Topics Patient Workflow Search:  
The status of a patient's appointment/encounter can be changed from this Patient Workflow popup. This popup has the following fields and action buttons:

Visit Status: This dropdown displays the list of all applicable visit statuses depending on the current status of the appointment/encounter. Select the required status from the dropdown. Before marking the appointment as Arrived, the following statuses are displayed:
  • Scheduled - This status is selected when the appointment of the patient is scheduled.
  • Tentative - This indicates a future appointment depending on the User Level property appointment.max_confirmation_days. If an appointment is taken X days in advance, it is considered as Scheduled. If it is taken more than X days in advance, it is considered as Tentative.
  • No Show - An appointment with status 'Scheduled' or 'Tentative' is automatically marked as 'No Show' depending on the Admin Level property appointment.mark.noshow.afterdays. The user can enter the number of days in this property for the appointment to be marked as No Show automatically after this many days.
  • Cancelled by Clinic - This indicates the appointment was cancelled by the clinic.
  • Cancelled by Patient - This indicates the appointment was cancelled by the patient.
After marking the appointment as Arrived, the following statuses are displayed:
  • Arrived - Indicates that the patient has checked in at the front desk and is waiting to be seen. This status is automatically assigned by the system when the user clicks the Mark Arrived icon either on the Schedule or the Home Page. The encounter is started and the appointment is locked.
  • Ready for Nurse - Indicates that the patient is waiting for a nurse to see him/her. This code is manually assigned based on local processes.
  • With Nurse - Indicates that the patient is with clinical staff.
  • Ready for Doc - Indicates that the patient is waiting for the provider to see him/her. This code is manually assigned based on local processes.
  • With Doc - Indicates that the patient is with the provider.
  • Ready for Review - Indicates that the encounter has been completed by a PA or ARNP/NP and requires supervisory review by the clinic's attending MD. This status is manually assigned as needed and is transferred to the Report → Review Encounter list.
  • Ready for CheckOut - This status is selected when the patient checks out or the encounter is complete.
  • Done - Indicates that all required documentation is saved. This status is automatically assigned by the system.
  • Complete - Indicates the doctor has closed the encounter. This status is automatically assigned by the system.
Users can add custom statuses for an appointment to be displayed in the Appointments → Schedule → Patient Information section and Patient → Encounter → Patient Band. These custom appointment statuses can be added from Settings → Configuration → Codes/Drugs column → Custom Appt Status. On this screen, enter the details in the Code, Name, Display Status, System Status, Sequence Number and Status Color fields and mark the status as Active/Inactive and then click the Save button to add the status.

On the Patient Workflow popup, the Visit Status dropdown is populated with all system as well as custom appointment statuses. Users can select any status for the appointment, and this status is reflected on the Home screen.

Room: Enter the room number where the patient will be attended to. This field is displayed either as a textbox or as a dropdown, depending on the property appointment.rooms.list. If a comma-separated, predefined list of room labels is entered in the property, then these labels are displayed in a dropdown list. In this case, only the first 10 characters of each value are displayed in the dropdown list. If the property is left blank, then this field is displayed as a textbox, and the room number can be manually entered.

This field is not applicable for appointments in Scheduled and Tentative statuses. If a room number is selected/entered for these statuses, then a validation message: Room No is not applicable for this Appointment Status is displayed upon clicking the OK button on the Patient Workflow popup.

Comment: Enter any comments when the status of the appointment is changed, if required. Comments can also be selected from the Patient Workflow Comment popup invoked by clicking the Add Comment icon. These comments appear on the Home Page along with the status. The character limit for this field is 255 characters. If the entered comment exceeds 255 characters, then a validation message: You have exceeded the limit of 255 characters in the Comments field by X characters. is displayed upon clicking the OK button on the Patient Workflow popup.

Go To: You can go to the Patient Workflow present on the Home Page, for the next patient, for the next appointment, or to remain on the current encounter. The default value for the encounter.patworkflow.goto property is now set to nextpat (Next Patient). As a result, the '-' option is removed from the dropdown list of available values.

Pri: Select the primary insurance to be associated with the patient's appointment.

Sec: Select the secondary insurance to be associated with the patient's appointment.

OK Button: Click on this button to save the changes made to the patient's appointment status.

Cancel Button: Click on this button to navigate back to the Appointment Schedule screen without saving any changes made to the patient's appointment status.