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Appointments - Checked In

Overview​

When the patient arrives and the provider checks them in, an entry appears in the Appointments > Checked In feed. This confirms attendance for the attorney and case manager and also signals the PCH Medical Records department to follow up for visit records.

Appointment Checked In

What each card shows​

  • Title: "Activity - Appointment Check In".
  • Patient: Patient name.
  • Provider: Treating provider/facility.
  • Specialty: Provider specialty.
  • Date and Time: Scheduled appointment date/time with timezone.
  • Location: Address of the appointment.
  • Timestamp badge: When the check-in was logged (e.g., "1 week ago").

Behavior​

  • Trigger: Provider marks the appointment as Checked In in their workflow.
  • Notifications: Appears in the attorney/case manager activity feed confirming the patient showed.
  • Downstream: Triggers PCH Medical Records to begin record retrieval for the visit.

How to use it​

  1. Review check-in details to confirm the visit occurred.
  2. If next steps are needed (e.g., request imaging, verify lien forms), create tasks in your case workflow.
  3. Monitor the Documents section for the uploaded records from the visit.

Tips​

  • Search: Filter by patient or provider to find specific check-ins.
  • Follow-up: If records are delayed beyond your SLA, check the case’s Records queue and contact the facility if needed.

Troubleshooting​

  • Check-in missing? Clear filters, ensure the provider finalized the status, and verify the correct case.
  • Incorrect details? Confirm the appointment in the scheduling module and update if necessary.