Overview of Patient Card Icons

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Refer to the chart below to learn about what the icons on a patient card represent and how best to utilize these features in your patient workflow. 

 

Walk-in mceclip2.png Patients that use the walk-in form or text the short-code to make a reservation will have a shoe icon on their patient card.
Online
Not Arrived
mceclip0.png Patients that use the online form or go on the facility's website to make a reservation will have a cell phone icon on their patient card. The dark gray color of the icon indicates that the patient has not yet arrived for their appointment.
Online
Arrived
mceclip1.png Once an online patient has been indicated as "Arrived", their icon will turn green. There are four different ways a patient can be indicated as "Arrived": the patient can text "1" to the number in which they received their confirmation text, they can go to the walk-in form or kiosk in the lobby and press the button on the home page that says "I already checked in online" and verify using their phone number, a registrar can click into the patient's card and indicate they have arrived using the button in the bottom left corner, or the patient will automatically be indicated as "arrived" if a registrar dispositions the patient "Ready for Room". 
Referrals
ER Passport
mceclip3.png Patients that used ER Passport and are referrals will have a passport icon on their patient card. 

 

Being Viewed mceclip9.png If a registrar has clicked on the patient's card and is viewing/updating their information, the eyeball icon will be shown. This icon is to let other registrars know that a colleague is currently working on that particular patient. If you want to know which one of your colleagues is making changes to the patient, double click on the patient card and go over to the "Activity Log" tab to see the history for that patient's encounter. 
Registration Complete mceclip10.png If a patient's registration is completed, then this document icon will show on their card. This icon is meant to help registrars communicate with one another, allowing them to make note that a patient's registration process has been completed. A registrar can indicate a patient's registration as complete by opening the patient's card and clicking on the button in the bottom left corner. To learn more, please reference this article: How to Use the Registration Complete Feature.
Visit Type mceclip5.png The colorful dots on a patient's card represent certain visit types. Visit Types are only defined for Walk-In patients. Hover your cursor over the colored dot on the patient's card to view the corresponding visit type.
This is a completely customizable feature and can be utilized in many different ways. Many facilities use these colorful dots to represent whether the patient is there for a Physical, Flu Shot, Workers Comp, etc. Some facilities use it to indicate whether the patient is waiting in their Car or in the Lobby. This feature must be turned on and customized in Reservation Forms Settings. You can customize the title and watermark as it appears on the form in Localized Settings.
Intake Attached mceclip8.png If a patient's intake/registration form has been attached to the queue, then a paperclip icon will appear on the card. You can view and download a patient's intake form by opening up the patient's card and clicking on the "Forms" tab. This feature is only for Intake Express customers. Intake can be turned off and on in Intake Module > Intake Settings. 
Comment mceclip11.png The green comment icon appears if a registrar has made a comment on the patient's card. This is a great way to quickly make notes about a patient and communicate/coordinate with colleagues in the office. You can easily view the comment by hovering your cursor over the icon, you don't even have to open up the patient's card! To make a comment, open up the patient's card and go to the "Comments" tab. 
Text
Opt-Out
mceclip12.png When a patient is completing their reservation form, they have the option to opt-out of receiving text messages to their provided phone number. If they indicate that they do not want to be sent text messages, this icon will show on their patient card. Patients that opt-out of texting cannot receive confirmation texts, one-way or two-way texts, or disposition texts. ERx will remind registrars that patients are not receiving notifications when they disposition patients. 
Flagged mceclip13.png A patient can be flagged for multiple different reasons. 
To quickly find out the reason a patient is flagged, hover your cursor over the icon in the patient card.

One reason would be that the patient indicated that they had a "flagged" symptom when filling out the chief complaint field on their reservation form. This is used to help notify registrars that special attention might be needed for this patient. For example, "labor pains" is a symptom that is by default flagged for online reservations. The chief complaint field must be turned on in Reservation Form Settings. You can manage your flagged symptoms, as well as "Diverted" and "Blocked" symptoms in your facility's Acuity Safeguard settings.

Another reason this icon would appear on a patient's card is if they answer a custom question with a response that was set to be "flagged". Custom questions are used to gather unique information from a patient when they fill out their reservation form. For example, a custom question could be "Have you been in contact with anyone that has tested positive for COVID in the last 14 days?". If a patient answers "yes" to this question, it is likely that they would be flagged so that registrars could perform the necessary precautions. Custom questions can be configured in the "Customizations" tab.
Easy Button mceclip14.png The green "easy button" allows registrars to quickly disposition a patient in one click. This is extremely convenient and is a very powerful tool, however, you must be careful because you cannot undo a patient's dispositioning. 
The easy button can be turned off on and on in Patient Queue Settings.  
Time mceclip16.png The time on a patient's card can mean a couple of things for different patients.

For an online patient, the time will always refer to the patient's reservation time which they chose when submitting a reservation.

For a walk-in patient, the time by default shows the patient's projected treatment time created by ERx's algorithm. However, you can change this time in Patient Queue Settings to display the patient's submission time, i.e. the time when the patient submitted their walk-in reservation. 

 

Hover Effects

For convenience, you can hover your cursor over a patient's name to display a "quick view" of the patient's information. By default, the patient's name, date of birth, and visit reason are shown. YOu can expand this list to include the patient's phone number, sex, online booking time, arrival time, treatment date, and answers to custom questions by configuring the settings in Patient Queue Settings

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Please refer to this gif to learn how to open a patient's card and navigate through various tabs. To indicate a patient has arrived or that their registration is complete, click on the icon in the bottom left of the "Visit Info" tab.

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