We’ve refreshed the Patient Flow experience with a redesigned view and updated pop-ups for quick actions. While the functionality remains the same, the new layout makes it easier to use, more intuitive, and provides clearer visibility for staff.
Updated Layout
The design has been improved for a cleaner, more modern look.
The interface adapts seamlessly to your screen size or resolution.
You can still drag and drop patients into the correct chair.
Quick Action Buttons
The Quick Action Buttons remain available on each operatory tile, but the view and pop-up tooltips have been updated to make them clearer and easier to use. These allow you to:
Message the Operatory directly for quick communication.
Add Operatory Alerts for real-time communication.
Click the “No Assigned Provider” icon to summon the provider assigned to that appointment.
Summon Other Providers and Staff via a pop-up that allows you to select a different provider or staff member.
Show the Routing Slip to review patient details.
Move Patients to Check-out when ready.
This update ensures your team can take immediate actions with improved guidance and visibility.
Create Custom Locations
In Patient Flow Settings, you can:
Add new locations such as Bathroom Chair, Consult Room, or Lunch Room.
Use these as placeholders that aren’t necessarily clinical operatories.
Manage locations under Overall Settings > Locations by enabling, disabling, or editing as needed.
Show or hide the Ready to Seat column — this is optional and can be removed if not needed.
This feature helps your layout better reflect your actual practice flow.
Provider Colors on Appointments
Patient appointments now display Provider Colors, making it easy to see at a glance which provider is assigned. Dual colors indicate that two providers are assigned to the appointment.
Responsive Design
Patient Flow continues to adapt to different screen resolutions.
Whether on a large monitor or a smaller laptop, all operatories remain visible.
In the Condensed View, the Expected Today, Ready to Check-out, Late, and Completed Appointments columns are always present, but they are minimized by default and can be expanded as needed.
The check mark to view all scheduled appointments in the Expected Today column is not available in the condensed view.
Training Videos
For a walkthrough of these updates, please review the following guides:
With these updates, Patient Flow is now:
Easier to use with a refreshed layout.
Clearer with redesigned quick action pop-ups.
More flexible with custom location options.
Adaptable to any screen size for better visibility.
This ensures your team can stay efficient, informed, and connected throughout the day.