Patient check-in simplification



At present, users go through a number of steps in order to Check-In a patient:
1. Select Patient - only required if the appointment doesn't have one
2. Select Work List - if the schedule is associated with work lists
3. New Weight - record the patient's current weight
4. Customise Flow Sheet - creates a Smart Flow Sheet for the patient, if the selected work list requires one
5. Print - print documents associated with the schedule/work list

Each of these steps display a new window, and each window requires a click to get to the next step. On completion of the steps, the Edit Visit window is displayed.

To reduce the number of clicks, the steps will be displayed in a single Check-In window. This will contain:

  • Clinician
    The clinician to assign to any records created during Check-In.
    If the practice Use Logged In Clinician option is:

    • enabled, this will default to the current clinician, or the appointment clinician if the current user is not a clinician

    • disabled, this will default to the appointment clinician

  • Patient
    If a patient is present, this will display the name of the patient.
    If not, a binocular field will be displayed to select one of the customer's patients.

  • Work List
    Only displayed if the schedule is configured with work lists.
    Displayed as a binocular field.
    May be left blank

  • Smart Flow Sheet
    If the Work List indicates a Smart Flow Sheet is required, this will enable the Department, treatment Template and Duration of Stay to be customised

  • Weight
    Displays the current weight.
    Provides fields to enter the new patient weight, units, and clinician.

  • Print
    Provides a list of documents to print, based on the Schedule and Work List selection.

The window provides OK and Cancel buttons.

The OK button is only enabled if a patient is selected. Clicking it:

  • creates a Task, if a Work List was selected

  • records the patient weight, if any

  • creates a Smart Flow Sheet, if required

  • prints any selected documents

  • continues the Check-In workflow

The Cancel button cancels Check-In.




Tim Anderson


Tim Anderson




Fix versions