Version 14.19

Path: Practice Management tab > Appointments button

Overview

Patient Tracking Stages allow all staff to see the exact stage of a patient's visit during their time in the office.  

Adding Patient Tracking Stages

1. Navigate to Appointment Types and Zones window using the path above.
2. Click the Patient Tracking Stages tab.

1. Click the Add button .
2. Enter the following information:  

• Description: the name of the Patient Tracking Stage. This is what is displayed on the Patient Tracking screen in the Visit Status column.
• Stage: identifies the visit status stage. 
• Sort: the numeric order in which the Patient Tracking Stages are displayed in the drop-down menu.
• Color: the color of the appointment when it is in this tracking stage. Do not edit Checked Out. The following stages do not allow you to change the tracking color:
  • Waiting Room 
  • Triage 
  • In Progress 
  • Finished 
  • Scheduled 
  • Curbside 
  • Note 
  • Checked Out
• Archived: select the Archived checkbox to indicate that the archived status is no longer in use and will not be displayed in the drop-down menu.

1. Click the Save button .
2. Once all changes are made and saved, close the window.

Editing Patient Tracking Stages

1. Click the Patient Tracking Stages tab.
2. Click to select the item to modify.
3. Click the Edit button .
4. Edit any field (Description, Stage, Sort, Color, Archived).

1. Click the Save button.
2. Once all changes are made and saved, close the window.

Version 14.10

Utilities > Manage Practice > Appointment Preferences

Overview

Patient Tracking Stages allow all staff to see the exact stage of a patient's visit during their time in the office.  

Adding Patient Tracking Stages

1. Navigate to Appointment Preferences using the path above.
2. Click the Patient Tracking Stages tab.

1. Click the Insert Record button.
2. Enter the following information:  

• Description: the name of the Patient Tracking Stage. This is what will be displayed on the Patient Tracking screen in the Visit Status column.
• Stage: identifies the visit status stage. 
• Sort: the numeric order in which the Patient Tracking Stages are displayed in the drop-down menu.
• Color: the color of the appointment when it is in this tracking stage. Do not edit Checked Out.
• Archived: select the Archived checkbox to indicate that the archived status is no longer in use and will not be displayed in the drop-down menu.

1. Click the Post Edit button .
2. Once all changes are made, click the Exit button  .

Edit Patient Tracking Stages

1. Click the Patient Tracking Stages tab.
2. Click to highlight the item to modify.
3. Click the Edit Record button .
4. Edit any field (Description, Stage, Sort, Color, Archived).

Note: If your practice has enabled the System Preference to automatically reset visit stage when encounter notes are opened, the setup for Patient Tracking Stages is very specific. Click here to learn how to achieve that setup.

1. Click the Post Edit button.
2. Once all changes are made, click the Exit button .