Task:

See

Accept the patient into the practice reception by clicking the check box in the Appointment Book. This pops up the Arrivals Tasks List for processing.

When Arrival tasks are completed, a ‘stick figure’ displays in the Appointment book to indicate the patient has arrived for their appointment.

• Using the Arrival Task List

• Using Clinipad with Patient arrival

• Clinipad Oral Health Surveys normal workflow

When the patient is departing, in the Departure Task List:

Monitor and manage the Departure List in the Main screen Multiday Appointment Book.

Managing the Departure List

Schedule Appointments for the treatments planned and specified by a Provider.

Scheduling Appointments in Appointment Workflow

Schedule recalls / appointments for a patient who has no further planned treatments. These recalls would typically be either further services such as bleaching, or a future oral examination.

Scheduling Recalls in Appointment Workflow

Facilitate patient booking of planned treatment appointments online by sending them an SMS and/or Email with a link to a web address whose page is pre-populated with the treatment details.

Facilitating patient online booking of planned treatment

Process Payments. These payments by default include all invoiced payments, but depending on the configuration, they may include completed treatments or planned treatments that haven't yet been invoiced.

Processing Payments in Appointment Workflow

Record patient details (Email address, Mobile Phone) if they haven't yet been recorded.

Recording Patient Details in Appointment Workflow

Custom task. This may be any kind of task prompt that has been configured for the practice.

Processing Custom Tasks in Appointment Workflow

 Collect Marketing Consent. Receptionists may be prompted to collect the permissions given from patients to the practice to legally send them marketing-related information.

Collecting Contact Consent from Departure