send Link to dispatch the check-in form

The patient will receive a form link to complete their check-in from any device.

3. Send Reception Confirmation Message

This is the fastest method to prompt a check-in via SMS, containing a direct link to confirm arrival and optionally complete related steps.

Steps:

1. In the Reception > Schedule tab, locate the appointment

2. Click the Reception Confirmation Message button next to the appointment

3. A confirmation window appears with the following text:
   "Send Reception Confirmation Message. You are about to send a message to the phone 'XXX...'. Continue?"

4. Click Yes to send the check-in message via SMS.

Patients receive an instant message with a link to check in directly from their mobile device.

Key Notes

• All remote check-in submissions are reflected in the appointment status in the Reception>Schedule tab.

• Completed forms and data are automatically saved in the patient's profile and appointment record.

• Multiple check-in methods ensure both structured pre-appointment flows and flexible manual options.