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Dock radio buttons (relative to Dock "Bins")

Dock radio buttons (relative to Dock "Bins")

I was trying to post a picture directly in a reply to christopher.octa‌ 's post here but it would not permit, so I'm posting the associated (but poorly rendered in MS Paint) picture here. Forgive my graphic design skills.

I can see the merit to 1 or 2 communal dock bins that everyone can work on (like a bin for patients who have been approved by insurance and need one of our schedulers to call and get them an apt), but for us this would be a secondary concern. Most of us need a way to organize/prioritize the patients that are in *our own* specific docked inbox, rather than a shared bin. Just like my real-life inbox, there are multiple types of requests since I wear more than one hat- Medical Records requests, Hospital cases, billing TMJ services, etc. Currently, my best way to organize them is to print something from the chart and create my own physical "to-do" piles so I can tackle similar tasks at one time for efficiency. But to do that, I have to OPEN (not necessarily complete) every patient docked to me to determine & organize, and I lose a lot of efficiency there. Working through the dock in alphabetical order, as it is now, is a bigger waste of time and perpetually postpones those at the end of the alphabet.

My ideal world would include about 4 (at least) dock bin Indicators for the Sending user to select before docking the patient to another user. They would be customizable per Recipient user. For example, I would set the dock options for my Dock, and those options would only appear by the radio buttons when someone had selected me as the end user to their dock note. The options that appear after my name might be different from the options chosen by our implant coordinator or front office manager, but each of us would have about 4. We would also need the end user to be able to re-bin them as necessary (if a TMJ patient was docked to me as Medical Records, etc).

MOST of all, we really need an Urgent flag (from the sender) to be a possibility, so that can help prioritize.

This may be an unreasonably huge ask, but hey, we gotta dream big, right?

CS Dental Employee
CS Dental Employee

Dream Big is only Right! Mentioning your enhancement to WinOMS PLM! Thank you for the enhancement matt.ackerman

CS Dental Employee
CS Dental Employee

I like the idea of the "urgent" mark.

I also like how you have imagined the "bins" to be user-specific.  Interesting idea -- I'll discuss with Octa.  With so many different bin possibilities, it might end up becoming confusing for the entire practice (think large practices) when they could have so many different options to understand.

Premolar I

I'm with Kristina that if it was similar to email, where you're simply placing docks in your own pre-determined folders, that would be helpful and I not too confusing (though I can understand how it might be confusing for the sender to figure out which "folder" to dock a patient to when the options are different for everyone).

Something that I'm sure Kristina deals with having to open the patients to print something is how a patient who is docked has to be opened if you aren't going to complete the dock immediately. If I just click on the dock note, yes it opens the patient's account, but it also removes them from my dock. So either I have to read the dock note, close the dock note, search for the patient to get the needed info OR open the patient from the dock note and complete the task OR open the patient from the dock note, get the required data, then redock the patient, but unless I want to retype a dock note, the dock is just blank and I have to remember why they are docked by again going through the above steps. It's a lot of extra work that would be saved either with bins or with not having patients be removed from the dock when you open them via the dock note.