Use Patient Sign-In

Use Patient Sign-In to provide a way for patients to check into your office when they arrive for an appointment. Patients can use a keyboard, fingerprint sensor, their patient reward card, or a touch screen to complete the sign-in process.

Get Started

Generally, you can start the Sign-In application on your Patient Sign-In station, and leave it active until the end of the day. You can open this feature in multiple ways: Use the method that's most convenient for you.

Open Patient Sign-In From ViewPoint ViewPoint main menu > Daily Activities > On-Deck Sign-In.

Automatically Launch Patient Sign-In - You can also start Patient Sign-In automatically, or with a desktop shortcut. See "Set Up Patient Sign-In Station" for details.

Use This Feature

1. Initiate Signing In Depending on how you have set up your greeting screen, patients can check in at your sign-in station in several ways. Be sure your greeting screen includes clear directions for each method. (Note that certain methods are available only for the Contemporary sign-in screen. See "Set Up Patient Sign-In Screen" for details.)

   Type name - If you have included a sign-in prompt on your greeting screen, you can type two or more letters of the patient's first or last name in the prompt text box and click or touch the Log In button. If multiple patients match the name you typed, you see a list of those names. The patient name always appears in this list, along with an optional additional field for identification purposes. If a patient has multiple appointments scheduled for today, the patient will be listed multiple times. The first listing corresponds to the earliest scheduled appointment, and so on. Select the patient's name, if needed, and choose Ok to continue.

   

   Use touch screen - (Contemporary sign-in screen only.) If you have included a sign-in button on your greeting screen, patients can check in by touching the button. They then choose their birthday month and day to complete the sign in process (or optionally swipe their reward card, as described below).

   

   Swipe reward card - If you have a card reader installed at the patient sign-in station, patients can check into your office by swiping their reward card. (See "Manage Patient Reward Cards" for details.) If your sign-in screen has a touch screen sign-in button, and not a sign-in prompt, the card swipe option must be enabled for the sign-in button (See "Set Up Patient Sign-In Screen" for details.) When patients arrive at your office, they must first press the sign-in button. Then, when the birthday month selector appears, they can swipe their reward card.
   

   Use fingerprint - If you have a fingerprint sensor installed at the patient sign-in station, patients can check into your office by pressing the sensor with their right index finger. (See "Acquire Patient Fingerprints" for details.)

2. Confirm Identity To complete the sign-in process, verify that the displayed patient information is correct, and click or touch Yes. Patient alerts, notifications, and sounds may be triggered after the patient is confirmed. Read the messages that appear on the screen, then select Ok to continue. (See "Get Started with Patient Sign-In" for details.)

   

3. Closing Message - When your closing message appears, the patient has successfully signed into your office, and will appear in your On-Deck Operatory Display.

Patient Rewards Points (Optional.) - You can set up your system so that patients earn points toward your Patient Rewards program when they sign in early, and lose points when they sign in late. When patients earn points for signing in early,they see the newly acquired points and their point total at the end of the sign in process. See "Set Up Patient Reward Triggers" for details.

Patient Prize Selector (Optional.) If you have included a Prize Selector button on your sign-in greeting screen, patients can press the button, then either swipe their card (if enabled) or enter their birthday month and day to review their reward point total, browse prizes, and select a prize, which triggers the pending prize process. (See "Use the Patient Rewards Prize Selector" for details.)

Exit Classic style sign-in - Generally, you can leave Sign-In active on your Patient Sign-In stations all day. Then, at the end of the day, Type your sign-in password at the patient prompt and press Enter.

Exit Contemporary style sign-in - Generally, you can leave Sign-In active on your Patient Sign-In stations all day. Then, at the end of the day, Type your sign-In password at the sign-in prompt and press Enter. Then select Main > Exit at the sign-in editing screen. If you have no sign-in prompt, you can instead press Ctrl+Q , then enter your sign-in password to exit the sign-in screen.

• Use Patient Sign-In
  • Use Patient Sign-In Screen
  • Use Staff Sign-In Options

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