Update On-Deck Operatory

You update the status of patient appointment progress in your On-Deck Operatory to keep track of the flow of patient appointments, and to accumulate statistics regarding the amount of time the doctor and assistant are with the patient.  In some offices, patients are processed several times during a single appointment, indicating orthodontist and assistant attendance.  In other offices, patients are processed only twice: once when Seated and once when Exited.

Get Started

• Sign in patients- Patients must be signed into your On-Deck system before you can process them. See "Use Patient Sign-In" for details.

How to Get Here

You can select the patient to process in these ways:

• Operatory Display > Double-click patient name.

   

  First open your Operatory Display.

  

  Then double-click the patient you want to work with.

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• You can also right-click a patient appointment in the Grid Scheduler and choose Seat Patient, or click OnDeck from the patient's Treatment Chart.

   

  Right-click an appointment:

  

  Click OnDeck from the Treatment Chart heading:

  

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• You can also process your patients' On-Deck Operatory status by right-clicking the patient's appointment from the Light Bar widget, or your Grid Scheduler, or editing the Arrival, Seated and Exited times in the patient's Arrival History.

Use This Feature

• Seat patient - Use this action when a patient has been escorted to the operatory.

  • Seat time - The time a patient is seated defaults to "now". You can change the time before you click Seat Patient if needed.

  • Assistant / chair - If you did not assign the appointment to an assistant and/or chair at the time you scheduled it, you can select them as you seat the patient. In addition, you can change the assistant at this time if needed. These options are only available if they have been enabled in the General tab of your On-Deck properties. (See "Set Up General On-Deck Options" for details.)

     

    First change the Seated Time, if needed.

    

    Then click Seat patient.

    

    Assign an assistant and/or chair if needed.

    

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  • Change seated time - If necessary, you can change the time a patient was seated even after you have click the Seat Patient button. After re-entering the processing window, first enter the correct seated time, then click Change Seated Time button.

     

    

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• Dr. is not here - Use this action when the assistant is actively attending the patient.

   

  

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• Dr. is here - Use this action when the doctor begins working with the patient.

   

  

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  • Automatic previous patient log-out - When you process a patient as Dr is Here, the orthodontist is automatically logged out of any previous appointment. This helps calculate the amount of time a doctor spends with each patient more accurately.

  • Current doctor time - To see the amount of time a doctor has spent with a patient in real-time, include the Dr Time @ Chair field in your Classic or Split-Screen display fields.

     

    

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• Dr. is Needed - Use this action then the assistant is finished,and the patient is waiting for the doctor.

   

  

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• Exit patient - Use this action when the patient is leaving your office. You can change the time that the patient's appointment was completed, if needed, before you click the Exit Patient button.

  Patient reward notice - If your system is set up to award patient reward points when an appointment is scheduled while the patient is in your office, you will need to schedule that appointment before you process the patient as Exited from your On-Deck system. See "Set Up Patient Reward Triggers" for details.

   

  

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• Undo sign in / undo seated - Use these actions to reverse the previous process.

   

  

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• Audit appointment - Click the Audit Appointment link at the bottom of the procedure processing window or the Arrival History window, to review the operator, dates, and times that the appointment was processed through your On-Deck system.

   

  Click Audit Appointment (or double-click an appointment) from the patient's Arrival History:

  

  Or, click Audit Appointment from the procedure processing window:

  

  Click Close when finished.

  

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Notice!

• Grid Icons- Once a patient signs into your On-Deck system, your scheduling screen indicates the current On-Deck status of that appointment..  See "View & Navigate Your Schedule" for details about these icons.

• Appointment Time Calculations- On-Deck reports add together all "seated" time that occurred throughout the patient's total appointment to calculate the total "seated" time for the patient. Time spent in the "not seated" status are added together as "wait" time.

• Processing protocol - Process patients according to your office protocol. At the minimum, we suggest you process patients as Seated and Exited.  However, for ultimate tracking and statistics purposes you need to use each process option as the patient flows through your office.

• Patient reward option - Use the Points for scheduling next appointment while in office field of the patient reward triggers options to enter the number of points to award patients that schedule their next appointment before leaving. These points are awarded when a new appointment is scheduled for a patient that is currently signed into your office. See "Set Up Patient Reward Triggers" for details.

• Use Operatory Display
  • View Operatory Display
  • View Light Bar
  • Update Operatory

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