PLEASE NOTE: Checkout Quick Entry is an older and less efficient way to check animals in and out. We have left it as a feature in HQ since some clinics still utilize this method of checkout. We highly recommend switching to Patient Flow and E-Lobby which are much faster and easier to navigate.
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, go to Clients > Check In/Checkout > 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, go to Clients > Check In/Checkout > Checkout Quick Entry.
- Choose your appointments. You can filter by status, species, vets, or search the client/animal name.
- Select the appointments by ticking the checkbox or click Select All.
- Click on Update and Checkout. This will change the animal’s status from In Progress to Checked Out.
You can even print client receipts automatically right from this screen by selecting *Print receipts after updating.
Interested in Patient Flow and Automations?
Check out our manual pages on Patient Flow here and automations here.
