Start Checks

A start check indicator displays on the status bar and is designed to ensure a student provider obtains approval from an instructor before they begin the work scheduled for an appointment.

When a start check is required, one of three colors may display on the status bar:

  • Red: Occurs when a provider is within 30 minutes of an appointment that requires a start check.

    • Note: If an appointment is created on short notice or as an emergency, and the provider requires a start check, the provider name turns red immediately.

  • Yellow: Occurs when a provider is within 30 minutes of an appointment that requires a start check, and the provider is still completing the previous appointment.

    • Example: A provider who requires start checks is currently in an appointment from 1:00 to 2:30, and has another appointment scheduled at 2:45. At 2:20, the provider name turns yellow because the next appointment is with 30 minutes.

    Note: You cannot perform the start check immediately after the provider name turns yellow because the current patient must be checked out.

  • Green: Occurs when a faculty member approves the start check.

During the start check, a faculty member must assess the student’s readiness for the appointment, including preparation of the operatory and confirm that the correct procedure(s) are being performed for the appointment.

  1. From the status bar, click the red or yellow provider name to display the Appointment Start Check window.

    2. The Appointment Start Check window indicates which treatment(s) is being performed during the appointment.

  2. Review the appointment treatment(s) listed on the right, under Appointed Treatments.

    3. Note: When planned treatments are attached to the appointment, the procedures display in the Appointed Treatments section. If no planned treatments are attached to the appointment, no procedures display.

    Example: You might not have any planned treatments attached if it is an emergency appointment.

  3. (Optional) Click View to open and view the Start Check form.

    4. All planned txs for appointment, planned tx, and in-process treatments display.

    • Review and close the report.
  4. Complete the start check:
    • If the student is ready to proceed with the appointment, click Approve.

      • The provider name turns green on the status bar and they can proceed with the appointment.

    • If the student is not ready to proceed with the appointment, click Cancel.

If an appointment’s details change, you may need to repeat the start check.

Note: If anything changes after the start check is complete, the system generates a warning message: “Items were not start checked do you wish to proceed?” when the provider attempts to check out the patient.

Example: An additional treatment is entered.

Tip: If you make edits to an appointment after the start check, we recommend you attach the new treatment to the appointment and have a faculty member conduct another start check for the appointment.

To repeat a start check:

  1. After you have made edits to the appointment using existing workflow, from the status bar, click the provider name to display the Appointment Start Check window.

    2. The Appointment Start Check window indicates which treatment(s) is being performed during the appointment.

  2. Review the appointment treatment(s) listed on the right, under Appointed Treatments.

  3. If the student is ready to continue with the appointment, click Approve.