How can I access and finalize patient check-in records for specific dates?

Imagine it’s the end of a busy day, and you need to verify today’s patient schedule before closing. This guide takes you through the simple steps to review records by date and close your day, with a clear success confirmation.

Steps to View and Close Patient Check-In Records:

Step 1: Log In to the Application

• Open the application and enter your username and password.
• Click on Login to access the dashboard.

Step 2: Navigate to Patient Check-In

• From the main menu, go to the Scheduling tab.
• Select Patient Check-In from the dropdown options.

Step 3: Select the Desired Date

• On the Patient Check-In page, use the date picker to choose the specific date for which you want to view records.

Step 4: Show Records for the Selected Date

• Click on the Show button to display the patient check-in records for the chosen date.

Step 5: Close the Day (if required)

• To close the day, click the Close Day button.
• A success message will confirm, “Day closed successfully,” indicating the day’s records are now closed.