11.2. Step 2: Check In (Daily Task)

Streamline your check-in process with Clinic HQ: faster, smarter, and stress-free!

With Clinic HQ, the check-in process is expedited. You and your clients can fill out check-in forms online, saving time at future visits. The HQ check-in process works seamlessly for spay and neuter, wellness, and vaccine clinics.

Clinic HQ believes check-in should be fast and efficient. Tools such as E-appointments, E-consent, clear communication with confirmations and reminders, and E-pay help your team check in animals and begin exams more quickly. The act of checking in an animal in Clinic HQ is also an important signal that the animal is now at your facility and in your care. Once check-in occurs, the appointment status updates to In Progress.

Important

• If an appointment is accidentally checked in or checked out, the status cannot be reverted.
• Your team can still complete all necessary actions with the appointment, regardless of the mistake.

✅ Pro Tip: Train staff to double-check appointment status before confirming check-in or check-out.

Appointment statuses

• Pending – The animal has not arrived.
• In Progress – The animal has been checked in, and the medical record is being compiled.
• Checked Out – The animal is complete, the medical record is finalized, and the patient is ready for dismissal.

✅ Pro Tip: Always verify the status matches the animal’s actual stage in the visit to keep records accurate.