CLINIC HQ

11.2.3.4. Check In Via E-Lobby

HQ’s e-Lobby is designed to let you do curbside check-in/checkout, reducing the amount of time animals have to spend inside the clinic.

Less time for the client/animal in the clinic will reduce stress and increases safety and speed.

How to use e-lobby:

  1. Click on the icon up top that looks like this: and it will bring you into the* eLobby*.
  2. You may need to go to Settings > Call & Text Add On > set up the calling and texting as prompted.
  3. When you get a message that a patient has arrived, you can drag their box to Arrived. This can be used for public or volume clients. +At this point staff will review the information on the card including but not limited to: +
  • Review notes & add if necessary
  • Confirm services
  • Sign consent form
  • send payment request
  • To add notes, click the three lines button next to the chat icon in the upper right corner of the animal’s card.

  1. These icons show you, in order, whether the consent forms have been signed, whether the client has paid, and the patient’s medical record. When the credit card dot is yellow – the request was sent, and green or red the client has paid.

  1. By clicking on the icons, you are able to send the owner those forms or an e-payment request.
  2. You will also need to confirm the services that the client is requesting. When the owner arrives, they will get an automated message asking them to confirm the services and animal. This can be disabled or set to custom in Settings > eLobby.
  3. If they indicate there are other services needed, you can click on services to edit them.


  1. Grab and slide the card to the next lane. Pending to Arrived.
    Note: If your clinic uses e-consent forms and the client has not signed the consent, a reminder will appear when moving cards. This is simply a visual reminder and it will not force staff to collect signatures.
  2. On the pop-up click “OK.” No action is taken with the okay button being clicked. The pop-up is simply ensuring that staff are aware the consent is not e-signed.

Arrived to Check In.

Once moved to the checked-in status, a tech can go get the animal from the parking lot.

Ready for Pickup lane:

The E-Lobby will not allow you to drag the animal card from the Checked In lane to Ready for Pickup.
The card will move automatically when the animal is marked as completed from the Treatment sheet. The appointment status must be “Checked Out” for the animal to appear in the lane Ready for Pickup. Changing the appointment status is most commonly done by setting up an Automation for Patient Flow.

Here is how to set up the automation for when the animal is done.
a secondary method to update the appointment status is in Clients > Check-in/Checkout. You will be able to click the animal’s in-progress button and then check them out as the animal’s status changes. Back in e-Lobby it will move the animal to indicate that they are ready for pickup.

Tip: If you use eLobby chat to gather notes or information on an animal, take a screenshot of the chat and upload it to the animal’s documents.