To make clinical service administration as seamless as possible, all appointment types have a Walk-In Settings toggle which allows patients to book an on-site appointment, instead of virtual or over the phone.
💡 Tip: Pharmacists manually document a "walk-in" appointment utilizing the Conduct Now feature.
TABLE OF CONTENTS
Turn on Walk-In Settings
To turn on "Walk-In" Mode:
Select the ellipses icon (three dots) beside your Account Name
Select Settings
Select the appointment type to be edited and click the General tab of the appointment type's settings
Under the Visibility section, turn on the Walk-In Appointments toggle
Patient Experience
When Walk-In Settings are on, the patient can choose the Walk-In option by clicking into the appointment type. This allows them to bypass time selection and proceed straight to completing the appointment screening questions and consent. Once the patient has finished, they are instructed to let a pharmacy staff member know that they have completed the form online.
Pharmacist Experience
If a patient has completed the "Walk-In" flow on the scheduling page, their information will appear on the Walk-In Patients section on the dashboard.
Changing Statuses via the dashboard
Check the dashboard for patients under the Consented status
Change the status to Arrived when a patient has checked in
Once complete, change the status of the appointment to Completed
For group walk-ins, changing statuses via the dashboard will update the status for all patients in the group. Individual statuses can be changed by going directly into the patient profile.
💡 Tip: A Group Walk-In appointment is indicated by the primary patient's name and the number of additional patients in the group
Changing Statuses via the Patient Profile
Statuses can also be changed by going to the patient profile. Status changes can be done by clicking on the appointment needing to be updated, and changing the status in the top right-hand corner drop down on the consultation card.
Viewing the Walk-In Patients on the Appointments Tab
Please Note: Appointments will not appear on the Week View calendar, as this only shows the scheduled appointments in the system.
When switching to the List View, a record of all the appointments conducted for the date (range) specified will be shown.
To filter the Walk-In appointments specifically, filter the appointment by method: walk-in, and select Walk-In in the drop-down menu.
In this List View, filters for other parameters (e.g. appointment type, status) can be completed through the Filter/Sort panel.
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