Enabling and Using Self Check-In for Appointments

Publish Date: 6/25/2024

Description

Overview

HENO now offers a convenient self check-in feature for patients.  HENO will automatically email and text self-check in notifications to patients approximately 1 hour before their appointments asking them to check-in.  These self check-in notifications are seperate from appointment reminders, and they will allow patients to check themselves into their appointments, make co-pays, and complete any incomplete digital intake forms previously sent to them or default intake forms saved in HENO not yet sent to them.  This should streamline patient intake and reduce patient wait times. This article provides an overview of how the self check-in process works and the necessary steps to enable this feature for your practice.

How Self Check-In Works

1. Self Check-In Notifications:

   • Patient will receive self check in notifications via email and text 1 hour before their appointments.
   • Each reminder includes a link and an access code for self check-in.

2. Self Check-In Process:

   • Patients click the link provided in the email or text notification.
   • They enter the access code and their birthdate for verification.
   • If no copay is associated with their appointment, the patient will be asked to complete any incomplete digital intake forms previously sent to them or any default intake forms not yet completed, then HENO will check them in, adding a CIw (meaning Checked-In via Web) to the patient's appointment on the HENO schedule
   • If a copay is required, the patient will be prompted to pay the copay before completing the Check In. (Card Connect Intergration is needed)

Enabling Self Check-In for Your Practice

To activate the Self Check In feature, follow these steps:

1. Admin Settings:

   • Navigate to Admin > Practice > Reminders.
   • Ensure that Self Check In text and email notifications are enabled.
   • Turn on the Self Check In option under both Text and Email Reminders.

2. Slot Type Configuration:

   • Go to Schedule > Manage > Slot Types.
   • Select the desired slot type(s). 
   • Enable the Self Check In toggle for each slot type that should support Self Check In.
   • State the name of the option in the slot type settings they should turn on.

Additional Notes

• Patient Portal Subscription: A patient portal subscription is required for the self check-in feature to function.
• Schedule Indication: When a patient uses the self check-in feature, their status on the schedule will be indicated by "(CIw)" instead of the usual "(CI)".
• Patient case:  If the patient case field "require co-pay at self check-in" is turned off, the co-pay will not be required during self check-in
• Express Check-In/ Out:  If the slot type is set to Express-Check In/Out, the Self Check In Feature is Not Available. 
• Card Connect: integration required to collect payments
• Texting May incur additional charges depending on your plan