Setting Up Patient Flow

Setting Up Display Options

To set display options:

1. Click the Maintenance icon . The OrthoTrac Maintenance window is displayed.

2. Click Patient Flow Options. The Display Opts tab in the Patient Flow Options window is displayed.  

3. In the Select display type and background image section, select from the following:

4. Staff – PhotographicSelect this option to display a grid of patient names and photographs to staff members. To move a patient to a new location, select the patient's name or photograph and drag it to the new location. If enabled, the Change Patient Location window is displayed, and the staff member selects the location from the window.

5. Staff – Text BasedSelect this option to display a grid of patient names to staff members. To move a patient to a new location, select the patient name and drag it to the new location. If enabled, the Change Patient Location window is displayed, and the staff member selects the location from the window.

6. Patient – PhotographicSelect this option on the lobby check-in terminal to display patient photographs to patients. To check in, patients select their photograph.

7. Patient – Non-PhotographicSelect this option on the lobby check-in terminal to display boxes labeled with each letter of the alphabet to patients. To check in, patients select the letter that corresponds to the first letter of their last name and then select their name from a list.

8. Patient – Name EntrySelect this option on the lobby check-in terminal to display boxes labeled with each letter of the alphabet to patients. To check in, patients select the boxes to spell out their name, or they can type their name in the provided field.

• The patient display options lock patients out of all functions except checking into the lobby.

4. To select a background color or picture to be displayed in the Patient Flow Check-In window, click Choose Background. The Please Choose Your Background Image window is displayed.

Set the following options and then click Apply to save the changes and leave the window open, or click OK to save the changes and close the window.

• File sectionNavigate to the folder containing the picture you want to use as your background. Double-click the folder and select the file.

• Picture DisplayUse the drop-down list to select how the picture should display on the screen.

• Choose ColorIn the Color window, select a background color and click OK.

5. In the Refresh Display every field, select how frequently the system refreshes the displayed information.

6. In the Instructions section, the patient views instructions for checking in. To change the instructions, select the existing text and type the replacement text.

7. Set the Display Patients Starting from options:

8. This section determines when patients appear in the Patient Non-Photographic Check-In window if they have not checked in. It can be set to appointment times in The Current Time minus __ Minutes field, or it can be set from the Beginning of the Day.

9. This feature depends on the setting chosen from the Patient Time Constraints section on the General Options tab; after a patient exceeds the No-Show criteria, he is instructed to see the receptionist. The Patient Photographic Check-In window also considers the No-Show criteria, but patients can click the Earlier Appts button to check themselves in.

10. For the Staff – Photographic and Staff – Text Based windows, this field determines not only when patients are displayed if they have not yet checked in, but also how long patients who have cancelled a appointment or who have already left for the day are displayed.

11. After patients with a status of Not Here Yet, Cancelled, or Gone pass the 30-minute criteria, they are no longer displayed in the current window, but can be viewed by clicking Earlier Appts.  

• If the No-Show setting is less than the Current Time parameter, after a patient exceeds that criteria, he or she is no longer displayed in the window.

8. In the Picture Size section, select Use Large Photos to display large photographs in the Staff – Photographic and Patient – Photographic check-in windows.

9. Click OK.

Related Topics

Setting Up Locations

Setting Up General Options

Setting Up Check In Messages

Setting Up the Grid

Setting Up the Light Bar

Setting Up the Welcome Screen