Setting Up OfficeFlow

You have the ability to add and edit rooms, call buttons, and quick tasks for use with OfficeFlow.

  • Rooms enable staff members to track your patients' journey as they move through your practice, keeping track of things like how many patients are in a particular room and how long each patient has been there.
  • Call buttons enable staff members to assign tasks to each other that need to be completed before the patient leaves the office.
  • Quick Tasks enable staff members to assign tasks to each other that need to be completed after the patient leaves the office.

For more information, including the benefits of using OfficeFlow, see Using OfficeFlow.

This topic covers how

  1. Log into Eyefinity EHR as an administrator.
  2. In the Office Flow Management section, click Manage Rooms.
  3. Select the facility you want to manage rooms for from the drop-down list.
  4. Click Add New Room to create a new room, or click Modify to edit a room.
  5. Enter a Room Name.

  6. Select a Room Type.

    • Single Patient is for rooms you want to restrict to one patient at a time, such as an exam room. You can Reserve this room until the patient is checked out by selecting Yes.
    • Multi Patient is for rooms that can hold several patients, such as a waiting room. You can set up an Alert if the patient queue reaches a certain number of people.

  7. Indicate whether or not the room is available for use in the facility by selecting Yes or No.

    Once a room has been created, you can't delete it, but you can hide it from service by selecting No.

  8. If you want an alert to display if the patient has been waiting for too long, enter the number of minutes.

  9. Click Save.

    The room appears at the bottom of the list of rooms for the facility.

  10. Select a number from the Position drop-down list to control where the room appears in relation to other rooms in the list.
  1. Log into Eyefinity EHR as an administrator.
  2. In the Office Flow Management section, click Manage Practice Call Buttons.
  3. Select the facility you want to manage call buttons for from the drop-down list.
  4. Click Add New Call Button to create a new call button, or click Modify to edit a call button.
  5. Confirm that you have the correct Facility selected.
  6. Enter a Call Button Name.

  7. You can enter the name of a staff member you want the call button to Assign To automatically whenever the call button is selected.

    This is optional, as you can always select an assignee at the time of selecting a call button.

  8. Select the Call Button Priority.

  9. Indicate whether the call button is Available or Not Available.

    Once a call button has been created, you can't delete it, but you can hide it from service by selecting Not Available.

  10. Click Save.

    The call button appears at the bottom of the list of call buttons for the facility.

  11. Select a number from the Position drop-down list to control where the call button appears in relation to other call buttons in the list.
  1. Log into Eyefinity EHR as an administrator.

  2. In the Office Flow Management section, click Manage Quick Tasks.

    The Manage Quick Tasks window appears, enabling you to create new quick tasks as well as modify or delete existing ones.

  3. Click New Quick Task.
  4. Enter a Title for the task.
  5. Select a Task category from the drop-down list.

  6. Type in Task Details or select a choice from the drop-down list.

    Task Details should describe what you want the person who is assigned the task to do.

  7. You can enter the name of a staff member you want the task to Assign To automatically whenever the task is selected.

    This is optional, as you can always select an assignee at the time of selecting a task.

  8. Select the task Priority.
  9. Enter any additional Notes about the task, if necessary.
  10. Select which providers you want to share the task with.

  11. Click Save.

    The quick task appears in your practice's list of quick tasks. If you chose to share the quick task with providers, those providers will be able to quickly select that task from the Tasks section of Eyefinity EHR. Providers can also create their own quick tasks.

    Because tasks are designed to cover actions taking place independently of a patient's visit, they won't appear in the OfficeFlow section of Eyefinity EHR. Tasks are managed from the Tasks tab.