How to access the waiting list

    in Check In

    Some schools use the Check In feature as their triage list, prioritizing needs to decide who to take first. Some schools accept visits and chart while the student is there with them. Some schools wait until the end of the day to chart visits and use this list as a reminder of who came in and for what reason.

    • Step-by-Step Instructions

    Go to Front Desk.

    Go to Check In.

    Students are listed according to longest wait time.

    Click Accept Visit to begin charting for that student.

    Once you are done charting the visit note, click Save Treatment Note.

    The student is now removed from the Check In waiting list.

    • Tips and Tricks

    There is no “right way” to use this feature. The decision will depend on how you like to operate and what works best for your daily routine.

    How to begin charting for a student from check in
    Click Accept Visit to begin charting for that student.

    Once a student is Accepted, they are moved to the bottom of the list with a note “Picked up by ___”. In this way, a health office with multiple nurses can see who the student is with.

    Please note: it is possible for different users to accept the same student from the waiting list resulting in more than one treatment note to document a single check in.

    Please note: a user can decide to cancel a treatment note and return the student back to the waiting list.

    Click Cancel to cancel the treatment note and return the student back to the waiting list.

    How to filter treatment notes
    Users with access to multiple templates can modify the list view by using the dropdown on the top left to manage which treatment note template displays. For example, if both the Athletic Trainer and the Nurse have access to each other’s templates and both are using Check In simultaneously, the Nurse can filter visits for the health office by changing Show All Templates to Nurse Notes and refreshing the list.
    How to remove a student from the waiting list
    Clicking Remove allows you to remove a student from the waiting list.
    How to note a student on the waiting list left the office prior to being seen
    If a student leaves the office prior to being seen, it is recommended that you still accept the visit. Next, notate that the student left the office prior to being seen and save the treatment note.

    • User Permissions Required For This Guide

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