The Departure List appears as a pane on the left side of the Main screen.
It lists required departure tasks that the Receptionist must carry out based on the Appointment Workflow configuration, and appointments or recalls required by the Providers. It has various functions built into its compact interface.
Each departure task is displayed in blue text.
By default the tasks can only be completed by a logged in Receptionist user. All actions are tracked, audited, and reported in the Appointment Workflow Compliance Report, which identifies and tallies failed actions.
Tips for managing the Departure Task List
Book patients correctly to their Preferred Locations
From v12.9 onwards, a practitioner who selects a Location when logging in to the practice will only see Departure Task List (exit workflow sidebar) patients for that Location. Patients from other Locations will not display on that practitioner's exit workflow.
So if a patient is configured for Location A but is incorrectly booked for Location B, that patient will not show in the exit workflow for logged-in Location B practitioners.
To process that patient, a practitioner will need to first log out of Location B and log into Location A.
To avoid this inconvenience, focus efforts on correctly recording patient preferred locations, and on correctly booking patients to their preferred locations.
Try to avoid accumulating patients in the Departure List
If you do not clear the list fast enough, you may have multiple patients displaying in the list:
Booking Intervals and "1st available" time slots
When Providers specify Appointment requirements, they may include booking intervals, which carry through in the EXACT software to the Departure List. For example, in this Departure List the Provider "DEMO" has specified two required appointments, both with booking interval of 7 days.
EXACT has taken into account the duration of the appointment, the availability of the Provider (DEMO), the 7-day booking intervals, and the availability of time slots in the Appointment Book to arrive at "1st available" time slots.
See:
Departure tasks:
Marking an appointment as Completed
Scheduling Appointments from the Departure Task List
Facilitating patient online booking of planned treatment
Scheduling Recalls from the Departure Task List
Processing Payments from the Departure Task List
Recording Patient Details from the Departure Task List
Processing Custom Tasks from the Departure Task List