Introduction to the Dashboard Routing Slip

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What Is the Routing Slip?

The Routing Slip (also known as Checkout Notes) is a digital replacement for paper routing slips and gathers information that other team members may need to complete a patient's visit.  The Routing Slip window pops up automatically when you move a patient from an operatory to the Check-Out Area and again when you dismiss a patient from the Dashboard.

While the left side of the slip is completely customizable, the default includes checkboxes for:

  • New Visit (what procedures a patient should be scheduled for next)
  • Dispense (items that were or need to be given to the patient before they leave)
  • Special Instructions
  • Referrals 
  • Patient Concerns

There is also a space for additional notes, a place to add a To Do for a team member, an option to email documents to the patient, and a spot to add your patient to the Care Call List so a team member can reach out to them later.

 

Why Use the Routing Slip?

It's a Great Communication Tool - The Routing Slip helps you provide your team with the information they need to check patients out quickly and smoothly and patients notice!  And because you can customize it, you can tailor the Routing Slip to the needs of your team.

It Saves Paper - Replacing your paper routing slip, this digital version saves waste while keeping your patients' information safe: no need for extra paper and no need to shred it when you're done.

It Saves Time - Because the Routing Slip automatically pops up when you check out a patient, it's always there for you when you need it.  You can also paste a patient's Routing Slip notes into your practice management software when you check the patient out or access them later in the Daily Activity Report.

 

What the Routing Slip Looks Like

Screen_Shot_2022-04-20_at_12.26.15_PM_2.png

number1.png Quick Notes number5.png Care Call List number9.png Spell Check
number2.png Notes number6.png Seeds  number10.png Save
number3.png To Do blackX.png Report Exception number11.png Checkout
number4.png Email Documents number8.png Cancel    

number1.png. Quick Notes

When moving a patient from an operatory to the Check-Out Area, this section displays a list of checkboxes to mark and make notes about:

  • What procedures a patient should be scheduled for next (New Visit)
  • Items that were or need to be given to the patient before they leave (Dispense)
  • Special Instructions
  • Referrals 
  • Patient Concerns

This entire section is customizable.

Back to Routing Slip Picture

number2.png  Notes

This section is a space to add additional notes about the patient and/or their visit.

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number3.png  To Do

This section allows staff to add a To Do for themselves or for another member of the team.

Back to Routing Slip Picture

number4.png  Email Documents

This section allows staff to email PDF documents like post-op instructions to the patient.

Back to Routing Slip Picture

number5.png  Care Call List

This section allows staff to add the patient to your practice's Care Call List, reminding them to follow up with the patient on a specific day.

Back to Routing Slip Picture

number6.png  Seeds

Clicking Seeds allows staff to add the patient to an Interest List for future mailings.  For example, if a patient mentions they're interested in teeth whitening, a team member can add them to a teeth whitening Interest List and when your practice offers a special on that procedure, you can email an offer specifically to the patients on that Interest List.

Back to Routing Slip Picture

blackX.png  Report Exception

This feature is no longer supported.

Back to Routing Slip Picture

number8.png  Cancel

Clicking this button closes the Routing Slip without saving any content that's been added.

Back to Routing Slip Picture

number9.png  Spell Check

Clicking this button spell checks the content in the Notes section.

Back to Routing Slip Picture

number10.png  Save

Clicking this button saves the Routing Slip without sending the patient to the Check-Out Area in the Dashboard.

Tip: This option is great for back office team members who prefer to make notes as they go, rather than when the patient is on their way out.

Back to Routing Slip Picture

number11.png  Checkout

Clicking this button saves the Routing Slip and sends the patient to the Check-Out Area in the Dashboard.

Back to Routing Slip Picture

 

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