Set up On the Way

Clinic admins can shape the On the Way board around how your clinic triages and receives patients. Set these up before your team starts logging.

Open Clinic Settings from your account menu, then choose On the Way. The Board tab holds four lists: Statuses, Triage levels, CSR flags and Alert types.

Statuses

Statuses are the steps each incoming patient moves through.

1. On the Board tab, find Statuses.
2. Click Add, enter a Name, and pick an icon and colors.
3. For end points like Arrived or Not Coming, tick Auto-archive entries when this status is selected. Choosing that status archives the entry straight away.
4. Click Add. Auto-archive statuses show an auto-archive tag in the list.
5. Drag statuses into order. The first one is preselected on new entries.

Triage

Triage levels are how urgent a patient is, like Critical, Urgent and Non-Urgent. They show as a colored icon on the board.

1. On the Board tab, find Triage levels.
2. Click Add, enter a Name, and pick an Icon, Background and Text color.
3. Click Add to save it.
4. Drag levels into order. The first one is preselected on every new entry.

CSR Flags

CSR flags are checkboxes for front desk steps, like "Quoted exam fee", "Advised of wait" or "Valid VCPR". Add them under CSR flags the same way: click Add, name it, pick colors, then click Add. Pick an icon so they read clearly as small badges on the board.

Editing and removing

Click Edit on a row, make your changes and click Save. Click Delete to remove a row, then confirm. Drag rows to reorder. Each change shows a Saved message with an Undo button.

You can't delete a status that entries still use. Move those entries to another status first.

Also in these settings

• Alert types (on the Board tab): see Set a clinic alert.
• Intake forms: see Set up your online intake forms.
• Copy format: see Customize the On the Way copy format.