The Front Desk helps visualize and manage patient flow. It helps staff prepare for the day by showing who will be coming in and ensuring everything goes smoothly by tracking who's checking in, which room they go to, and their appointment details. In this tutorial, we’ll look at setting up automatic check-ins, organizing office rooms, and automating go-to-room messages for efficient patient flow. We won’t talk about alerts in this help guide, but they are key in understanding which patients you need to stop and talk with. You can learn about Alerts by going to the Alerts article.

Click “+ Add Appt” on the top right-hand corner to begin adding an appointment. This will activate a popup window where you can search for clients to schedule appointments with.

Hover your mouse over the desired contact, and a check box will appear. Click the checkbox and click “Next”

You will need to use the calendar icon/date text field to select a day for the appointment, and then click an available time from the middle dropdown tab. Then select an appointment type from the dropdown list and click “Save” to finish scheduling the appointment for the client.

This area shows your team the list of daily alerts, so they can prepare for what they need to do that day within the office or with incoming patients. Alerts added the day of will show here once the patient arrives.

On the Front Desk feature, first, click Alerts, and then click “View” Today’s Alerts to get a report of any stops or tasks that are required for your office or client to address. Any unseen stops/tasks will be represented by a number within the respective bubble. Click the dropdown arrows to see an expanded view of the results.

Once you click on a Stop or Task, it will open a new window to allow the office to Mark as done or Mark as postponed to change the date of the stop or task.

To view appointment details, click on an appointment from the front desk, and select “View Appointment” from the menu tab that appears. To learn how to edit appointment details, refer to this article.

SKED has an Alert feature that is integrated into the Front Desk feature. Alerts serve as a stop manager to alert patients that there is something the office needs to discuss or offices can use it to help remind staff of important tasks that need to be completed.

Click here to read our Article about creating and managing alerts.

Click on the gear Icon in the top right corner of the Front Desk Page to begin editing Virtual Check-In settings.

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The settings allow customization of virtual check-ins, room names, and goto room text messages. After adding rooms or changing these settings, click the Save button. We won’t discuss Virtual Check-Ins and their settings in this help guide, but you can learn more by clicking here.

This setting provides two options for patients to quickly check in for their appointments.

Selecting "Geolocation" requires users to enable location services in the app, allowing clients to check in only when they arrive at the office ."Time-Based" enables clients to check in at any time within the designated time range before and after their appointment, without the need for location services in the app.

The "Minutes Until Missed" setting determines how long the app waits before marking an appointment as missed. Once this time is reached, the appointment moves from "Pending Arrivals" to the "Canceled/Missed" column in the Appointment Flow area, effectively keeping track of both no-shows and late arrivals.

Customize your office's Front Desk rooms column by creating and editing rooms under the "Rooms" section. Click the blue "Add room" button to add a new room. The staff sees the "Internal Name," and the "Name on Notification" is used in the "Goto Room Message" below.

This offers the option to automate a personalized message that directs clients to their designated room when they’re moved to a room under the “In room” column. This not only enhances the overall patient experience but also contributes to reducing confusion in the clinic by providing clear and timely guidance.

Click on the settings gear in the top right corner.

Absolutely! You can turn this on or off by clicking on the settings gear and scrolling down to the bottom option.

At this time, moving patients to “Seen” does not check them out.

The Front Desk will move checked-in patients to “In Lobby” but does not communicate with the EHR for the other columns.

You can either click on them and click the room or drag and drop them to the room.

Yes! Go-To messages can be enabled or disabled in the settings menu.

Yes! You can set up Virtual Check-in without using the Front Desk feature.

Yes! It should automatically move checked-in patients to “In Lobby”.