CareStack's Front Office dashboard offers quick links to scheduled appointments. The tabs display multiple stages of appointments, which help users take quick action. It provides analytic data showing the practice's production goals, patient collection, and a location-specific patient visit counter. The prime function of the Dashboard is to significantly assist practices with actionable insights that are related to their day-to-day operations and provide users with one-click access to key areas of CareStack. Let's begin with the Top and Left Panel in the Dashboard.
Dive deep with this detailed walkthrough video.
Topics Covered
Navigation
- When a user logs into CareStack, they are taken to the Front Office Dashboard for the current date.
- Alternatively, you can navigate to the System Menu > select Dashboard.
Left Panel
We will start with the items on the Navigation bar, seen on the left, and explore the remaining sections one by one after that.
-
Dashboard: Clicking this icon takes you to the Home Dashboard.
- You can also access this page from anywhere in CareStack by clicking the CareStack logo on the top left.
- Scheduler: Selecting this icon takes you to the Appointment Calendar.
- Find Slot: Choose this icon and search for an available time slot to schedule an appointment via the slide-out. It opens by default as the Favorite Filters, but users also have the option to enter their custom filter preferences. It also allows the ability to book multiple slots.
-
Lists: Clicking this icon opens up a menu of quick lists for users to launch when performing various tasks. The respective lists pull up related data in a slide-out panel with many column headers that can be used to filter by appointment date and/or date, provider, location, etc., for your needs. The lists include:
- Reschedule Queue: It opens the slide-out queue for Appointments Pending Reschedule. Any appointments cancelled by patients that are marked by practices as, 'No Show' or 'Cancel' are moved to the Reschedule Queue.
- Short Call List: Pulls up your Short Call Appointments list in a slide-out panel where you can view, print, book appointments, or find slots for those scheduled on the appointment list, etc.
- Unscheduled Treatments: Find a list of patients with treatments that have never been scheduled, giving you a quick and consolidated view of their pending treatments.
- Recalls: Gives you access to a list of the Pending Recalls (unscheduled or overdue) in a slide-out panel for your scheduling needs.
- Pending Signature Med Hx: Presents the list of medical history forms that require a signature.
- Pending Signature Forms: Similar list of other documents pending provider/witness signature.
- Pending Signature Letters: A list of patients with insurance/referral letters that are pending provider/witness signature.
- Pending Clinical Notes: Compiles a list of Care Notes that are yet to be completed or finalised.
-
Online: Selecting this option will open the Online Appointments slide-out queue for appointment requests entered via your practice's website or patient portal.
- The appointments booked online are made available on the online booking slide-out to help practices process the appointment requests received via the online medium.
- Ref.Hub (Referral Hub): With this option, you can manage referrals of a new patient, integrate with an existing patient and schedule appointments for referrals.
- Comm.Hub (Communication Hub): Select this option to manage practice to patient communication.
Location
- Each user has a default location inside CareStack. If a user has access at multiple locations, this is selected when the user is created/added.
- For single-location users, it is automatically assigned. You will see this location preselected at the top left when you log in. In the example below, the user's default location is 'BRISBANE: Port Justine_Test.'
- When clicking on the drop-down beside their default location, users will be able to see a list of other locations, if any exist, that they have access to.
- Click on a different location for CareStack to change the data on the dashboard to that specific location.
Date Picker
- Next to the location is the date. This can be changed, and the related data on the dashboard will be adjusted.
- You can also use the back-and-forth arrows beside the calendar view to change dates. By default, the current date will be selected.
All Providers
- On the top right, there is the All Providers section. This allows users to access the appointment data for all providers of the default location.
- Click on its drop-down to look at a specific Provider's appointments at the selected location.
Refresh List
Users can opt for the Refresh List option if they would like to view any recent changes made to the system, whether at their workstation or by a coworker at another workstation, to be immediately reflected on the dashboard data.
Limited View
Check the Limited View box to mask patient information such as patient name, email, and phone number to protect patient information.
Practices can use this guide to learn about the items in the top and left panel in the Front Office Dashboard.