Rooms setup

Utilizing rooms ensures all staff and practitioners are aware of where patients are in the clinic for workflow and emergency purposes.

 1.       Enable this feature in the program setup.

a.       Setup > program setup > appointment > scheduler setup, select ‘Use appointment rooms’. Choose the number of columns for the rooms to appear on the scheduler with. (This will depend on how many rooms you have).

b.       Setup > program setup > appointment > scheduler setup > select ‘Use rooms state’. (This will activate the ‘room requires cleaning’ button)

      2.       Create and label the rooms.

a.       Appt menu > room setup.

b.       Click new.

c.       Enter a room name, practitioner if only one practitioner uses the room, and the order in which it will appear.

d.       Click save.

                                          

Click here to review using the room feature as patients move through the clinic.

Room floors setup

Clinics that have multiple floors will need to set up the floors first, then in room setup, select the floor the room in on as well.

1. Setup > add item types > highlight rooms floor.
   
2. Click add item.
   
3. Assign an id, abstract (name), and prime Id (order number).
   
4. Click save.
   

Return to room setup, highlight the room, enter a floor, save.

On the appointment schedule, shift + right click the schedule for that practitioner, type in a day description and a designated floor.

 

Anything in these two boxes will appear along the top of that schedule.

• Related Articles

• Rooming a patient

  Utilizing rooms ensures all staff and practitioners are aware of where patients are in the clinic for workflow and emergency purposes. If they are not in the room but arrived, it is assumed they are in the waiting room. This feature allows for ...

• Tax setup

  To apply taxes to items within the price list, set up a tax rate which can be applied to specific items within the price list that are marked as ‘taxable’. System administrators are the only ones with the privileges to access this setup. Open the ...

• Doctor site setup

  To quickly access the settings for all clinic doctors, go into Admin -> Security Reports -> Doctor Site Setup. Use this report to make changes to settings contained within the provider's doctor card. Save when finished.

• Practitioner schedule setup

  Set up a practitioner schedule using the following steps. Set up the practitioner client card Select the practitioner tab. Select the applicable options for booking. Set up the schedule color and the number of columns. Setup the practitioner base ...

• Template schedule setup

  Create a template Open the appointment scheduler. Click template from the toolbar. Select a practitioner. Click ‘new template’, label the template, and select if it can only be used for the one practitioner, or shared to be available for other ...