• Go to the Workflow screen. 
  • In the Arrivals section, select the patient you want to assign to one of the evaluation rooms.


  • Once the patient is selected, press the Assign Patient button. 


  • If the selected patient has a pending clinical task, the following message will be displayed: 


  • Press the Yes button to indicate to the system that you still want to assign the patient to a provider. 
  • If you press the No button, the patient will simply remain on the list until removed. 
  • The following screen will be displayed:


  • Select the location where the patient will be assigned.


  • Select the provider who will be seeing the patient or the on-call provider.


  • Select the category. 


  • If the provider connected to the system is the one assigned to the patient and there is another provider, press the Copy button to automatically display the connected provider.


  • You may also write a related note upon the patient's arrival at the office or facility. 


  • Once you have completed entering all fields, press the Save button.


  • The patient will automatically go to the Workflow Items section. 



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