Tracking Patients in Office

Updated on July 27, 2026 | 02:52 PM – CST

Patients In Office is your list of who's checked in and waiting, with check-in time, status, reason, provider, location, and copay for each patient.

This video covers filtering by provider and location, searching for a patient, choosing your columns, and exporting the list to Excel when you need it outside the system.

You'll also see the Patient Tracker Board, where your team can follow every patient in real time, from their room and wait timer through triage, labs, meds, and discharge.