How to Check-In
All patients with scheduled appointments start with a Pending status but you can change the status of numerous animals to In Progress all at once. Let’s say you have a volume client scheduled for the day, and you want to check all of their animals in simultaneously. To do so, click on Checkout Quick Entry, choose your appointment type, keep your appointment status as Pending, and either Select All animals to check-in or choose them individually. Once you choose your animals, click on Update and In Progress, and those animals will all change to the In Progress status:
How to Check Out
You can also check out numerous animals at the end of your day. Let’s say you have numerous vets working at the clinic on a certain day. You can check out the animals for a specific doc or for all of the docs at once. This option is also helpful when an owner has more than one animal at your clinic for surgery. You can choose to checkout all of their animals at once and print their receipts right from this screen.
To do so, click on Checkout Quick Entry, choose your appointment type, change the appointment status to In Progress via the dropdown menu, choose a species (or keep the option All Species), and choose your vet (or keep the option All Vets). Once you choose your animals either individually or by Select All, click on Update and Checkout, and those animals will change from the In Progress status to the Checked Out status.
You can even print client receipts automatically right from this screen by selecting Print receipts after updating.
Example of Printing by Vet
Interested in Patient Flow and Automations?
Check out our manual pages on Patient Flow here and automations here.
You can also take our Setup and Go-Live classes at Clinic HQ University to learn more about Patient Flow and setting up automations!
