Self Check-In: What to Expect Before Your Visit

Jenny Delaleu

Created Jan 08, 2024

Self Check-In: What to Expect Before Your Visit

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The Self-Check-In can do many things, such as: (1) CONFIRM your visit, (2) tell us that you've ARRIVED, & (3) can speed up your visit!

  • Before your visit, you will get a TEXT or EMAIL to do your Self Check-In.

  • Below is a sample TEXT from Athena, our EMR (electronic medical record).

The Self-Check-In can do many things, such as: (1) CONFIRM your visit, (2) tell us that you've ARRIVED, & (3) can speed up your visit!
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<OR> Days before your visit, you will get an EMAIL to complete your Self Check-In.

  • Below is a sample EMAIL from Athena, our EMR (electronic medical record).

  • You can choose to request to RESCHEDULE or FILL OUT YOUR REQUIRED FORMS right away to save time on your visit day.

<OR> Days before your visit, you will get an EMAIL to complete your Self Check-In.
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Then, Type your Last Name and Date of Birth, then click Submit

Then, Type your Last Name and Date of Birth, then click Submit
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But before you start, we want to verify who you are. Pick an option.

  • Most of you will choose the option with the RED arrow.

But before you start, we want to verify who you are. Pick an option.
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Finish ALL of the Self Check-In STEPS including the Visit Forms.

  • Visit Forms give us permission to treat you.

Finish ALL of the Self Check-In STEPS including the Visit Forms.
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Check your Patient Info and click Continue.

Check your Patient Info and click Continue.
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Continue to check the rest of your Patient Info and click Confirm & Submit.

Continue to check the rest of your Patient Info and click Confirm & Submit.
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If using insurance for your visit, add it here <OR> skip it, if your are Self-Pay by clicking Confirm & Submit.

If using insurance for your visit, add it here <OR> skip it, if your are Self-Pay by clicking Confirm & Submit.
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Upload Insurance card images (BACK and FRONT), if needed and Click on Add

Upload Insurance card images (BACK and FRONT), if needed and Click on Add
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Once finished, click on Confirm & Submit

Once finished, click on Confirm & Submit
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Read through the Visit Forms (e.g, eConsents, screenings, etc.) and enter your Full name in the "Your Signature" field.

Read through the Visit Forms (e.g, eConsents, screenings, etc.) and enter your Full name in the "Your Signature" field.
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Click on Sign & Submit

Click on Sign & Submit
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Add any medications that you are taking on a regular basis, if needed

Add any medications that you are taking on a regular basis, if needed
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Continue to add medications, if needed by choosing from a list.

Continue to add medications, if needed by choosing from a list.
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Complete the details for each medication and then Click on Add

Complete the details for each medication and then Click on Add
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Once you Click on Confirm & Submit, you will see the medication(s) listed

Once you Click on Confirm & Submit, you will see the medication(s) listed
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You're all done! You will receive a notification stating "Thanks, you're all set!"

You're all done! You will receive a notification stating "Thanks, you're all set!"
Well done!
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