Online Check-in Filters

On the Main Menu, click Settings > Communicator. In the left menu, under Practice Links — Patient Portal, click Online Check-in Filters

On the Main Menu, click Settings > Schedule. In the left menu, under Practice Links — Communicator, click Online Check-in Filters

Your practice must have the Online Check-in feature enabled, and you must have Communicator Admin user permission to configure online check-in.

Before configuring online check-in for your practice:

• Determine the appointment types, providers, departments, and provider groups for which you want to enable online check-in and how many days before the patient appointment you want online check-in to be available.
• If your practice uses athenaClinicals, configure the patient health history form and publish it to the Patient Portal if your practice wants this form to be an online check-in step.
• Make sure that your practice privacy forms are configured for e-signature via the Patient Portal. The forms that you can include as a step during online check-include:
• Notice of Privacy Practices
• Release of Billing Information
• Assignment of Benefits
• Medication History Authority (athenaClinicals practices only)

1. Display the Online Check-in Filters page: On the Main Menu, click Settings > Communicator. In the left menu, under Practice Links — Patient Portal, click Online Check-in Filters.
   Note: You can also display the Online Check-in Filters page as follows: On the Main Menu, click Settings > Schedule. In the left menu, under Practice Links — Communicator, click Online Check-in Filters.
2. Click Add new.
   Additional fields appear.
3. Name — Enter a descriptive name that indicates where online check-in is enabled for your practice.
4. Days Before Appointment — Enter the number of days before an appointment that a patient can complete online check-in via the Patient Portal. The default is 7 days.
5. Appointment types — Click All to enable online check-in for all appointment types, or click Selected and then select the appointment types for which you want to enable online check-in.
   Tip: To enable online check-in for most of a category (appointment types, providers, etc.), click Selected and then click Select all. Then clear the checkboxes for the appointment types, providers, departments, or provider groups that should not have online check-in enabled.
6. Providers — Click All to enable online check-in for all providers, or click Selected and then select the providers for whom you want to enable online check-in.
7. Departments — Click All to enable online check-in for all departments, or click Selected and then select the departments for which you want to enable online check-in.
8. Provider Groups — Click All to enable online check-in for all provider groups, or click Selected and then select the provider groups for which you want to enable online check-in.
9. Patient Instructions — Select Block style to make the patient instructions appear as a block of text in the Online Check-in Confirmation section on the Patient Portal. Select List style to make the patient instructions appear as a bulleted list in the Online Check-in Confirmation section.
   Tip: If you select List style, click Add a bullet to add another bullet to the patient appointment instructions.
   
   Note: The default Patient Instructions message is "Please plan to arrive a few minutes early to notify our staff of your arrival, and remember to bring your insurance card, a photo ID, and a method of payment for copay and/or coinsurance with you." Your practice can update this message to include specific appointment instructions for the appointment types.
10. Click Save.
    
    Appointment reminder emails state that online check-in is available for the appointment.

By default, your online check-in filter is named "All Appointments." This filter is configured as follows:

• Applies to all appointment types, all providers, all departments, and all provider groups.
• Allows online check-in 7 days before the appointment.
• Provides general, best practice instructions to the patient.