The Departure List appears as a pane on the left side of the main screen.
It lists required departure tasks that the Receptionist must carry out based on the Appointment Workflow configuration, and appointments or recalls required by the Providers. It has various functions built into its compact interface.
Each departure task is displayed in blue text.
By default, the tasks can only be completed by a logged-in Receptionist user. All actions are tracked, audited, and reported in the Appointment Workflow Compliance Report, which identifies and tallies failed actions.
Tips for managing the Departure Task List
Book patients correctly to their Preferred Locations
From v12.9 onwards, a practitioner who selects a Location when logging in to the practice will only see Departure Task List (exit workflow sidebar) patients for that Location. Patients from other Locations will not display on that practitioner's exit workflow.
So if a patient is configured for Location A but is incorrectly booked for Location B, that patient will not show in the exit workflow for logged-in Location B practitioners.
To process that patient, a practitioner will need to first log out of Location B and log into Location A.
To avoid this inconvenience, focus efforts on correctly recording patient preferred locations, and on correctly booking patients to their preferred locations.
Try to avoid accumulating patients in the Departure List
If you do not clear the list fast enough, you may have multiple patients displaying in the list:
Booking Intervals and "1st available" time slots
When Providers specify Appointment requirements, they may include booking intervals, which carry through in the EXACT software to the Departure List. For example, in this Departure List the Provider "DEMO" has specified two required appointments, both with booking interval of 7 days.
EXACT has taken into account the duration of the appointment, the availability of the Provider (DEMO), the 7-day booking intervals, and the availability of time slots in the Appointment Book to arrive at "1st available" time slots.
Processing Custom Tasks
Click the task to open a customised prompt. For example:
Complete the required task and then click OK.
Processing Payments from Departure
Click to open the payment dialog, populated with pre-configured parameters for payments:
Process the payment normally.
When completed, this action will be recorded as complete and it will disappear from the Departure Task List.
Recording Patient Details from Departure
Click to open the Contact Details dialog and then complete the fields:
TIP: If the patient is going to be coming in for remaining planned treatment and is likely to become irritated by repeated requests for contact details, click the Prompt in 12 Months button.
Collecting Contact Consent from Departure
Click the link in the Departure Task List to open the Preferences to Contact Patient window:
Question the patient and click the buttons accordingly.
Example:
