When using the Calling Module, there are options to control the Calling Flow from the CHA Screen. The current Room (Table) status is located along the bottom of the CHA screen. This area reflects a list chosen in the Rooms Setup screen (refer to the heading ‘Check Room Current Status’ in the Recording Names / Recording Rooms section). This is also available on the VTC screen, located in the lower right corner.
NOTE: on the VTC, a Provider can only see the Rooms (Tables) they are currently logged in to by default.
In the above example, there are three Rooms configured for Patient Calling. The color coding is designed to help identify the Current Room Status at a glance.
• Purple: MANUAL ASSIGN (noted above for the EX Room)
• Green: AVAILABLE (noted above for T1 and T2)
• Dark Grey: NOT USED
• White: RESERVED
NOTE: the Room Code is located in the left side box. Our image above shows the EX (Exam Room), T1 and T2 (Table 1 and 2). The initials next to each Room Code represent the Provider currently logged in at that Table.
To change the Room Status, Right Click on the empty cell adjacent to the Provider initials. In the popup menu select the new status or action.
• Clear: Removes the Patient name in that Room. Use this for Patients who were not Posted properly by the Provider.
• Reserve: puts the Room in Reserve mode (see details in previous section)
• Not Used: puts the Room in Not Used mode (see details in previous section)
• Auto Assign: this option is available if the Room is currently set to Manual Assign – this opens the Room to automatic assignment. Available Patients will be assigned to this Room.
• Manual Assign: this option is available if the Room is currently set to Auto Assign – this closes the Room to automatic assignment. Available Patients will not be assigned to this Room.
• Back to Que: sends the Patient assigned or signed in to this Room back to the Queue (waiting list)
The next Patient in line will be called to that Room.
When a Patient has been ‘assigned’ to a specific Room using Calling, the Patient name will
disappear from the Queue and appear in the Room Status box highlighted in YELLOW. Once the Patient Signs-In at the Table (using their card or keychain fob) the highlight will change from Yellow to RED.
This will help the Front Desk know, at a glance, who is in a Room and who should be going to a Room.