How To: 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.
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.