Where to find it: In the left sidebar, click Check-In. You’ll see pages for the Dashboard, Calendar, Shift Management, Clock In / Out, and Form Submissions (requires the Form Submissions Read permission).
Prerequisites: You need at least one Location, Provider, and Service set up. The calendar and appointment booking are covered in Scheduling — this section focuses on the dashboard, staff time tracking, and shift planning.
Daily Dashboard
See appointment metrics, chase pending intake forms, and handle alerts.
Patient Self Check-In
Run a kiosk where patients check themselves in for today’s appointment.
Staff Time Tracking
View clock-in records, compare scheduled vs. worked hours, and export for payroll.
Shift Planning
Plan provider shifts and blocks for the week, resolve conflicts, and clear holiday schedules.
What New Front Desk Staff Should Know
When you first open Check-In, here’s what to expect:- Start on the Dashboard. It gives you a snapshot of how busy the day (or week) looks — how many appointments are booked, which patients still need to fill out forms, and any alerts that need attention.
- The Calendar lives here too. The main appointment calendar (documented in Scheduling) is accessible from the Check-In section. That’s where you book, reschedule, and manage individual appointments.
- Shift Management is for planning ahead. If you’re responsible for setting provider schedules, the shift calendar lets you see and edit who’s working when across all locations.
- Clock In / Out is for time tracking. If your clinic uses time tracking, this page shows who clocked in, when, and how their hours compare to what was scheduled.
Permissions
Check-In features are controlled by role-based permissions:
Admin users have full access to all Check-In features.