Check In a Client

While a more robust client check-in feature is being considered for the future, practice staff such as receptionists and schedulers can use Appointment Alerts to denote that a client has been checked in. 

Because information in TherapyNotes updates in real-time, when a user adds an Appointment Alert to an appointment, other users will see the alert immediately as long as they are logged in to TherapyNotes and viewing the calendar.

Role Required: Any

To indicate that a client has checked in:

Click Scheduling > Click on the desired appointment on the calendar

In the Appointment Alert field, note that the client has checked in. We recommend adding a consistent, easy-to-see message such as "Checked In" 

Click the Save Changes button

The Appointment Alert will automatically be updated on the clinician's calendar in real-time, as shown below.


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