Skill Sharpeners

Exercise 1:  Add a Patient in the Patient Flow Module

A patient without an appointment comes in and asks if he can make an appointment. You can use the Patient Flow module to schedule walk-in appointments.

To add a patient in the Patient Flow module:

  1. Click Add Patient at the bottom of the Staff - Text-Based display window. The OrthoTrac Software Patient Lookup window is displayed.

  2. Select the name of the patient to add and click OK. The Add Patient to Patient Flow System window is displayed.

  3. Use the drop-down list in each field to select the appropriate information. To add a staff or patient comment, type the comment in the appropriate field.

  4. Click OK.

Exercise 2:  Move a Patient from One Location to Another

A patient has checked in for his appointment using a computer in the lobby. Move the patient from the lobby to the operatory.

To change a patient’s location:

  1. Select the patient.

  2. Click the Patient Flow button. If a message is displayed, click Yes. The Charting/Patient Flow window is displayed.

  3. Click-and-drag the patient to the In Deck or Operatory icon. The Change Patient’s Location window is displayed.

  4. Click OK and move the patient to the Out Deck or Check Out icon.

 

Related Topics

Using the Patient Flow Window

Changing Patient Locations

Checking In Patients with Check-In Messages

Adding Patients in the Patient Flow Module

Using the Light Bar