8 steps
Front desk
Eight steps, about 45 minutes. By the end you can book, move and cancel appointments, check a patient in, answer a message and take a payment at the counter.
8 stepsabout 45 minutesno admin rights needed
- 1Log in and set up your profileYou can sign in, see the clinic you belong to, and know where to change your notification settings.4 min4 min
- 2Read the day off the timelineYou can tell, in one screen, who is expected, what has not been confirmed and which messages are waiting.5 min5 min
- 3Book an appointmentYou can create a booking with the right provider, procedure and length, and know what to do when there is no free slot.8 min8 min
- 4Reschedule and cancelYou can move an appointment without losing its history, and record why a cancellation happened.6 min6 min
- 5Check a patient inYou can mark an arrival, see whether intake was completed, and send the form again if it was not.5 min5 min
- 6Answer a patient messageYou can reply in the patient's thread, use a saved template, and hand a question to a provider.6 min6 min
- 7Take a payment and issue an invoiceYou can invoice what was done at the visit, record the payment, and see what is still outstanding.7 min7 min
- 8Close the dayYou can check that nothing is left unconfirmed, unpaid or unanswered before you leave.4 min4 min
You're set up — what's next
Keep the module reference to hand for the things that come up less often, and ask your clinic administrator about anything that needs settings changed.