Provider tasks in the Appointment workflow

These tasks relate to the Provider responsibilities in the Clinical workflow per patient.

Provider Task in Appointment Workflow:

See

Move a waiting patient to the Chair StickChair,facingR.

Moving the patient to the Chair

Move waiting patients to Departure. This will advance the patient to the Receptionist within the workflow and call up the Departure List in the Receptionist's Main screen.

Moving the patient to Departure

Specify the parameters for the Receptionist to schedule Treatment appointments

Specifying Treatment Appointments for Departure

Specifying the parameters for the receptionist to be able to issue departing patients with a web address for self-booking of planned treatments

Specifying Planned Treatment Online Booking

Specify the parameters for the receptionist to schedule Recall appointments

Specifying Recall Appointments for Departure

Related Provider Tasks:

 

Review Oral Health Surveys created in Reception.

Review with the patient

Use Clinipad to create Oral Health Surveys, if this hasn't been done in Reception already

Creating a new Oral Health Survey from the Clinic

Create Estimates in Clinipad

Clinipad Signed Estimates

SEE ALSO: video-icon_12x12px Clinical procedures

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.

More on this topic...

Checking patient details before appointment

Moving the patient to the Chair

Reviewing Medical History

Moving the patient to Departure

See also...

Using Appointment Workflow

Clinical workflow (IMPORTANT to understand!)

Resetting and Editing Appointment Status

The Appointment Workflow Compliance Report

Using the Arrival Tasks List

Contact Consent

Receptionist tasks on patient departure

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Checking patient details before appointment