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Front Desk Workflow

This guide brings together the most common tasks handled by reception and front-desk staff during a normal clinic day.

Before opening​

  • review today's appointment schedule
  • check for cancellations, urgent cases, or doctor changes
  • confirm the team can access Petaladdin normally

During appointment hours​

1. Schedule and update visits​

Use Managing Appointments to book, move, or cancel visits.

2. Check patients in​

Use Patient Check-In and Check-Out to manage arrivals and front-desk handoff.

3. Support record accuracy​

Use Patient Profiles when you need to confirm client details or correct duplicate information.

4. Coordinate billing handoff​

Use Invoices and Payments to support check-out and payment tracking.

End-of-day routine​

  • review uncompleted appointments
  • confirm cancelled visits were recorded properly
  • flag unpaid invoices or unusual billing issues
  • prepare notes for the next shift if anything remains unresolved

When to escalate​

Tell an administrator or supervisor when:

  • users cannot log in
  • patient information appears duplicated or missing
  • billing totals do not match the visit details
  • the calendar shows repeated scheduling problems