In-clinic monitoring

Overview

The in clinic monitor allows you to view who currently in your clinic. When a patient arrives for their appointment you can mark them as Arrived and they can begin filling out paperwork. Once the patient is done filling out paperwork you can mark the patient as Ready. If they do not have paper work to fill out you can mark the patient as Arrived & Ready. This will automatically track how early or late the patient was for their appointment. Under the patient summary tab it will show you their statistics. A message is sent to the provider's computer notifying them of their patient's arrival. They have the option to let you know if they are on their way, need 5 minutes, running behind or they can type back their own custom message to you. The response they give will come back to the front office.

Once the provider has started the appointment with the patient you can right click on the appointment and mark it In progress. This will reset the timer and start tracking how long the appointment lasts. 

When the provider brings the patient back to the front office you can right click on the appointment and mark the appointment as Completed. This will allow you to run the Appointment Analysis report to see statistics on your appointments. 

Marking patients Arrived

1. Click the Scheduling tab.
2. Select a location from the drop-down menu in the top, right-hand corner.

3. Right-click an appointment scheduled on today's date, and select Mark "Arrived". An icon will appear on the appointment to display that the patient has arrived. 

Patient	QuickAdd
​ - status Arrived	​​ - status Arrived

4. The patient appears in the Patients in clinic monitor. The timer starts in minute-long intervals to track patient waiting time.

5. Marking a patient 'Arrived' automatically sends a patient arrival notification to the provider.

In the Notification dialog box, click on the information icon to hide/show the appointment notes. Use the mouse to hover over the patient note icon to view patient notes on file. 

6. The provider can respond with one of three standard messages or select TYPE MESSAGE to enter text in the Response message dialog box. Click Send.

7. The front office receives the Response message. Click Ok.

Marking patients 'Ready'

1. Find the desired appointment, and do one of the following:
   • Right-click the appointment and select Mark 'Ready.'

1. • Right-click on the patient name in the Patients in clinic monitor and select ‘Ready.’
     
     

Full Patient File	Quick-add File
​ - status Ready	​ - status Ready

Marking patients 'In progress'

1. Find the desired appointment, and do one of the following:
   • Right-click the appointment and select Mark 'In progress.'
     
   • Right-click on the patient name in the Patients in clinic monitor and select ‘In progress.’

Full Patient File	Quick-add File
​ - status In progress	​ - status In progress

2. The timer changes to an ‘In progress’ icon.

Marking patients 'Completed'

1. Find the desired appointment, and do one of the following:
   • Right-click the appointment and select Mark 'Completed.'
     
   • Right-click on the patient name in the Patients in clinic monitor and select ‘Completed.’
     

Full Patient File	Quick-add File
​​ - status Completed	​ - status Completed

2. The patient no longer appears in the Patients in clinic monitor.