These tasks relate to Receptionist responsibilities in the Clinical workflow per patient.
For Arrival Tasks, see Using the Arrival Task List
Tasks overview
When a Provider advances patients from chair to departure, the receptionist completes tasks in the Departure task list in a pane on the left side of the Main screen, Multiday Appointment Book:
The list contents depends on the particular Appointment Workflow tasks configuration, and on whether treatments are planned for the patient by Providers.
As the Receptionist completes each task, it disappears from the list.
The Appointment Workflow software monitors task completion or failure to complete, and reports in the Appointment Workflow Compliance Report .
The Appointment Workflow objective: For Appointment Workflow purposes, the Receptionist's objective is to successfully complete all Departure tasks (remove them from the list) before the patient departs the practice.
Receptionist tasks
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. | |
When the patient is departing, in the Departure Task List: | |
Monitor and manage the Departure List in the Main screen Multiday Appointment Book. | |
Schedule Appointments for the treatments planned and specified by a Provider. | |
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. | |
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. | |
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. | |
Record patient details (Email address, Mobile Phone) if they haven't yet been recorded. | |
Custom task. This may be any kind of task prompt that has been configured for the practice. | |
Collect Marketing Consent. Receptionists may be prompted to collect the permissions given from patients to the practice to legally send them marketing-related information. |
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