Use the Operatory Monitor

The Operatory Monitor allows you to track the status of appointments, follow patients through their clinical experience, and display alerts for staff and faculty when a provider needs assistance but must remain with the patient.

These alerts are controlled by clinical notification states set by providers from their workstations. Each state is color-coded and ranked according to urgency to provide information to faculty and staff and help them see where help is needed and prioritize, depending on the severity of the situation.

Tip: The alerts also display in FacultyAccess.

The Operatory Monitor can be used at the front desk to check in patients and monitor patient flow or be displayed in a central location to alert staff / faculty to critical needs and clinical progress.

Examples: In an academic environment, a student can update their status, indicating a need for approval. In a professional clinic, a hygienist can signal a need for a dentist to consult with a patient.

The Operatory Monitor can run in one of two modes:

  • Graphic mode: This view displays the configured clinic layout for the selected clinic and the current activity at each chair.

    • Note: A chair can be divided when two appointments are scheduled within a time range. Time ranges are managed from the Operatory Monitor Options window > __ Minutes Before Current Time and __ Minutes After Current Time fields.

  • Text mode: This view displays a list of current appointments and the associated patient and provider statuses.

There are two types of status that can be indicated by color in the Operatory Monitor:

  • Patient Statuses: The text color for each patient displayed in the Operatory Monitor can change depending on their status:

    • Green: This indicates the patient has not arrived for the appointment.

    • Purple: This indicates the patient has been signed in for the appointment.

    • Red: This indicates the patient has been checked in for the appointment.

    • Black: This indicates the patient has been seated for the appointment.

    • Gray: This indicates the patient has been checked out from the appointment.

  • Provider Statuses: Provider statuses are indicated by chair background colors. The colors and descriptions are managed from Maintenance > Scheduler >Clinical Notification States.

To use the Operatory Monitor:

  1. Open the Scheduler module and click the Operatory Monitor () icon to display the Operatory Monitor window.

    2. Tip: You can also access the Nav Panel > Clinical Management section > drop-down arrow () > select the Operatory Monitor sub-menu to display the Operatory Monitor window.

    Note: Some workstations such as wall-mounted displays may be set up to open directly to the Operatory Monitor on launch and display the Operatory Monitor all the time. This is managed from the Operatory Monitor Options window > Mounted Mode field and the Desktop Settings window > Startup Module (Override) field.

  2. (Optional) Configure the display options to filter the results.

    3. Field Description
    Group

    Select a group from the drop-down list.

    Tip: You can also select All Clinic Groups to not filter based on group.
    Clinic

    Select a clinic from the drop-down list.
    Session

    Select a clinic session from the drop-down list.

    Note: This field only displays if the Operatory Monitor Options window > Contents Display Based on field is set to Session Time.
    Monitor

    Select a radio button to control how colors display in the Operatory Monitor:

    • Patients: Displays a text color to indicate the patient’s appointment status.

    • Providers: Displays the text in black and a background color to indicate the provider’s status as indicated by their set clinical notification state for the selected chair.

    • Both: Displays both a background color and a text color to indicate the provider’s status and the patient’s appointment status.
    Display

    Select a following radio button to determine the display mode:

    • Graphic

    • Text

  3. Review as necessary.

    4. Tip: You can use the + / - buttons or slide bar to zoom in or out.

  4. To perform another task, complete any of the following:

    1. Right-click a chair and select a listed clinical notification state.

      2. The color of the notification displays on the Operatory Monitor to signal that you require assistance.

      Tip: It also displays on the status bar and in FacultyAccess.

    1. Right-click a chair and select Clear Notification.

      2. The notification no longer displays on the Operatory Monitor and the clear notification color displays on the status bar and in FacultyAccess.

    1. Right-click a chair and select Show Notification History… to display the Chair State History window.

    2. Review as necessary.

    1. If in graphic mode, right-click a chair and select View in Text Mode.