The Patient Locator and Light Bar helps track your patients through the appointment process. The Patient
Locator displays patient names and the status they are in and the Light Bar indicates which chair the
patient is currently in. In this article, we're going to explore the Patient Locator with more detail.
The menu button is used to select the desired office location and view the patients statuses for the selected location.
If the list of patients become too long, a vertical scroll bar displays. The gear displays in each patient’s block.
When the gear is clicked, the Patient Shortcut Menu displays.
Selecting a Location
On the Patient Locator, click the menu button . the office's locations display. The current location being displayed on the Patient Locator is check marked.
Click on the desired location and the Patient Locator changes to show the patient statuses for the desired location.
Note: Each time you log into Cloud 9, the system remembers the location you logged
into as displayed in the Location field. If you do not select a different location at login,
you can change it now. Also, if this area is blank, you must select your location, as none
has been set.
Changing a Patient's Appointment Status
There are two ways of moving a patient through the appointment process to change the
appointment status:
- Manually changing the patient’s appointment status.
- Dragging the patient’s appointment through the various patient locator statuses or Light bar.
Manually Changing a Patient's Appointment Status
- On the Patient Locator, Click one of the following statuses:
- Scheduled
- Waiting
- Seated
The patients with that status display in blocks.
2. Click on the desired patient. The corresponding Patient Locator Status dialog box displays. The example is for a status of Seated.
Note: If there’s a greeting for the patient, the greeting will be included with the
patient’s name.
3. Select one of the following statuses:
- Click the dropdown arrow next to the Status field. The status options display.
- Click the Forward Arrow to scroll forward through the various statuses.
- Select the desired status. Note: Use the Checkout button to move the patient to the Ready for Checkout status.
- Click OK. The system 'moves; the patient to the selected status on the Patient Locator to reflect the change in status.
Dragging the Patient's Appointment
- On the Patient Locator, click the Scheduled cell.
- Select the desired patient appointment.
- Drag the appointment to the Patient Locator desired cell. Cloud 9 updates the status based on where the appointment is dragged.
Thank you for taking the time to read this article. I hope it's proven helpful for you and your practice. As always, if you have any further questions please do not hesitate to reach out to Cloud 9 Support by emailing us at cloud9support@planetdds.com, or chatting us online using the chat bubble on the lower right at https://cloud9support.planetdds.com/hc/en-us, or giving us a call during our business hours of 8:00 AM EST to 8:00 PM EST at the 1.800.394.6050 option 2.