Patient Tracker User Options

You can open this feature in multiple ways: Use the method that's most convenient for you.

Open From a Ribbon Bar - Open the User Options window from the File, Home, Patient, or Scheduler ribbon bar. (If the icon does not appear on the ribbon bar, click the corner drop down icon ( ) to view all tools available in that section of the ribbon bar. See "Customize Edge Cloud Ribbon Bars" for details.) Then choose the Patient Tracker tab. (This method of opening the window is not available when you open the application from outside Edge Cloud.)

Open from the Patient Tracker - Click the Settings button on the Patient Tracker window.

Patient Tracker settings are specific to you: Other Edge Cloud users may have different settings. In addition, you can use different settings for your Patient Tracker module and Patient Tracker widget . Also, not all settings are available for the Patient Tracker widget, as noted below.

Office, Doctor, Assistant - Select to view all patients, or only those whose appointments are assigned to a specific doctor, office, and / or assistant.

Show / Hide Patient Thumbnail Image - Choose whether to include a patient photo in the Patient Tracker. This is a single setting that affects all sections of the Patient Tracker.

Timer Count Up - Enable this option if you want the appointment timer on both your Patient Tracker and Treatment Hub to count the number of minutes an appointment has taken so far. When an appointment goes over the scheduled amount of time, the timer will continue to count the number of minutes that have passed (46 minutes, 47, minutes etc.), and will start to blink.

Or, disable this option if you want the appointment timer on both your Patient Tracker and Treatment Hub to count down the number of minutes an appointment has left until it goes over the scheduled time. When an appointment goes over the scheduled amount of time, and the timer gets to 0, it begins to blink, and counts in negative numbers the amount of time the appointment has gone over.

Font Size - (Patient Tracker module setting only.) Enter a font size between 8 and 24 to select how big the words will appear on your Patient Tracker. You might consider using a large font size when you need to be able to view the Patient Tracker from across your operatory.

Arriving Interval - The Arriving section of the Patient Tracker automatically notifies you of patients whose appointment time is approaching, but who have not yet signed into your office. Use the Arriving Interval setting to enter the number of minutes before your patients' appointments are scheduled to being that you want their names to appear in the Arriving section.

Sections to View - Enable each section of the Patient Tracker that you wish to include. For example, staff members that use the Patient Tracker at the front desk might enable the Arriving, Waiting, and Checkout sections, while staff members that use the Patient Tracker in the operatory might enable the Waiting, Seated, and Checkout sections.

"View" to Display - Your Patient Tracker "View" defines which details you see on your Patient Tracker, such as the patient name, appointment procedure, and waiting time. You can create as many views as you wish, and switch among them easily. When using the Patient Tracker module, you can choose a different view for each section, However, when using the Patient Tracker widget, you choose one view to use for all sections. (See "Set Up Your Patient Tracker" for details about setting up your Views.)

Format - (Patient Tracker module setting only.) Choose how to display the patient data in your Patient Tracker: The Table format shows you each patient's information in a single row; the Card format shows you each patient's information in business card style; the Cardflow format also uses a business card style, but you includes additional details. You can choose a different format for each section of your Patient Tracker module. The Patient Tracker widget always uses the Table format.

Sound to Play - (Patient Tracker module setting only.) You may set up sounds to play whenever a patient moves into a specific Patient Tracker section. You can type the full path and file name of the sound file in the path field, or click Browse and select any .WAV sound file available to the workstation.

Save Your Changes - Click Ok to save any changes to your user options and exit the window. If another Edge Cloud user has the settings you want to use, that user can use the Assign Options tool to copy those settings to you, or vice-versa.. If you are working with your Patient Tracker widget, your changes are saved when you click out of the settings window.