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How to Follow the Athena Workflow

A step-by-step guide to using the Athena workflow for seamless patient visits

  1. Check-in: As soon as a patient arrives for a visit, click into the patient appointment and select "Start Check-in."
  2. Ready for Staff: After check-in is complete, hit "Done with Check-in." This automatically moves the patient to the "Ready for Staff" phase. 
  3. Intake: The team member starting Intake must be logged in as a clinician. Click "Go to Intake" and then change the status to "With Staff." 
  4. Ready for Provider: After intake is complete, hit “Done with Intake.” This automatically moves the patient to the “Ready for Provider” phase. 
  5. Exam: To start the exam, click "Go to Exam" and then change the patient encounter status to "With Provider." 
  6. Ready for Checkout: When the provider has finished the patient exam, have them sign-off, which will move the patient to "Ready for checkout."