Patient Tracking Stages

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.  

Add 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 appear 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 appear in the dropdown menu.
  • Color: the color the appointment will appear when it is in this tracking stage. Do not edit Checked Out.
  • Archived: a checkmark in the Archived box will indicate that the archived status is no longer in use and will not appear in the dropdown 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 .