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Editing Entry Field columns in the Waiting Area

Edit patient entry fields and add internal use only fields to suit your clinic workflow


Entry Fields that callers fill in when accessing the clinic show as columns in the Waiting Area and are configured by the clinic administrator. They can be patient facing or they can set to be internal use only. Entry fields that are presented to patients can be configured as 'editable' so they can be edited by clinic members while the patient waits, if required. Fields set as internal use only are not patient facing and can be edited by clinic members, as required. An example of an internal entry field is a patient ‘priority’ column which can be set and edited as required by clinic team members. This could be useful in an urgent care or emergency clinic. All team members in a clinic can edit fields that are set as editable or internal use only and the information in the columns will update for all other team members. Your clinic can work out the processes for this, such as the protocols for editing and adding information. 

This video shows how health service providers can view and edit Entry Field information in the Clinic Waiting Area.

View and edit Entry Field information in the Waiting Area

Sign in and access your clinic. You will see all current caller activity, with the available columns showing any information added either by the patient or by one of your fellow clinic team members.
In this example you can see a column called Patient Notes, which does not yet contain any information.
This field has been configured as internal use only so it is not patient facing and is editable from the Waiting Area. In this example team members can add patient notes, as required.
 
To edit a caller's information, click on the 3 dots to the right of the caller's information and select Edit Details.
You will see all the fields available to be edited - the fields greyed out in this example are not configured to be editable so cannot be changed once the patient has added them when accessing the clinic. You can edit any field not greyed out in this section.

In this example the Name of Doctor and Patient Notes fields are editable.

 
In this example we have added some information in the Patient Notes, which is a text area column set for internal use only. The patient doesn't see these details, however your colleagues will, once you click Save.
Once saved, this information is now available in the Waiting Area column.
You can see that the information has been added but only the first section of text is viewable, due to the column width.
To see the full comments in the text box for patient notes in the Waiting Area view, hover over the text. 
You can hover over any text to view the full details.
To view all the caller information and activity you can click on the 3 dots and select either Activity (image 1) to scroll through the activity and information, or Edit Details to view and edit information (image 2).

Note that in Activity, you can see which team member has edited or added the details and the timeline of all activity.

Please note: Any information entered by the patient when they entered or a team member in the clinic will not be saved once the call ends, so if any information needs to be saved, copy and paste it into the appropriate document before the end of the consultation.

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  • Waiting Area caller information
  • The Clinic Waiting area explained
  • Configure the clinic Waiting Experience
  • Join a Video Call and consult with your patient/client

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