Check-in defaults and check-in report settings

Estimated reading: 4 minutes

Set applicable check-in defaults including checked-in by options. Specify Check-In Report information and printing preferences.

Before you start

Security

Setup

The check in report prints directly to the assigned printer, you cannot select a different one.
The check in report is only available from the Check-In/Out window.

Navigate to Controls > Defaults > Practice and Workstation > Check-in.

Reason for visit: Select a reason for non-appointment check ins. Reason can be changed at time of use.
Default room: Select a room for non-appointment check ins. Room can be changed at time of use.
Staff ID Enter the staff ID or F2 to search and select from the staff list for non-appointment check ins.
Checked-in by Required: Select to require Checked-in by field entry when checking in a patient.
Default Checked-in by to logged-in user: Select to default the logged-in user’s staff ID as the checked-in by staff ID.
Verify check out: Select to display a confirmation prompt when you click Check out from the Check-in/Out window or Census List (F3).
Use check-in date for compliance: Select to calculate patient compliance based on check in versus using invoicing to track compliance.
Click Apply to save your changes and continue setting defaults or click OK to save your changes and close the window.

Navigate to Controls > Defaults > Practice and Workstation > Check-in > Check-in Print Options.

Select the information and history types to print on the Check-In Report.
Specify the range to include for each selected information category.
Hide Whiteboard Notes: Select to hide notes made from the whiteboard, when including Medical notes.
Expand lab results: Select to display all lab result details instead of only the test name. The Lab results option must be selected first.
Hide voided items: Select to not include voided items.
Print birth date as age: Select to print both the patient’s age and birthdate. Clear the checkbox to print the age only.
Select Print check-in report option as Always ask, Always print, or Never print.
Print history in date order: Select to show information in the order it was completed.
- The setting can be further defined by selecting how many lines to display from the # of lines of history to print drop-down.
- Clear Print history in date order to show information by history category only. There is no number of lines setting available for this option.
Click Apply to save your changes and continue setting defaults or click OK to save your changes and close the window.

Check-in defaults

Check-in defaults for reason for visit, room and staff are best left as none or blank when using appointments as your primary method of checking in patients.
- This is to prevent accidently checking in patients with the wrong reason, room or staff.
A default staff ID is recommended for single doctor practices only.
Using check in date for compliance is recommended for assessing compliance based on seeing patients (checked in) vs. billing (invoicing) only.
Set the check in report to give the medical team a current snapshot of the typical patient. Patients with fewer visits will display less information and medically intensive patients will display more.
The range selection for patient information and history will only show history from the patient record that is within the defined period. If using the # of lines to print, less information than defined may display.
Example: The last 12 months of prescriptions, lab information and callbacks is selected as 10 lines to print. A patient with a history intensive record for the past 12 months will only display 10 lines in date order comprised of prescriptions, lab information and callbacks, even though additional entries for selected history types exist within the 12-month definition.