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The patient check-in dashboard helps front desk and pre-op staff track patient arrivals, manage pre-operative checklists, and coordinate the flow from arrival to the operating room.

Patient statuses

Each patient moves through these statuses during their visit:
StatusColorDescription
ExpectedSlatePatient has not yet arrived. Shows expected arrival time — turns red if late.
Checked InBluePatient arrived at the facility. Arrival timestamp is recorded automatically.
In Pre-OpAmberPatient is in the pre-op area. Checklist is being completed.
Ready for ORGreenAll pre-op requirements met. Patient is ready for surgery.
In SurgeryPurpleCase is in progress (status managed by the case system).
In RecoveryCyanPatient is in the post-op recovery area.
Ready for DischargeGreenPatient is cleared to leave.
DischargedGreyPatient has left the facility.
No ShowRedPatient did not arrive for their scheduled surgery.

Check-in list

The main view shows all patients for the selected date as card rows. Each row displays:
  • Left side — surgery time, room, patient name/ID, procedure, surgeon, case number
  • Right side — arrival time indicator (expected or actual), escort icon, status badge, and a quick status dropdown

Filters

Use the status filter tabs to focus on specific workflow stages: All, Expected, Checked In, In Pre-Op, Ready, and Completed. A date picker with previous/next/today buttons allows viewing any date. Late arrivals are highlighted in red when the current time exceeds the expected arrival time.

Patient detail modal

Click any row to open the detail modal with full patient and case information:
  • Status change dropdown — set any status including No Show
  • Surgery time and expected arrival cards
  • Pre-op checklist (see below)
  • Escort information with status link generation
  • Activity history — tracked in the backend for audit purposes

Pre-op checklist

Facility administrators configure checklist items (e.g., “Consent signed”, “IV placed”, “Pre-op meds given”) in settings. Each item appears as a toggle button in the detail modal.
  • Toggles save in real time (debounced to reduce API calls)
  • Required items are visually distinguished from optional ones
  • Checklist completion status is tracked per patient
Configure your facility’s checklist items in Settings > Patient Check-In > Checklist Builder. Items can be marked as required or optional and reordered to match your workflow.
For family members waiting during surgery, you can generate a secure status link:
1

Enter escort info

Add the escort’s name and phone number in the patient detail modal.
2

Generate link

Click Generate Status Link to create a unique, secure URL.
3

Share with family

Copy the link and share it with the family member via text or email.
The link allows the escort to see live patient status updates without logging in. Links expire automatically after 24 hours.

How data flows

  • Check-in records are auto-created for all cases on the selected date (idempotent — safe to trigger multiple times)
  • Status changes update the status_updated_at timestamp
  • Moving to “Checked In” automatically records the actual arrival time
  • All status changes and link generation are audit-logged

Next steps