Configuring the Departure List

What does this configuration achieve?

This creates a template for the possible tasks in the Departure List that appears as a pane on the left side of the Main screen.

To configure the Departure Details screen

1. Access the Appointment Workflow Wizard to display the first screen, the Departure Details:

   

2. Check the appropriate boxes on this screen. When you click Next >, the appropriate configuration screens will display.

   	Book a Planned Treatment Appointment	Prompt the Receptionist to schedule bookings based on the Providers' planned treatment on the chart.
   	Book a Recall Appointment for Treatment Complete Patients	Prompt the Receptionist to book future appointments for patients whose current treatment is completed, and for whom no further treatment has been planned on the chart. This is only selectable if your Manage Recalls parameters are configured.
   	Process a Payment	Prompt the Receptionist to process patient payments. This by default includes all invoiced amounts, and can be configured to include completed, un-invoiced treatments, and planned treatments.
   	Prompt for Email Address or Mobile Phone, if Missing	Prompt the Receptionist to ask for details if a patient's email address is missing, or mobile phone number is missing from the records.
   	Custom options	Prompt the Receptionist for custom reasons that are not by default included on the Departure Details screen. This could be any task that is relevant to the practice.

SEE ALSO:

Improving system performance via Departure List options