Receptionist
Overview for receptionists
Your day-to-day workflow — clients, appointments, check-in.
Receptionist — overview
The receptionist workflow in MediSync is built around three loops:
- Registering clients — add or import, keep their details current.
- Scheduling appointments — book, remind, reschedule, cancel.
- Running the day — check clients in when they arrive, find their history, tag records for follow-up.
Everything you need is in the staff.medisync-solutions.com sidebar, under Clients and Appointments.
At a glance
| Task | Where |
|---|---|
| Add a client | Clients → Client List → Add Client |
| Find anything | Press / (or click Search) to open the search window |
| Book an appointment | Appointments → Appointments → New appointment, or New Visit on a client profile |
| Check someone in | Check in on the appointment, or open Today's queue from the search window |
Recommended reading order
- Add a client — learn the intake form and the required-field rules your clinic set.
- Book an appointment.
- Check in — check clients in, mark no-shows and follow each visit through its statuses.
- Reschedule / cancel — move an appointment to another time or cancel it.
- Import clients — a once-off task when migrating from another system.
- Client history — find and link past visits.
- Tags — flag clients for follow-up, test results, billing issues.