Check In a New Patient Without an Appointment

If a new patient comes in without an appointment, start by creating a new appointment.

  1. In the New appointment dialogue, select New client next to the Client field and add the client details in the New client dialogue. Last name is required, and phone number is required by default, but you can disable the requirement by clicking the red X button at the end of the row.

  2. Select New patient next to the Patient field and add the patient details in the New patient dialogue. Name and species are required.

  3. Add other relevant appointment information and select Save.

  4. Right-click on the appointment in the Appointments calendar and select Check in patient from the pop-up menu.

  5. On the Consultation details page, you can view and check the appointment details, edit them, and add notes.

  6. When ready, select Check in patient.

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