Starting a visit
Move a called patient to In Progress, then complete them when they are done.
Overview
When a called patient is in the chair, Start marks the appointment IN_PROGRESS and moves the card to the In Progress section. Complete marks it COMPLETED and the patient leaves the queue. The queue tracks where the patient is; the clinical record (notes, charting, treatments, prescriptions) is kept in the consultation, which you open separately.
Prerequisites
- Owner, Admin, Dentist, Hygienist or Therapist
- The patient has been called from the queue
Steps
Open the queue. Open Queue and pick your location.
Press Start on the called patient. The card moves to In Progress.
Record the visit. Open the consultation to write notes, chart and add treatments. See Starting a consultation and Recording vital signs.
Press Complete on the queue. When the patient is done, press Complete on their card. They leave the queue.
Expected outcome
- The appointment moves
CHECKED_INtoIN_PROGRESStoCOMPLETED - The patient leaves the queue when completed
Troubleshooting
| Symptom | Likely cause | Fix |
|---|---|---|
| No Start button | The patient has not been called yet, or your role cannot start a visit | Call the patient first, or ask a clinician |
| No Complete button | Your role cannot complete a visit | Ask a clinician |
| The card did not move | Live updates dropped | Reload the page |