Record arrival
Find the appointment on Today or Calendar and check the patient in when they arrive. The visit then appears as Checked in.
Use the queue to see who is waiting and which visits are already in consultation.
Start the consultation
A clinician opens the visit and starts the consultation. The status changes to In consultation so the rest of the team can follow progress.
Do not use another clinician’s sign-in to record work. Each person’s account identifies who authored clinical records.
Close the loop
Complete the visit when the consultation is finished. Record billing and any follow-up needed.
Use cancellation or no-show actions when appropriate rather than marking a missed visit completed.