Setting Up Workflow Custom Departure Tasks

The Appointment Workflow can be setup to prompt for a custom task that only appears for patients of a certain criteria. This could be to remind the patient of something after a certain treatment or to present information to a particular patient group.

To configure Custom Options in the Departure List:

Go to Configure->Practice Settings, make sure “Enable Appointment Workflow” is ticked and click the Spanner button.

Open

Tick Custom Options and click next until you reach the Custom Options page

Open

On the Custom Options screen you will see any custom options already setup. You can select e|d to edit an exisiting one, bin symbol to remote that option and +1 to create a new one:

When the Add Custom Option screen displays, complete the fields to create your custom task for the Receptionist to process. For example:

Type a Description (up to 25 characters) and free text Notes, in a way that will be understandable when later displaying on the Departure List.

Select Patients by Query Template. If you need to create a new query see https://soeidental.atlassian.net/wiki/spaces/PHS/pages/1017905218 for more information.

Select OK.

The new custom task displays in the Custom Options window, from where you can use the buttons to Edit selected, Add another task, or Delete the selected:

Click Finish. This task will now appear in the Departure List.

What does this configuration achieve?

When processing patient departures, the Receptionist will be prompted to complete customised tasks in the Departure List:

For example, here the receptionist is prompted to discuss current special offers:

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