Workflow chart – Engaged –Complete area

Step 1

Click on the ‘Appointment’ module.

patient22

 

Step 2

Select ‘Appointment’ option from the dropdown that appears.

patient17

 

Step 3

For Schedule to Waiting Area

  • kindly note: if appointment is not created than scheduled button will be non clickable and it will show count as ” 0 “
  • Click on “Scheduled” button which is located on right side of the screen. Scheduled patient list will appear
  • Click on “Check-in” button. Patient schedule will move from schedule to waiting. You can check by click on “Waiting” button.

For Waiting to Engaged Area

Click on “Waiting” button. Waiting Patient list will appear. You click on “Engaged” button patient will engaged for treatment.

For Waiting to Engaged Area

Click on “Complete” button. Patient will move from Engaged to Completed list. You can check when click on “Complete” button which is located on right side of the screen.

patient23

 

Step 4

Click on icon4button which is located below the row, Direct –check in page will open.

patient24

 

Step 5

Select Radio button of New Patient,

  • Patient :Enter New Patient name
  • Mobile :Enter Mobile number
  • Doctor: You search for Doctor using below criteria in Doctor field :
    Doctor name: Enter the Doctor’s name in the search bar
    Select the “Doctor” from drop down list
  • Notes : You can add short note i.e. Appointment Reason
  • Notification : If you want to send SMS to Patient for appointment schedule than click on “On” button otherwise click on “Off” button.

After all information added you can click on “SAVE” button

patient26

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How to add Direct Check in New Patient

Step 1

Click on the ‘Appointment’ module.

patient22

 

Step 2

Select ‘Appointment’ option from the dropdown that appears.

patient17

 

Step 3

Click on “Waiting” button which is located on right side of the screen.

patient23

 

Step 4

Click on icon4button which is located below the row, Direct –check in page will open.

patient24

 

Step 5

Select Radio button of New Patient,

  • Patient :Enter New Patient name
  • Mobile :Enter Mobile number
  • Doctor: You search for Doctor using below criteria in Doctor field :
    Doctor name: Enter the Doctor’s name in the search bar
    Select the “Doctor” from drop down list
  • Notes : You can add short note i.e. Appointment Reason
  • Notification : If you want to send SMS to Patient for appointment schedule than click on “On” button otherwise click on “Off” button.

After all information added you can click on “SAVE” button

patient26

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How to add Direct Check in Existing Patient

Step 1

Click on the ‘Appointment’ module.

patient22

 

Step 2

Select ‘Appointment’ option from the dropdown that appears.

patient17

 

Step 3

Click on “Waiting” button which is located on right side of the screen.

patient23

 

Step 4

Click on icon4button which is located below the row, Direct –check in page will open.

patient24

 

Step 5

Select Radio button of Existing patient,

  • Patient :Enter the patient’s name already has a profile in application, his name will appear in a
    drop down list. Select the “Patient” from drop down list
  • Doctor: You search for Doctor using below criteria in Doctor field :
    Doctor name: Enter the Doctor’s name in the search bar
    Select the “Doctor” from drop down list
  • Notes : You can add short note i.e. Appointment Reason
  • Notification : If you want to send SMS to Patient for appointment schedule than click on “On” button otherwise click on “Off” button.

After all information added you can click on “SAVE” button

patient25

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Add an Appointment for New Patient

 

Step 1

click on the ‘Appointment’ module.

To schedule an appointment, on the Appointment View, click on the time slot you want to book. Appointment page will open, You can scheduled Existing patient or New Patient,

patient17

 

Step 2

Select New Patient :-

  • Patient : Enter New Patient name
  • Mobile : Enter Mobile number
  • Doctor : You search for Doctor using below criteria in Doctor field :
    Doctor name: Enter the Doctor’s name in the search bar
    Select the “Doctor” from drop down list
  • Date & Time : Here you have the option to change the date, time
  • Duration : you have the option to change the duration
  • Notes : You can add short note i.e. Appointment Reason
  • Notification : If you want to send SMS to Patient for appointment schedule than click on “On” button otherwise click on “Off” button.

After all information added you can click on “SAVE” button

Note : New Patient details are not recorded until new patient are not arrived in waiting area.

patient19

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Add an Appointment for Existing Patient

 

Step 1

click on the ‘Appointment’ module.

To schedule an appointment, on the Appointment View, click on the time slot you want to book. Appointment page will open, You can scheduled Existing patient or New Patient,

patient17

 

Step 2

Select Existing patient :-

  • Patient : Enter the patient’s name already has a profile in application, his name will appear in a
    drop down list. Select the “Patient” from drop down list
  • Doctor : You search for Doctor using below criteria in Doctor field :
    Doctor name: Enter the Doctor’s name in the search bar
    Select the “Doctor” from drop down list
  • Date & Time : Here you have the option to change the date, time
  • Duration : you have the option to change the duration
  • Notes : You can add short note i.e. Appointment Reason
  • Notification : If you want to send SMS to Patient for appointment schedule than click on “On” button otherwise click on “Off” button.

After all information added you can click on “SAVE” button

patient18

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