Following some more user requests we have two new features to announce. The first is resource allocation of patients in the diary. The second is expanded patient details on the live search functionality.
Many clinics run multiple treatment rooms at one time for one or more practitioners and it is necessary for the front desk to track to which room the patients have been allocated. Our new resource tracking allows this to be done easily by changing the appointment colour in the diary.
To set up this functionality, go to Settings->Resources. Enter your resources by clicking New. In the example we are using on room allocations, enter Room 1, Room2 etc. We also suggest adding a Completed option.
Once this is completed, the Resources menu option will show in the right click menu in the diary. From here you can select a resource to allocate a patient to.
When you select an option, the appointment colour will change to match the resource colour. Once a patient is completed in the clinic we recommend allocating them to the Completed resource if you created one.
So, to summarise the flow of a patient through the clinic. When the patient arrived, mark them as Arrived in the diary using the right click menu (this step is important for visit statistics). Next select which resource they are allocated to, eg. as they are taken into Room 2 allocate them to Room 2. Lastly, when they have finished in the clinic, allocate them to Completed.
Live Search Changes
Some of our users reporting difficulty when using the live search function when there are two patients with the same name. To overcome this, when you hover over the name with the mouse, their date of birth and the first two address lines will show near the mouse. To make it disappear just move the mouse off their name. To select the name just click on the name as normal.
This feature is available in the diary and in the client search area.
As always, if you experience any issues or can’t see the changes in your browser we recommend clearing your browser’s cache (stored files). Details on how to do this are here.