Check-In
Learn how to Check Into Appointments
Last updated
Learn how to Check Into Appointments
Last updated
When checking into an Appointment, you are presented with a dialog showing essentially three distinct areas of input including Appointment Date Information, Resource(s) that are Checking In, Appointment Checklist Information as well as Check-In Location; these areas are further described in this article.
This part of the Check-In process captures the relevant Date and Time information. Maica offers configurable capability for Check-In information to ensure that Appointments can be accurately recorded.
When Checking-In to your Appointment, Maica will automatically populate the Date and Time information to the current Date and Time. This can be configured by manually entering any desired Date and Time, or by setting the information directly to match the Scheduled Appointment by selecting the text shown below.
This part of the Check-In process determines which Resource(s) are Checking-In at any given time. When you check in to an Appointment for the first time, all of the Resource(s) allocated to that Appointment are automatically populated. This can be modified by manually removing any resources that are not currently Checking-In. To Check-In these Resource(s) at a later time, simply reselect the Appointment, then Check-In, and repeat the process. All Resource(s) assigned to the Appointment who have not already Checked-In will be automatically populated once again.
The status of the Appointment changes from Scheduled to In Progress after the first Resource(s) checks in.
This part of the Check-In process captures any Checklist(s) assigned to the Appointment. If a Checklist(s) has been associated with an Appointment, you will be presented with the list of each Checklist Item and asked to capture the outcome of each item.
This stage will only show Checklist Item(s) that are set to an execute status of Before or Either
For each Checklist Item, if so configured in the Checklist, you are prompted to provide further information to manage possible outcomes of Checklist Items in the form of a Note. You access this Note by simply clicking on each Checklist Item.
This part of the Check-In process captures accurate Check-In Location information. Maica offers the ability for Check-In locations to be tracked to ensure that Appointments can be accurately recorded.
In order for a Location to be obtained, the User must have Location Permissions set to Allowed on their Device or Browser.
