Description

Main screen for patient management in an office or facility. The user will be able to perform several functions, such as configuring the reason for the visit, printing a report of the orders sent to the patient, viewing the history of removed patients from the "Arrivals" section, adding documents, creating reports of patient management in the office or facility, and viewing reports of pending and completed clinical tasks. It has two main areas: "Arrivals" and "Workflow Items". (These tabs are configured on the "Settings/Office/Workflow Label Settings" screen.)

Access

Through Main Menu

• Select the Appointments module from the Main Menu screen.
• Once the Appointments screen is displayed, click on the "More" button located at the top of the screen, and select the "Workflow" option.

Through QuickLinks

• Select the "QuickLinks" text, located at the top of the screen.
• Then select the option of "Appointments".
• Once the Appointments screen is displayed, click on the "More" button located at the top of the screen, and select the "Workflow" option.

Sections

• Search Patients: Area where you can search for a patient, and if you choose a patient that already exists, the fields for Name, Last Name, Gender, Phone, and Date of Birth will be automatically populated.
  

• Delete: Pressing this button will remove the patient that has been selected in the "Search Patient" field.
• Demographic Information: Demographic information of the selected patient who is already registered in the system.
• Reason for visit: [Required] Select the reason for the visit.
• Companion: The person who came accompanied the patient.
• New Patient: This option can only be selected if the patient being added is a new patient. Once selected, complete the required fields identified with a red asterisk.
• Office: Allows to select the office where the patient will be attending.
• Update Patient and Save: By pressing this button, the edited information will be changed on the "Patient Details" screen simultaneously.