Check in /check out a patient boarding reservation

For answers to common questions, see FAQs: Boarding.

When a patient arrives for boarding, use their reservation on the boarding schedule to check them in, create their consultation, and check them out.

Check in the patient reservation

  1. Click the Schedule tab.
  2. Click Boarding.
  3. Navigate to the applicable date.
  4. Locate the patient’s reservation on the schedule.
    Tip: In the Search for patient box, enter part or all of the patient name, client first name, client last name, or any combination to locate a reservation. For more information about navigating the boarding schedule, see FAQs: Boarding.
  5. Click the Reserved button.
  6. Select Checked In.
    Note: The user who checked in the reservation will be recorded on the Check In /Check Out popover card.
  7. In the Notes box, enter any notes, if needed. For example, owner provided food, medication, or belongings left with the pet. The notes save automatically.
  8. Optional: To create a consultation for this reservation, click the Reservation Information icon. Then click the Create Consultation button.
     
    Note: The arrival date, departure date, reservation notes, and check-in notes will automatically be transferred to the consultation.
    Tip: You can navigate to the consultation from the boarding reservation by clicking the View Consultation button.

Check out the patient reservation

  1. Click the Schedule tab.
  2. Click Boarding.
  3. Navigate to the applicable date.
  4. Locate the patient’s reservation on the schedule.
    Tip: In the Search for patient box, enter part or all of the patient name, client first name, client last name, or any combination to locate a reservation. For more information about navigating the boarding schedule, see <FAQs: Boarding>.
  5. Click the Checked In button.
  6. Select Checked Out.
    Note: The user who checked out the reservation will be recorded on the Check In /Check Out popover card.
  7. In the Notes box, enter any notes, if needed.
  8. Click anywhere outside the Check In /Check Out popover card and current reservation to close the popover card.



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