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Steph,
I was in a clinic this morning that has a high percentage of walk ins, and after adjusting some columns, the Whiteboard is working pretty well for them. Their general work flow is to create an appointment with notes when the client walked in, check the patient in to the whiteboard, so it would show they were waiting, the doctor look at the waiting column to determine who was next, and when the
doctor came to get the patient, the reception would uncheck Patient is Waiting on the Checked-in tab. We also brought out the Status and Breed columns to help alleviate confusion over which animal was which and sorted by Status first (out-patient on the bottom) and Waiting second (waiting the longest on top of the out-patients, and second sort is accomplished with a Shift-left click.) The
last change to the checked-in tab was to display the preview text for Check-in Notes which carries over any notes from the appointment and can be customized now to display 1, 2, 3, or All lines of the notes.
The practice I was visiting has three doctors (two full-time.) |
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This posting has been authorized by McAllister Software Systems, LLC and was written by Jeremy Bennett, Client Relations Manager |