Fast & Focused Series: Effective and Efficient Using Patient Flow Presented by Tops

One of the most important skills to possess as an orthodontic clinician is time management and understanding how to plan and control the time spent with your patient chair side.  

Patient Flow is a tool we use to track our patients from the moment they walk in the door until the moment they leave the office.  Using patient flow effectively can help provide data analytics for better coordination of care, better customer service and better operations within your practice.

Starting your day with Patient Flow:

• Open Patient Flow
• Briefly review all 5 different viewing options
• Review Clinical view in detail
• Naming chairs
• Locking chairs
• Adding additional chairs
• Hot corners
• Seating your patients
• Right click option
• Chair in the square 
• Clicking thru status column
• Emoji indicators 
• Birthday
• Financial Alerts
• Medical alerts
• Requesting the doctor
• Right click option 
• Hot corner option
• Adding Treatment Notes
• Double click option
• Right click option
• Completing your appointment
• Changing the status
• Review how to schedule chair side from patient flow drawer

Reports:

• Patient Flow Report:
• Helpful report to pull to analyze on time performance within your practice

Matrix:

• Treatment Notes Matrix
• Helpful in identifying any patients who completed their appointment without treatment notes added