Manage Clients
Name of Clinic
Day, Date
Tapping the "Scheduled" button opens a screen with a list of the Clients who are Scheduled at this Clinic.
Tapping the "Checked-In" button opens a screen with a list of the Clients who have arrived at the Clinic and have Checked-In.
Process Review:
1. When a Client schedules an Appointment, his Name appears on the Scheduled list for this Clinic (no dates).
2. When the Client Checks-In, his Name disappears from the Scheduled list and appears on the Checked-In list.
3. When the Technician selects the Client from the Checked-In list to provide the Service, the Client's Name disappears from the Checked-In list (and the Tech's screen changes from the Checked-In screen to the Client Intake screen.)
4. When the Technician completes the Client's Service, the Client's Name appears on the Clinic's Service Report.
- The List includes ALL the Clients that have paid for a Service, but the Service has not been provided yet.
Tapping the "Checked-In" button opens a screen with a list of the Clients who have arrived at the Clinic and have Checked-In.
Process Review:
1. When a Client schedules an Appointment, his Name appears on the Scheduled list for this Clinic (no dates).
2. When the Client Checks-In, his Name disappears from the Scheduled list and appears on the Checked-In list.
3. When the Technician selects the Client from the Checked-In list to provide the Service, the Client's Name disappears from the Checked-In list (and the Tech's screen changes from the Checked-In screen to the Client Intake screen.)
4. When the Technician completes the Client's Service, the Client's Name appears on the Clinic's Service Report.