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Canine III

Is there a way for the clinical staff to alert to the admin staff that they are ready for a patient?

With everything going on with COVID-19, we are trying to figure out protocols that can be put in place when we reopen. We are not using our waiting room at the moment and instead we are waiting for the clinical staff to be ready to take the patient back before letting them come in the building.

 

Is there a way that the clinical staff can let the front desk know that they are ready (like turning the appointment a different color when the patient checks in)? We are trying to reduce the amount of contact between the admin staff and the clinical staff.

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CS Dental Employee
CS Dental Employee

Re: Is there a way for the clinical staff to alert to the admin staff that they are ready for a pati

There are 5 colors (statuses) that an appointment can go through: Check-in, Seat, Wait for Dr., Suspended, and Checked-out. 

If a patient is checked in at the front desk, could the clinical staff put the appointment into "Seat" mode, indicating that they are ready to seat the patient? Or could they put the appointment into Seat mode, and then immediately put it into Wait for Dr mode (most people don't use that status). Then when the patient is in their chair they can turn off the Wait for Dr mode and the patient would just be seated again? 

That's all I've got 🙂 

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Premolar III

Re: Is there a way for the clinical staff to alert to the admin staff that they are ready for a pati

They can't go straight to "wait for doctor"?  They have to "seat" the patient first?

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Canine III

Re: Is there a way for the clinical staff to alert to the admin staff that they are ready for a pati

So we do not have the wait for doctor option, is that something that we need to set up in preferences?  

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CS Dental Employee
CS Dental Employee

Re: Is there a way for the clinical staff to alert to the admin staff that they are ready for a pati

Yes, it is grayed out until the patient is seated.

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CS Dental Employee
CS Dental Employee

Re: Is there a way for the clinical staff to alert to the admin staff that they are ready for a pati

If you don't have "Track Patient Seating" turned on, you won't have the "Wait for Doctor" option. 

To turn on patient seating, go to the PW Config Screen (green screen) Start > Programs > CS PracticeWorks > Configuration of CS PracticeWorks.

In the config screen, Click Setup > General Configuration

Click the "+" next to Preferences > the "+" next to Appointment Book

Click "Track Patient Seating" and change the setting to "Yes"

Re-open PW, and you will have the seating option and the Wait for Dr Option.