Manual Assign Prompts - Atlas Chiropractic Systems

Atlas will prompt a User for verification to Manually Assign Patients if the Patient or the Table (Room) does not have a sound recorded.

For example, Patient Julie Case has not been into the office lately. Staff has not recorded her name into the software. Julie stops in one day without an Appointment. There is no ‘hold’ configured for walk-in Patients at this office. She Signs-In and Atlas attempts to direct her to the available Table One. Since Julie has no sound recorded, Atlas cannot process the Calling. It will prompt to Manually Assign Julie…

There are a few steps required to properly configure this feature.

1. Designate a Computer to receive the Manual Prompt Window: in the Rooms setup screen (Setup > Initial Setup > Rooms) designate only one Room (Computer) to be ASSIGN. This designation means the chosen Computer (usually Front Desk) will receive the prompt to Manually Assign Patients without sound

recorded (see Image).

The Confirm Assign window will appear on the ‘Assign’ Computer only when Manually Assignment is required.

2. The Room (Computer) marked as ‘Assign’ can be different (and usually is) from the Computer actually doing the Calling (the one

with the speakers connected)

3. When the Confirm Assign prompt appears, the CA can choose to:

DELAY: this does not assign the Patient to a Room, instead it leaves the Patient in the Queue and will prompt again.

ASSIGN: choose the correct Room to direct the Patient to (use the drop down menu) and click Assign to ‘send’ that Patient to that Room.

NOTE: when using Manual Assign, no sound will be heard – the Patient will have to be directed to the Room by Staff. However, Atlas will indicate which Room the Patient was directed to the Room Status area on the CHA screen and VTC.