The roles of participants in the Appointment Workflow are strongly differentiated and defined:
As an introduction we'll first look at the clinical workflow before considering:
Once a history of actions is established, the Appointment Workflow Compliance Report can be used to determine the degree of compliance to the defined tasks, and ultimately may be a useful tool in continuously improving the Appointment Workflow effort.
IMPORTANT: What you can see and do in the software interface depends on your role within the work flow and your access rights in the system. So if you try to click a button to perform an action and nothing happens, it may be because 1) you have the wrong role for performing that action, or 2) you don't have rights to perform it. For example, a Dentist can see the patient retention Departure Task List on the Main screen, but cannot perform these tasks because as per the configuration, they are handled only by the Receptionist role.
