Moving the patient to the Chair

IMPORTANT:
- A patient can only be moved to the chair by the Provider to whom that patient has been assigned in the appointment book.
- EXACT must be informed at which stage the patient is within the workflow by means of the patient status: Arrival - In the Chair - Departure.
All software procedures are based on these stages, so failure to "inform" EXACT of the stage will inhibit the possible tasks for the following stages.
For example, if the Provider does not register an arrived patient as moved to the chair (in the software), EXACT understands the patient to be sitting in the reception area, so the Provider is then unable to Charge the patient, and the Receptionist is unable to process the patient departure.

To move a patient to the Chair for treatment

Configure the appointment double-click:

Providers can configure this double-click action in Configure > User Settings: Double Click on Appointment.

Right-click the appointment:

Right-click the patient appointment in the appointment book and select Move to Chair. See Resetting and Editing Appointment Status.

Double-click the Arrivals Door icon:

1. Double-click the ‘Arrivals Door’ icon: in the toolbar:

   

2. From the Patient Preview window, select / highlight the next patient in the list:

   

3. Click the Move to Chair button in the Patient Preview window:

   

   This has a number of results:

   • This window closes and the patient appears as selected in the user interface.
   • If configured as an option (Open Medical History on 'Move to Chair'), the Medical History (tooltip) appears automatically.
   • The animated figures on the toolbar now display a stick person in a dental chair, to the left of the Arrivals Door:
   • In the Patient Preview window, the stick figure icon changes to a stick person in a dental chair:
   • In the Receptionist Appointment Book on the Main screen, the patient booking displays the chair:
   • The stick person in the chair represents the patient in your chair and any stick people remaining at the door represent patients who are still waiting:
4. Click the button to return to the chart window and begin treatment.