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Reception/Front Desk (My Office) List Page

Reception/Front Desk (My Office) is a list page that shows all appointments for a certain day. It allows users to interact with and view details on all appointments for a selected day. The screen also allows users to reschedule or cancel appointments, print all currently shown clients’ information and the day’s schedule. You can also create a new service for a specific client.

  1. Click on the Search icon.
  2. Type “Reception/Front Desk” in the search bar.
  3. Select “Reception/Front Desk (My Office)” from the search results.

This will bring up the Reception/Front Desk list page.

Filters

The following filters are available on this list page: 

    1. Date Filter (Filter is not formally label) Switches the view to a specific day’s appointments.
    2. All Views (Filter is not formally labeled, this shows the default option when first viewing the screen) “All Views” is the only option for this filter.
    3. All Statuses (Filter is not formally labeled, this shows the default option when first viewing the screen)
    4.  All Clinicians (Filter is not formally labeled, this shows the default option when first viewing the screen)
    5. Click the Apply Filter button once the appropriate options have been selected. 

Columns

  1. Number Of Time Rescheduled (This column is not formally labeled). The number of times an appointment had been rescheduled. This hyperlink will allow you to reschedule the appointment. 
  2. Calendar icon: You can create a follow-up appointment by clicking this icon. 
  3. Client: The client ‘s name and ID number. This hyperlink will take you to the Client Account screen. 
  4. Flags: The client’s flags will appear here. If you hover over the flag, it will give you a description. 
  5. Procedure: Shows what procedure the client is scheduled for. 
  6. Status: Shows the status of the appointment such as Show, Complete, Cancelled, etc. This hyperlink will allow you to change the status of the appointment. 
  7. Staff: The staff the client is scheduled with. This hyperlink will take you to the staff’s calendar. 
  8. Balance: Shows the client’s balance. This hyperlink will take you to the Client Payment window. 
  9. Comment: Comments will display here. To add a comment, click the Add hyperlink. 
  10. Locations: Shwos the location of the appointment. 
  11. Programs: Shows the program the appointment is associated with. 
  12. Primary Ins: Client’s Primary insurance. This hyperlink will take you to the coverage screen. 

Upper Right-Hand Icons

    1. Group Icon: This button will take you to the Groups list page. 
    2. Cancel Icon: This will cancel the selected appointment(s).
    3. Print (Patient) Icon: This will allow you to print client information. 
    4. Print (Schedule) Icon: This icon will allow you to print the schedule based on your filters. 
    5. Enter Service Icon: This icon will take you to the Service Detail screen. 
    6. New Favorites Icon: Clicking on the “new favorites” icon will allow you to add this screen to your favorites for quick access.
    7. Favorites Icon: If you have this listed as your favorite already, when you hover over this icon, it will tell you the favorite name.
    8. Export Icon: This icon is available to admins. You will be able to export the data from this screen into an excel spreadsheet.
    9. Customize Icon: Using these icons you can customize the columns. 

Exported Columns

  • Number Of Time Rescheduled
  • Time
  • Client
  • Chosen Name
  • Flag
  • Procedure Name
  • Status
  • Staff
  • Client Balance
  • Comment
  • Is Crossed Yellow Limit
  • Is Crossed Red Limit
  • Co-pay amount
  • Client Phone number
  • Is Minor
  • Payment Id
  • Amount
  • Locations
  • Programs
  • Primary Ins.