Using Patient Flow Tracking

Overview

Patient Flow Tracking lets your office see a patient’s status as they move through the office visit, from arrival to provider-ready to check-out. Statuses are set directly from the scheduling grid and are visible to the care team, making it easy to see where each patient is in the visit.

Set a patient’s status

You can update a patient’s status from the main scheduling screen:

1. In the schedule, right-click the patient’s appointment.
2. Hover over Patient Flow Tracking to open the submenu.
3. Select the appropriate status:
   • Checked In
   • Ready for Provider
   • Checked Out

[Right-click menu showing Patient Flow Tracking submenu and available statuses]

Caption: Right-click a patient and choose Patient Flow Tracking to set the status.

Once a status is set, hovering over the patient in the scheduling grid displays the current status, such as Checked In. To clear a status that was set by mistake, select Reset from the same Patient Flow Tracking submenu.

[Scheduling grid showing the current patient status on hover]

Caption: Hovering over a patient shows the current status in the scheduling grid.

Status indicators in the provider view

In the provider’s schedule view, each patient’s status appears as a small indicator for quick review.

Indicator	Meaning
Blank	No status set
Black checkmark	Checked In
Green med kit	Ready for Provider
Grey checkmark	Checked Out

[Provider schedule view showing patient status indicators]

Caption: The provider’s schedule view shows each patient’s status as a small indicator.

Typical visit workflow

A common way to use these statuses during a patient visit is:

• Checked In: Front desk staff sets this when the patient arrives.
• Ready for Provider: Clinical staff sets this after rooming and intake are complete, signaling that the patient is ready.
• Checked Out: Set when the visit is complete and the patient leaves.

Tip: Each status follows the same right-click workflow. If the wrong status is set, right-click the patient again and choose a different status, or select Reset to clear it.