Clipboards - Client Arrival and Transfers
|Clipboards - Client Arrival and Transfers|
|Waiting Room Entry Window|
Working with Clipboards Once Your Client Arrives
When a client with an appointment arrives, the responsible staff member transfers the patient to a clipboard such as 'Waiting Room' or 'Surgery'.
As the patient progresses through their visit, this can be reflected in the clipboards. For example, when a visit has been completed, the vet can transfer the patient record from the 'Visit Room' clipboard to the 'Waiting to Pay' clipboard, ready for the receptionist to take payment.
TRANSFERRING PATIENTS BETWEEN CLIPBOARDS
Transferring by Drag and Drop
1. Select ‘Clipboards and Appointments’ and find the relevant appointment.
In our example below: Evergreen clinic, the Appointments clipboard is Appointments - Small.
2. Click the appointment and, while holding the mouse button down, drag it to ‘Waiting Room’
and let the button go
This will open the Appointment Entry Window for that clipboard.
Transferring with the 'Transfer' Option
Right-click an appointment entry and choose 'Transfer' from the shortcut menu that appears.
This opens the Send to Clipboard dialog.
‘Waiting Room’ will be the common choice but you may sometimes send to other clipboards such as ‘Hospital’.
Make your choice & click OK to open the Appointment Entry Window for the clipboard.
Remember that you can change the names of various clipboards to suit your own needs.