Triage (Web App)

The Booking Types are to indicate to the practitioner what kind of state the patient is in. It is also according to colour, to make it easier to see the difference between the different booking types

Diary Settings are set per Diary to customize the program to the specific needs of the Practitioner in their Practice.
If a Practice has multiple Diaries, every diary and the diary settings need to be set up for that specific Practitioners needs. 

Please Note: This is specifically for the setup of a Triage / Emergency unit as the booking types differ from a regular practice.

• From the Diary screen, Double Click on any time slot to open the Add/Edit Booking screen.

• Click on the Type drop-down to expand and view all the options.

How to set up Booking Types  

• From the main Diary, screen click on the Settings button indicated by a gear wheel.

• The Settings screen will open.
• Click on Diary Settings.

• Select the Diary, whose Booking Types which would like to set-up from the Diary drop-downlist. 

• Click on the Booking Type Setup panel to expand it, 

• The Booking Type Setup options will open. 

• Name: Booking type name that will be displayed on the booking.

• Booking Status:  A booking status (Booked/Arrived/Ready/Treated/Done) can be linked to a booking type.
• The booking status will automatically be selected when selecting the specific booking type.

• Invoicable: Choose whether a booking can be invoiced for.

• Yes: Booking Type will be linked to a patient. 
• No: Booking type linked to personal (eg. lunch, leave, etc.)
• If the Invoice option is selected as 'No', the Doctor won't be able to do any billing on this booking type. 
• When a booking type is selected that is not Invoicable, a Debtor won't be able to be linked to this booking type. 

• Duration: Default duration time, how long the booking will last for this booking type.

• Colour: Choose the colour that will reflect on the diary when choosing this booking type.

• Click on the colour to change it. 

• Select the preferred colour and press enter on the keyboard to save the selection.

• Font Colour: The default font colour can be left on black or it can be changed to the preferred colour of the Doctor/Practice. 
  

• Click on the colour to change it. 

• Select the preferred colour and press enter on the keyboard to save the selection.

• Visibility: If a booking will 
• YES = You will be able to see the booking on the diary.
• NO = You will not be able to see the booking on the diary.

• Delete Type: You can delete the content of a booking type. It will not delete the whole line, so you will be able to re-use the booking type at a later stage.

• Service Center: You can link a services centre (a location where the service will take place eg. Rooms or Hospital) to a booking type. 

• Treating Doctor: You can link a treating doctor in the Practice to a specific booking type. This will help manage certain or specific bookings in the practice. 

• Invoice Lines: Add Invoice lines that will bill as default when choosing this specific booking type. When you set up Invoice lines it will save time when doing billing for the specific booking type as the lines will pull through on the billing screen.

• Layer: This will overlap two booking types that are in the same time slot in the diary. It will show that there is a booking on top of the other booking. Layer 1 will always be the bottom layer and eg. Layer 3 if that's the highest layer at the top. If the Doctor is booked out for an admin (Layer 1) day, and the receptionist book a consultation, the consultation (Layer 2) will display on top of the admin booking on the Diary.

• Telemed: Tick the telemed box to link a specific booking type to the Telemedicine Calls function.

• Reminder SMS: Tick the reminder SMS box to link a specific booking type to send out an automated reminder SMS. A reminder SMS is an automated SMS that is set up with a template in the Settings. 

• Auto Events: This option will allow you to link Workflow Events to the booking type. The event will display as a booking icon on the appointment and will be used as a shortcut to that event screen. You can set up as many as you'd like. Eg. If the Patient phones in for a follow-up script, you can book the appointment on the Diary that has the script auto event linked to it. The Doctor can then click on the workflow event and do the script and email it to the Patient.

Types of Bookings for the Triage /Emergency Room 

Triage protocol is standard all over the world and a patients booking type determines their level of urgency that they need to be attended to by a medical professional. 

• Red: Must be helped first.
• Green: Can be helped after red, orange, yellow.

• You can edit the current settings as well as add a new type by clicking on the + Add New Type button. 

• Capture the details of the New Booking Status and choose the preferred Options per line.

• When adding a new booking type, click on the small + sign next to the name field OR anywhere on the grey area to expand the type. More options will open to complete for the specific booking type.

• Delete a booking status: If you want to delete a booking status line, click on the red delete button that is depicted as a trashcan. 

• An Attention pop up will appear with a confirmation message to make sure you want to delete (disable) the status. 

• Click on OK to confirm. 
• Click on Cancel to close. 

• Re-enable a booking status: If you want to re-enable a booking status line after it was deleted, click on the green re-enable button. 

• An Attention pop up will appear with a confirmation message to make sure you want to re-enable (activate) the status again. 
• Click on OK to confirm. 
• Click on Cancel to close. 

• Click on Save to save the new Settings.

• Click on Close to exit the Settings screen without saving.