Quick Actions allow staff to perform common tasks directly from the operatory tile without navigating away from Patient Flow.
These actions reduce workflow interruptions and improve internal communication.
Sending a Message to the Operatory
How to Send
Click the Message icon on the operatory tile.
Enter your message.
Click Send.
Where Messages Appear
An alert in Team Messaging.
In the associated operatory thread.
As a pop-up when using the Desktop App
When to Use
Request assistance.
Provide patient updates.
Adding an Operatory Alert
How to Add
Click the Alert icon.
Select the appropriate alert type.
The alert displays on the operatory card.
Where Alerts Appear
On the operatory tile.
In Team Messaging threads.
Common Alert Types
Help Needed
Delay (5, 10, 15, 20 minutes)
Doctor Required
Front Office Attention
Best Practice
Use alerts for urgent needs and messages for general communication.
Summoning Assigned Provider
How It Works
Click the Provider icon.
The assigned provider receives a notification.
If no provider is assigned, the icon may indicate “No Assigned Provider.”
Summoning Other Staff
To request help from another team member:
Click the summon option.
Select the desired provider or staff member.
Confirm.
Viewing the Routing Slip
How to Open
Click the Routing Slip icon.
Red Indicator
A red triangle indicates the patient has PMS alerts. Hover to preview updates without opening fully.
Moving to Check-out
Click the arrow icon.
The patient moves to Ready for Check-out.
This creates a visible signal for the front desk to process.
Operational Impact
Quick Actions:
Reduce hallway communication.
Increase response speed.
Improve documentation visibility.
Keep all activity centralized.