Front office staff Utilizes the “Flow Board” as a central tool in Provider Connect, which provides a daily overview of all activities at the facility.

Users can access the Established Patient details using the Established Patient Search. The Search field allows Users to:

  • Find a registered Patient by First name, Last name, or Phone number.
  • Access the Patient’s Chart.
  • Schedule a new Appointment.
  • Send an SMS to a New/Est. Patient.
  • Create a Task.

*The Quick Actions Button facilitates the following:

  • New Patient Registration: Allows to register new Patients without scheduling appointments.
  • Schedule Appointment: Allows to schedule appointments for Patients.
  • Past & Future Appointments: Allows to view and verify Past and Future Appointments using filters.
  • New Patient SMS: Allows to share a URL with the Patients via SMS.

Appointment Queue:

This displays the Facility Schedule for the current day with various actions available for each Appointment. The red Bell Icon indicates the Patients’:

  • Eligibility Errors
  • Pending Payments
  • Invalid phone number Editable Fields:
    • Patient Info -(Name ,Age Gender & Patient Type)
    • Appointment Time – Appointment Date & Time (Can reschedule on the current day to a different time.)
    • Visit Info– Service Provider & Visit Type (Insurance &Self-Pay details will be auto-populated based on the selection.)
    • Purpose – Purpose of Visit (Chief Complaints will be auto-populated under the purpose.)

Events

  • Eligibility – Enables to verify the eligibility details of the Patient’s insurance
  • Check-In – When a Patient is readily available for their slot, Users can mark this status
  • Exam Room– The exam room is allocated for consultation. There is an intermediate status called “Triage” that Users can mark if required.
  • Check–Out– Once the treatment and payment are completed, they can hit checkout.

*Appointment-level Actions

  • Pay– Allows to collect the payments for current and past appointments.
  • Follow-Up – Allows scheduling a follow-up appointment.
  • Re-Schedule– Enables appointment rescheduling for a different date/time on the current day or a future time.
  • Cancel– Cancels an appointment.
  • Delete– Deletes an appointment from the queue without notifying the Patient.
  • Chart-Defaults the User to the Patient chart.
  • Notify – Allows the User to send communication to the Patient.
  • Tasks – Allows the User to Assign/Respond to various tasks.

Appointment status definitions are as follows:

  1. Check-In / Walk-In: When the Patient is present at the practice.
  2. Nurse Greet: When the Patient is ready for the Triage room.
  3. Triage: When the patient is ready for the Exam room.
  4. Consultation: When the Patient is ready for the Provider. Doctor Consultation: When the Patient is ready for the Provider in case of Tele Health Consultation.
  5. Completed: When payment is done and Checkout is over, for a Patient.
  6. Canceled: When the Appointment is canceled/deleted.