Configure a Document Template to Print at Check In

To have a document template print automatically when a patient is checked into an appointment, there are three steps to follow:

1. Tag the document template that is to print when checked into an appointment.
2. Associate the document template with Appointment Types.
3. Configure Visit Status to print the document template.

The following steps provide details to print a document template for an appointment at check in. 

Tag the Document Template

• Navigate to the Menu > Practice Setup > Document Templates.
• Click the pencil to edit the document template to print at appointment check in. In this example, the Check In Report is used.

• Under General Information for the Document Template, from the Template is used for? drop-down list, select the use for the template.

• Save the changes.

Configure Appointment Types

• Go to Menu > Settings > Calendar > Appointment Types.
• Edit the Appointment Types that should be associated with a document template to print at check in.

• In the Edit Appointment Type, select the document template to print as the Check-in report.

• Save changes.

Configure Visit Status

• Go to Menu > Settings > Calendar > Visit Status.
• Edit the Visit Status that will print the document template.

• In the Edit Visit Status, check the option to Print check-in report.

• Save changes.