Setting Up the Workflow Departure List

Appointment Workflow can be used to guide your Reception through the patient departure process. EXACT can be configured to prompt for information and/or book further treatment.

To configure the Departure Details screen:

Access the Appointment Workflow Wizard (Configure-> Practice Settings-> Spanner Icon) and the first screen you’ll see if the Departure Details:

Open

Open

Check the appropriate boxes on this screen.

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.

Showing the first available appointment time

This setting checked by default in Configure > User Settings, under the Appointments heading, so by default the Departure Task List includes a 1st Available appointment indicator:

However, this functionality is resource-intensive, so if your system struggles to cope, you may opt to un-check this box. When un-checked, the First available appointment indicator is replaced with a simple appointment search in the Departure Task List:

Related Articles