Checking a patient in is an optional step. It is typically used when a receptionist handles check-ins before the veterinarian begins the consultation. When a veterinarian handles the check-in process and begins the consultation directly, the check-in step can be skipped.
If a new patient comes in without an appointment, start by creating a new appointment.
To check a new patient in:
In the New appointment dialog, select New client next to the Client field and add the client details in the New client dialog. Last name is required, and phone number is required by default, but you can disable the requirement by selecting the red X button at the end of the row.
Select New patient next to the Patient field and add the patient details in the Create patient dialog. Name, species, and sex are required.
Add other relevant appointment information and select Save.
Right-click on the appointment in the Appointments calendar and select Check in patient from the pop-up menu.
Selecting Check in patient opens the Admit consultation page. In Consultation details, you can check the appointment details, edit them, and add a preliminary note.
When ready, select Check in patient.
The patient is checked in and the appointment status changes to 'Checked in'.