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Patient Flow Updates - September 2025

Alyssa Elso avatar
Written by Alyssa Elso
Updated yesterday

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 staff directly.

  • Add Operatory Alerts for real-time communication.

  • Summon Other Providers and Staff instantly.

  • Show 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.

This feature helps your layout better reflect your actual practice flow.


Responsive Design

Patient Flow continues to adapt to different screen resolutions:

  • Whether on a large monitor or a smaller laptop screen, all operatories remain visible.

  • This ensures that no matter where you’re working, you can monitor patient movement easily.


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.

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