Transcript Introduction to Waiting Room Manager (WRM) Contents • What WRM does

Introduction to Waiting Room Manager (WRM)
Contents
• What WRM does
• WRM basics
•
•
•
•
•
WRM operates in either Single or Group Mode
When you choose Group Mode
Configuring WRM
• adapting WRM to your practice
• setting display defaults
Making appointments
Using the Waiting Room Form
What Waiting Room Manager (WRM) does
WRM is:
• A patient appointments scheduler
• Designed for use with Patient Pro
WRM can be used:
• Within Patient Pro
• Independently of Patient Pro:
•
Your receptionist(s) can make appointments on behalf of
you and other practitioners
• Your receptionist can add new patients to the Patient Pro
database and enter basic data
• Your receptionist does not have access to consultation
data
• Your receptionist can issue invoices and receive payments
on your behalf.
(Click to proceed)
WRM Basics
WRM operates in either Single or Group Mode:
• You can switch between Modes at any time by clicking on the
Mode combo
• In Single Mode:
•
•
The appointments for a single practitioner are displayed. You can
change to a different practitioner by clicking on the Name combo
Appointments for up to 31 days can be displayed
(Click to proceed)
on this
combo
to temporarily
Click on the
Click
Setup
on this
button
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to: to open the
Click on this button to open
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to adisplay
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Click
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previous
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Configure WRM
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these buttons to
click on the Setup
• button
Set defaults
patients
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appears
room.
for a newly-presenting patient.
delete an appointment.
Use the date picker to display the
appointments for any day.
On startup, WRM always displays
the current date at the left side of
the appointments grid.
button
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You can
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beforereceive
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appointments
in the
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grid.
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Setup
button.
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making a newpayments,
appointment.
When you choose Group Mode:
•
•
The schedules for more than one practitioner can be displayed
Schedules can be displayed for just one day at a time
(Click to proceed)
Click on this To
button
hidetoa display
schedule
thefrom
schedules
view, forTo share an existing appointment
other practitioners.
click on Aa dialog
timeslot
box
in will
the open
schedule
that lets
with another practitioner, click on
you choose
andwhich
then schedules
click on thistobutton.
display.
the appointment to select it, and
then click on this button. A dialog
box will appear that lets you select
the practitioner(s) who will share
the appointment.
Click on the ‘OK’ button to display the schedules.
Configuring WRM
1. Adapting WRM to your practice
• In the scheduler, click on the Setup button: the dialog
shown below will appear
• In the grid, enter details on the practitioners in your
practice. (This step will be unnecessary if you have
already configured Patient Pro.)
(Click to proceed)
Practitioners’ initials are used in
the numbering of invoices and
receipts. It is not necessary that
their actual initials be used.
Click on this button to insert a new
record (line of data) into the grid.
Click on this tab to delete the
sample data from the grid.
Information in these fields are
used when printing invoices and
receipts.
• On the ‘Delete Staff’ tab, follow the instructions
below to remove the sample data on practitioners
(Click to proceed)
Double-click on the name of the
practitioner whose information you
wish to be removed from Patient
Pro and WRM.
Click on these tabs to change the
way WRM operates and appears
each time you start it.
The selected name will appear in
this box.
Click on this button to complete
the removal of the selected
practitioner’s information.
Configuring WRM
2. Setting display defaults
•On the ‘Operating Defaults’ tab, click on radio buttons
to indicate:
• default use of Single or Group operating mode
• default duration of appointments
• number of days to display in Single mode
(Click to proceed)
Note that you will need to
close WRM and re-start it
in order for changes made
here to take effect.
•
On the ‘Display Defaults’ tab, click on radio buttons
or change other settings to influence the way WRM
(Click to proceed)
appears
Alter these values using the
designated format to reflect your
practice’s normal business hours.
Then click on the Set button to
save the information.
Click on one of these radio
buttons to instruct WRM to
display a full 24-hour day in
its appointments grid, or
restrict its display to your
“Business Hours”.
If your practice has more
than one practitioner, it is
recommended that you
leave the ‘Yes’ radio button
checked. Otherwise, click
on the ‘No’ radio button,
Alter this value to change
the default row height in
WRM’s appointments grid.
Click on the ‘Set’ button to
store any change you make.
Click on one of these radio
buttons to get WRM to use
the Window “Short” or
“Long” date format when
displaying dates in the
appointments grid.
If you use the Windows
“Long” data format, you
will probably want to
display dates over two
lines in the appointments
grid. To conserve space
in the grid, click on the
“Single line” radio button.
Making appointments
1. In the appointments grid, locate and select the date and
starting time of the appointment
2. Double-click on the timeslot: the following dialog box
will appear
(Click to proceed)
Under most circumstances,
you will not need to alter any
of these values.
Please note that WRM’s
alarm features are not
enabled in the current
version.
Anything you type into this
box will appear in the
appointments grid in the
timeslot allotted to the
appointment. Entering the
name of the patient is
recommended.
Click on this button to open a
‘Locate patient’ dialog box, in
which you can quickly search for
any of the patients in Patient Pro’s
database. Having located the
patient, click on the dialog’s OK
button: the patient’s name will be
pasted into the ‘Description’ box.
Click on the OK button to
complete the scheduling of the
appointment, and to paste the
contents of the ‘Description’ box
into the appointments grid.
Making appointments (Cont’d)
3. The picture below shows the completed appointment
(Click to proceed)
If you select the appointment (by single-clicking
on it), it will appear like this.
You can double-click on
the appointment to edit any
of its properties
You can click-and-drag the top grey border to
move the appointment to another timeslot.
You can click-and-drag the bottom grey border in
a downwards direction to extend the appointment
into the next timeslot.
Using the Waiting Room Form
• This provides practitioners with a graphical
representation of the patients in your waiting room
• It is designed to be maintained by your receptionist
(Click to proceed)
When a patient arrives, your receptionist
opens the form and clicks on the ‘Select
patient’ button.
This opens a dialog box which can be
used to quickly search for the patient’s
name. When located, click on the
dialog’s ‘OK’ button.
In a multi-person practice, another dialog
will open that requests identification of the
practitioner that the patient has come to
see. (This step can be disabled using
WRM’s Setup form.) When this dialog’s
“OK’ button is clicked, the patient’s name
and other information is inserted into first
available seat at the top of the column of
chairs in the waiting room.
(Click to see an example.)
Using the Waiting Room Form
• This provides practitioners with a graphical
representation of the patients in your waiting room
• It is designed to be maintained by your receptionist
The timer lets you know how
long the patient has been in
the waiting room.
The patient’s name is
always displayed, but you
can suppress the display of
practitioner names using
WRM’s Setup Form
Click on this button when the
patient has left the waiting room.
The graphical and textual
information on the patient will
disappear, and the vacant seat
will be available for use by the
next patient to arrive.
Click on this button
to enter details of a
newly-presenting
patient.
Having removed a patient from the Waiting
Room Form, the next patient you add using
the ‘Select patient’ button will occupy the
topmost vacant chair in the list.
In a busy practice,
the visual position
of a patient in the
Waiting Room
Form might not
reflect the time
patients have been
waiting. To view a
list of current
patients in order of
arrival, click on this
button.
Click on this button
to remove all
patients from the
Waiting Room
Form.