Office Mode on Patient Connect allows practice users to view all daily appointments and aid patients in completing pre-appointment tasks before check-in, with assistance from a practice user.
Topics Covered:
- View Appointments in Office Mode
- View and Address Pending Tasks
- View or Edit Account Details
- View Treatment and Accept from Office Mode
View Appointments in Office Mode
Perform the steps below to view the Office Mode.
- Navigate to the System Menu > select Practice Settings > Portal > Patient Connect.
- Click on the Patient Connect link to open Patient Connect directly in a different tab. Or,
- You may click Copy Link and paste it in a new window or tab.
Patients can complete any outstanding paperwork or papers before checking in for an appointment using the Patient Connect platform, which can be done with the help of a practice staff.
| Note: The Office Mode is for practice users only, while the Kiosk is available for patients to access directly. |
- Enter your Username and Password, the same CareStack credentials, and click SIGN IN.
- Click OFFICE MODE.
- Select the Location and click CONTINUE.
- By default, the office mode will display the appointments for that day.
- Use the Search All Patients bar to find a specific patient. Or,
- Select the Date.
- Select the patient from the list to view their details.
- You can use the arrow keys to cycle between days and view the appointments on the selected days.
Clicking on a patient's name will take you to their details page.
View and Address Pending Tasks
The Home Page shows a list of pending tasks.
- Click to view and complete the tasks.
- The count decreases each time a pending task is completed.
View or Edit Account Details
To view or edit account information,
Click on ACCOUNT DETAILS at the bottom left corner.
Click Edit to proceed.
Edit the required fields and click Save.
A toast notification will appear stating, 'Successfully updated account details'.
View Treatment and Accept from Office Mode
You can present the treatment plan for the patient to review and accept through Office Mode.
Let’s start with Treatment Plans, and then walk you through Grouped Treatments.
a. Treatment Plans
Once a patient’s profile is opened in Office Mode, navigate to the Treatments section on the left.
- This will open the Treatments on the right, displaying the presented plans.
- Select Review Treatment for the plan you want to present.
- On the Treatment Plan page that opens you will see two tabs: Recommended Treatment and Billing.
- Recommended Treatment tab displays the Proposed Treatments.
- Billing tab displays the total billing of the treatment.
- Scroll down to view the Treatment Agreement and click Sign to input the signature.
- Draw the signature and click Sign.
- You will see the 'Treatment Confirmed' message on the Treatment plan page.
b. Grouped Treatments
- If multiple treatments are presented, they will appear under Grouped Treatments.
- You can select the required Code and click Present.
- Click Sign to input the signature.
- Select the Date using the date picker.
- Click PRESENT to proceed.
- Click CANCEL to discard.
- Click SAVE to save and present later.
- Click SAVE & PRESENT to save and open the print preview.
Practices can use this simple guide to make the most of Office Mode in CareStack.