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Check In Using the Patient Portal

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Patients can conveniently check in for their current appointment through the Patient Portal.

Start Check In

home page
  • From the home page, click the Appointment Check-in navigation tile.
start check in
  • After the appointment check-in process has begun, the Appointment Check-in Process wizard displays in the header on every page until you complete the check-in process. Use the wizard to quickly step through the entire process.
  • Use the select menu to navigate to a particular step or click PREV or NEXT to go to the previous or next step in the process.
  • Practices can customize the check-in process using the Custom Check-in Setup feature.
  • To begin, click Start Check-in Process.

Check In to Current Appointment

If the patient has already entered the Patient Portal through one of the navigation tiles, she can access the check-in process by going to Patient Appointments > Upcoming Appointments on the navigation menu.

upcoming appts
  • To check in to the current appointment, click CHECK IN.
  • The patient is taken to the beginning of the check-in process.

Complete Check In

complete check in
  • After all of the information in the check-in process has been completed or confirmed, click Complete Check-in Process.

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