Dashboard and Quick Panel
Last updated
Last updated
The Dashboard and Quick Panel in the Inbox are designed to streamline your workflow, offering a clear view of all booking requests and task assignments. With these features, you can manage tasks efficiently without navigating away from your main interface.
The Dashboard is the first place you'll see when you access the Inbox feature. It provides a summary of all tasks, neatly organized into actionable categories, such as:
Tasks are divided into three sections to help you prioritize and track progress:
To-do: Displays new and in-progress tasks.
Done: Displays completed tasks.
All: Displays new, in-progress, and completed tasks.
Effortlessly refine your task list using the search bar or advanced filtering options:
Search Bar: Search tasks by a specific word or phrase to quickly locate relevant items.
Task Type: View tasks within a specific category (e.g., new, completed) or all tasks together.
Assigned to: View tasks based on which team member is responsible.
Advanced Filter: Set multiple criteria (e.g., booking type, location, reason for appointment, provider) to find tasks that match your needs.
Sort tasks by different attributes to prioritize or organize your workflow more efficiently:
Assignee: Organize alphabetically ("A to Z" or "Z to A").
Task Status: Sort tasks from "New to Complete" or "Complete to New."
Created Time: View tasks from newest to oldest or oldest to newest.
Select multiple tasks at once to assign them in bulk to specific team members, reducing the need for individual updates and streamlining your workflow.
Assign tasks to clinic staff directly from the Inbox, enabling efficient handling of booking requests. You can assign or reassign tasks to different team members as needed.
Update the status of tasks to reflect their progress. Tasks can be updated with the following statuses:
Ready (New): Initial status for all new tasks.
Waiting on Input: Indicates the request is in progress, but awaiting input from another team or member (e.g., triaging).
Booked: Appointment successfully booked in the EMR/RIS.
Auto Booked: The system automatically booked the appointment.
Unable to Book: The task was reviewed but could not be completed.
Insufficient Info: An appointment was booked, but a follow-up with the patient is required.
Not a Request: The task was invalid or irrelevant (e.g., spam).
Once a task reaches a "completed" status (Booked, Unable to Book, Insufficient Info, or Not a Request), it moves from the To-do list to the Done list.
Note: Changing a task's status to "Booked" does not automatically book the appointment; you will still need to complete this step separately.
Bulk Selection: Select one or multiple tasks for bulk action.
Task Type: An icon that indicates the type of request (Appointment Request, Request with Times, Auto Book).
Recipient: Displays the patient’s name, along with a green checkmark if the patient is verified.
Assign to: Displays the clinic user assigned to the request. You can click this link to assign/unassign the task.
Status: Displays the current task status, which could be new, in progress, or complete.
Reason: Displays the patient’s reason for the appointment or request (e.g., reschedule/cancel).
Task Details: Brief details about the task, such as location, time, provider, and booking status.
Created at: The date and time when the patient submitted the request.
View More: Opens the full task details page for further action.
The Quick Panel allows you to manage tasks without needing to leave the Inbox dashboard. By clicking on any task row, the Quick Panel will slide open, giving you instant access to key task information. This panel is designed to save time and reduce the need for navigating between pages.
In the Quick Panel, you can view:
View Task Type: Identify the type of request (e.g., booking request, follow-up).
Recipient and Created Info: See the patient’s name and the date/time when the request was created, along with the verified patient indicator.
Assigned Staff: See who is responsible for handling the task. You can click this link to assign/unassign the task.
Task Status: View and update the task’s current status (e.g., Ready, Waiting on Input, Booked).
Task Summary: Access key details like chat transcripts, patient information, and the request timeline.
View Full Task Details: Click to expand and see the complete task details page.
