1. The Worklist View
Use the Worklist view to more easily keep track of patients as they arrive for their appointments and where they are in their treatment journey.
2. How it Can Help
From the Worklist view, you can:
Easily view and edit the status of a patient’s appointment
See a patient’s financial balance
Filter among the day’s appointments
See an enlarged profile picture of the patient to easily identify them as they arrive to the clinic
Join online meetings directly from the Worklist view
Export a PDF of the day’s appointments with a single click
3. How it Works
Visit the Calendar section of the platform, and click on the icon to the right of the calendar icon in the upper left to navigate to the Worklist view.
From here you will be able to see all patients with appointments on the displayed day, as well as configure your own views. Filter among the patients within the current view using the drop down menus at the top of the page.
Create a new view by clicking adding the filters you would like applied to the view, then click the + button to the right of the view list. Then name your view, click “Save” and you will be able to navigate to your view with a single click.
Click on the small arrow to the right of a view’s name to rename or delete a view.