Using Appointment Workflow

These tasks relate to the Provider responsibilities in the Clinical workflow per patient.

Provider Task in Appointment Workflow:	See
Move a waiting patient to the Chair .	Moving the patient to the Chair
Move waiting patients to Departure. This will advance the patient to the Receptionist within the workflow and call up the Departure List in the Receptionist's Main screen.	Moving the patient to Departure
Specify the parameters for the Receptionist to schedule Treatment appointments	Specifying Treatment Appointments for Departure
Specifying the parameters for the receptionist to be able to issue departing patients with a web address for self-booking of planned treatments	Specifying Planned Treatment Online Booking
Specify the parameters for the receptionist to schedule Recall appointments	Specifying Recall Appointments for Departure
Related Provider Tasks:
Review Oral Health Surveys created in Reception.	Review with the patient
Use Clinipad to create Oral Health Surveys, if this hasn't been done in Reception already	Creating a new Oral Health Survey from the Clinic
Create Estimates in Clinipad	Clinipad Signed Estimates

Any 'stick figure' patients at the door represent patients who are waiting:

To quickly check appointment details on waiting patients

For information on if a patient has completed their Patient Portal forms before their appointment see Checking Patient Portal Form Completion