These tasks relate to the Provider responsibilities in the Clinical workflow per patient.
Provider Task in Appointment Workflow: |
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Move a waiting patient to the Chair |
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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. |
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Specify the parameters for the Receptionist to schedule Treatment appointments |
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Specifying the parameters for the receptionist to be able to issue departing patients with a web address for self-booking of planned treatments |
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Specify the parameters for the receptionist to schedule Recall appointments |
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Related Provider Tasks: |
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Review Oral Health Surveys created in Reception. |
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Use Clinipad to create Oral Health Surveys, if this hasn't been done in Reception already |
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Create Estimates in Clinipad |
SEE ALSO: 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.