Registration > Queues
Users can CRUD queue labels, CRD each of the queue access per user, enable or disable multiple counters for receptionist queues, reasons for visit, postponing, and canceling of queues.
Video
Steps in Creating a New Queue
From the main clinic dashboard, click your profile picture on the upper right corner and open Settings. From there, find the Registration settings on the left sidebar and click Queues.
Click the “+” button.
Select queue type (e.g. doctor, nurse, therapist, etc.)
Set the name for the queue
Select who can access this queue
Add descriptions for each queue.
Click save to finalize the queue label.
Steps in Importing Queues
To import queues, click the import queues button
Download the Excel file template and fill out the necessary details
Upload the template file back into the system.
All queues will now be recognizable in queues settings.
To update any queue label, click the edit icon
Edit the queue details.
Click “Save” to finalize.
To delete a queue, just select the delete icon.
Click “Yes” to finalize the removal of the selected queue label.
Steps in Adding Multiple Counters
To enable or disable the multiple counters option for receptionist queue, go to a receptionist queue label (or upon creation of a new receptionist queue label).
Click on the checkbox.
More options for multiple counters will appear.
Add multiple counters as needed by entering a name for one counter
Click add to Save.
Steps in Adding Queue Tags
To add a queue tag, enter the name of the tag.
Click the “Add Tag” button.
Queue Tag is now added.
Enable/Disable Requirement of Reason for Postponing and Cancelling
Tick the corresponding box to enable
Untick the corresponding box to disable.
Patient tags function as the grouping of patients according to the clinic’s discretion (e.g. senior citizen, VIP).
Video
Steps in Adding a Patient Tag
Click the “+” button.
Page will be scrolled to the bottom
Input the Tag Label.
Click the “Add” button to finalize.
To delete a certain tag, click the “delete”.
Confirm action by selecting “Yes”.
Registration > Analytics
Here, users can enable and disable the analytics or reports that can be viewed in the clinic dashboard.
Video
Steps to Enable/Disable Analytics
In order to enable or disable, simply click the toggle button which corresponds to the analytics
Click “Save” to finalize.
Registration > Patient Info Fields
Patient Fields refer to the patient information that the clinic records to properly assess and tend to their patients’ medical needs. Users can enable or disable specific fields for their utmost convenience.
Video
Steps to Enable/Disable Patient Fields
To enable or disable certain fields, click on the toggle button for each of the desired fields.
To finalize, click save.
Registration > Patient Kiosk
The Patient Kiosk setting is where users can customize the fields that their new and follow-up patients are required to complete before proceeding to the frontdesk. This settings also include the enabling or disabling of kiosk banner, kiosk number printing, and CRUD of privacy notice for patients.
Video
Steps in Managing Patient Kiosk
To enable or disable certain kiosk field, click the toggle button corresponding to the information.
Toggle the enable or disable button
Enter desired message or announcements.
Click save to finalize the message.
Steps in Enabling/Disabling Kiosk Printing Settings
To enable printing, check the box with the label “print registration kiosk number”.
System will automatically print the queue number of the patient.
Steps in Adding a privacy notice
To add a privacy notice for patients to read upon interacting with the kiosk, click the “+” button
Input the language of the privacy notice
Input the desired title
Input message of the privacy notice
Click the accept button.
Users will see a live preview of their privacy notice.
Click save to finalize.
Users can CRUD queue labels, CRD each of the queue access per user, enable or disable multiple counters for receptionist queues, reasons for visit, postponing, and canceling of queues.
Video
Steps in Creating a New Queue
From the main clinic dashboard, click your profile picture on the upper right corner and open Settings. From there, find the Registration settings on the left sidebar and click Queues.
Click the “+” button.
Select queue type (e.g. doctor, nurse, therapist, etc.)
Set the name for the queue
Select who can access this queue
Add descriptions for each queue.
Click save to finalize the queue label.
Steps in Importing Queues
To import queues, click the import queues button
Download the Excel file template and fill out the necessary details
Upload the template file back into the system.
All queues will now be recognizable in queues settings.
To update any queue label, click the edit icon
Edit the queue details.
Click “Save” to finalize.
To delete a queue, just select the delete icon.
Click “Yes” to finalize the removal of the selected queue label.
Steps in Adding Multiple Counters
To enable or disable the multiple counters option for receptionist queue, go to a receptionist queue label (or upon creation of a new receptionist queue label).
Click on the checkbox.
More options for multiple counters will appear.
Add multiple counters as needed by entering a name for one counter
Click add to Save.
Steps in Adding Queue Tags
To add a queue tag, enter the name of the tag.
Click the “Add Tag” button.
Queue Tag is now added.
Enable/Disable Requirement of Reason for Postponing and Cancelling
Tick the corresponding box to enable
Untick the corresponding box to disable.
Patient tags function as the grouping of patients according to the clinic’s discretion (e.g. senior citizen, VIP).
Video
Steps in Adding a Patient Tag
Click the “+” button.
Page will be scrolled to the bottom
Input the Tag Label.
Click the “Add” button to finalize.
To delete a certain tag, click the “delete”.
Confirm action by selecting “Yes”.
Registration > Analytics
Here, users can enable and disable the analytics or reports that can be viewed in the clinic dashboard.
Video
Steps to Enable/Disable Analytics
In order to enable or disable, simply click the toggle button which corresponds to the analytics
Click “Save” to finalize.
Registration > Patient Info Fields
Patient Fields refer to the patient information that the clinic records to properly assess and tend to their patients’ medical needs. Users can enable or disable specific fields for their utmost convenience.
Video
Steps to Enable/Disable Patient Fields
To enable or disable certain fields, click on the toggle button for each of the desired fields.
To finalize, click save.
Registration > Patient Kiosk
The Patient Kiosk setting is where users can customize the fields that their new and follow-up patients are required to complete before proceeding to the frontdesk. This settings also include the enabling or disabling of kiosk banner, kiosk number printing, and CRUD of privacy notice for patients.
Video
Steps in Managing Patient Kiosk
To enable or disable certain kiosk field, click the toggle button corresponding to the information.
Toggle the enable or disable button
Enter desired message or announcements.
Click save to finalize the message.
Steps in Enabling/Disabling Kiosk Printing Settings
To enable printing, check the box with the label “print registration kiosk number”.
System will automatically print the queue number of the patient.
Steps in Adding a privacy notice
To add a privacy notice for patients to read upon interacting with the kiosk, click the “+” button
Input the language of the privacy notice
Input the desired title
Input message of the privacy notice
Click the accept button.
Users will see a live preview of their privacy notice.
Click save to finalize.
Updated on: 08 / 27 / 2021