How to Use SMS Self Check-In

The SMS Self Check-In feature sends patients a text message shortly before their appointment, allowing them to confirm demographics and check in directly from their device. This message is sent the same day as the appointment and is separate from the Reminder Mate feature. Below, we’ll walk through how to set up and use SMS Self Check-In.

Setting Up SMS Self Check-In

1. Navigate to Intake/Agreement Forms

• Go to the Manage Office tab.

• Click the Intake/Agreement Forms link.

• At the top of the page, you’ll find the settings for Self Check-In and SMS Self Check-In.

2. Enable Self Check-In and SMS Options

• Use the first switch to enable or disable the Self Check-In feature (used with Intake Pro, if applicable).

• This option may not appear if your office does not use Intake Pro.

• Use the second switch to enable or disable SMS Self Check-In, which sends a text message to patients for check-in.

• Click the “i” icon to the right of either option to get detailed instructions for each choice.  

3. Adjust SMS Self Check-In Settings

• Click the Settings icon next to the SMS Self Check-In switch to open the settings pop-up.

• At the top of the window, select Automatically Update Appointment if you want appointments to be marked as “Checked-In” once the patient completes the check-in process.

• Use the Send SMS Notification drop-down at the bottom to choose when the message is sent before the appointment (options range from 60 to 15 minutes).

• Click Save to apply your settings.

Using SMS Self Check-In

1. Automatic SMS Notification

• When enabled, the system sends the patient a text message with a link to complete their Self Check-In and confirm demographics.

2. Automatic Status Update

• If enabled in settings, the appointment status will automatically update to “Checked-In” once the patient completes the check-in.

3. View and Accept Check-In Documents

• The completed check-in document will appear under Intake/Agreement Forms in the Notifications section at the top of the page.

• You can review and accept the document from this location.

4. Initiate Through Intake Pro (Optional)

• SMS Self Check-In can also be initiated using the Intake Pro feature.

• For detailed instructions, refer to the Intake Pro article How to Use Intake Pro