Alert: First, we highly recommend turning on the two way texting inbox. You can use this inbox to text your patients, and ask them for confirmation of their appointment. You could also dictate the verbiage in your SMS to tell the patient to reply back with "yes" or "confirmed" & when the patient replies, their message will show in your inbox.
The inbox is an additional $5 per month.
1. 1. Login via web
2. Go to Appointments tab
3. Click on an appointment via the AR calendar
To confirm your appointment, click the toggle to yes. Back on the AR calendar, you will see a small green check mark-indicating that the appointment was confirmed. This is NOT an automatic process.
To check in your patient, click on Patient Check In. Next, enter in a room and any special notes that you would like to indicate.
**Customer notes are not visible to the patient, they are for internal use only.
**By checking the box that states "send to provider", the provider would receive an email and SMS that states Patient Checked In - Room 3 - Service - Name and any customer notes that were added.
Under the teammates tab, if you edit a user, you need to check the box that states "Receive Patient check-in SMS & Email" so that the provider can receive check in notifications.
If you accidentally check in a patient, you have the ability to "uncheck" their appointment
This feature is typically going to be used for the patient's arrival. When the patient arrives, the clinic can easily check them in and send the provider a notification letting them know that the patient is in the clinic. You only have the option to check a patient in on the day of the appointment.
Appointment Colors and Meanings on the Calendar:
Normal Provider Color - If a patient is not checked-in
Gray - If a patient is checked-in
Green - If appointment is linked to the procedure + the invoice is generated and payment was taken from the procedure
Red - If appointment is linked to the procedure and invoice has been generated from the procedure but no payment was taken
