--- title: Administration slug: portal-sub/administration docTags: createdAt: 2026-03-04T12:03:15.967Z --- ![](https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/kDCWlHVlEu2nfF6fF13Sg_fbcypotjpyddhgspkjqnihztpf8f8vkna.png) User Manual Administration Module ::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/ojH3JQvF1Kn9l7-UDwFNm_rvderlc-gbzhl6bxyscimjfzr5nzidx3w.png" size="66" alt="A blue and grey logo Description automatically generated" isUploading="false" initialPath="assets/rvdErLc-GBZhl6bXysCiMjfzr5nziD_x3w.png" githubPath="en/Getting Started with Profile/NB User Manuals _EN_/assets/rvdErLc-GBZhl6bXysCiMjfzr5nziD_x3w.png" position="flex-start" showCaption="false"} Suite 550 - 375 Water Street, Vancouver, British Columbia, Canada, V6B 5C6 Table of Contents [Adding Patients to Profile](docId\:w__9R4fSRWBWT5XqfrShD) Adding patients existing in the Client Registry Adding a new patient not existing in the Client Registry Adding a new patient without sending to the Client Registry Patient Register Views [Altering an Existing Patient Record](docId\:w__9R4fSRWBWT5XqfrShD) Selecting Patient Status Selecting Patient Label Entering the Provider and Alternate Provider Next of Kin (NOK) Employer Information [Patient Notes and Alerts](docId\:w__9R4fSRWBWT5XqfrShD) Notes Area Problems Area Turning a Problem into an Alert Care Team [Appointments Window](docId\:w__9R4fSRWBWT5XqfrShD) Load Criteria Calendar Waiting Room “Being Seen” Area The Patient Holder Toolbar Icons for Appointments Display [Making a Standard Booking](docId\:w__9R4fSRWBWT5XqfrShD) The Book Appointment Window Selecting the Patient Selecting the Appointment Type Additional Topics Opening an Appointment for Editing Extending an Appointment Changing the Provider Deleting an Appointment Cancelling an Appointment Double-Booking Moving an Appointment [Handling Patient Appointments](docId\:w__9R4fSRWBWT5XqfrShD) Updating Patient Status:  “Arrived” Copying an Appointment Searching for Appointment Slots Moving a Patient to an Exam Room Updating Patient Status:  “Seen” Updating Patient Status:  “Close Attendance” Reviewing Attendance Times [Booking an Unalloted Appointment](docId\:w__9R4fSRWBWT5XqfrShD) [Booking a Walk-In Appointment](docId\:w__9R4fSRWBWT5XqfrShD) [Blocking Out the Schedule](docId\:w__9R4fSRWBWT5XqfrShD) Blocking Out an Entire Day Blocking Out Part of a Day [Printing the Appointment List](docId\:w__9R4fSRWBWT5XqfrShD) Printing a Full Day Sheet Printing the Appointment List for Selected Appointments Only [Printing Labels](docId\:w__9R4fSRWBWT5XqfrShD) [Unmatched Transactions](docId\:w__9R4fSRWBWT5XqfrShD) Viewing Unmatched Transactions Manually Matching Transaction to a Patient Manually Matching Transaction to a Provider [Scanning Documents](docId\:w__9R4fSRWBWT5XqfrShD) Previewing Documents Grouping Documents Linking Documents File Locations and Categories Set Retain Data Properties Viewing Documents in the Medical Record Moving a Document to a Different Medical Record [Entering Measures](docId\:w__9R4fSRWBWT5XqfrShD) [Entering Problems](docId\:w__9R4fSRWBWT5XqfrShD) [Outward Referrals](docId\:w__9R4fSRWBWT5XqfrShD) Reviewing Outward Referrals Managing Outward Referrals [Interventions](docId\:w__9R4fSRWBWT5XqfrShD) Viewing a Patient’s Interventions Using the Intervention List Booking an Appointment from the Intervention List Completing an Intervention # Adding Patients to Profile ## Adding patients existing in the Client Registry | Press the **New Patient** icon on the toolbar  
::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/_tXvEJZ-PgMn46OezTWT3_cuo40gdkb0elnisjyleziebkjthi42xw.png" size="10" isUploading="false" initialPath="assets/Cuo4_0G_DKb0ELNiSJYlEZiEBKJtHi42Xw.png" githubPath="en/Getting Started with Profile/NB User Manuals _EN_/assets/Cuo4_0G_DKb0ELNiSJYlEZiEBKJtHi42Xw.png" position="flex-start" showCaption="false"}
 to open the “**Select Patient from Provincial Registry**” window.
Patients can be searched for using one of the following criteria:
Full Name (**Index** field)
Full Name & Date of Birth
Full Name & Postal Code
Phone Number
HCN and Assigning Authority/Province | ::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/mrlW3IS-AsHUsTGgEUH7P_81dmvrnen6xylvuarirvetdgp6tl1d3lq.png" size="83" isUploading="false" initialPath="assets/81dmvrneN6XyLvuArIRVEtDGp6tL_1D3lQ.png" githubPath="en/Getting Started with Profile/NB User Manuals _EN_/assets/81dmvrneN6XyLvuArIRVEtDGp6tL_1D3lQ.png" position="flex-start" showCaption="false"} | | | --------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | --------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | ---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | | The maximum number of results returned is 50. If too many results are present, use more criteria to narrow your search.
Press “OK” to open a New Patient window with patient data populated: | | | | :inlineImage[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/9cprwHTV_F9hz4DVrnYiT_nrrf-yq5snyt4ampgk9uwdbpq9ryzm1vig.png" alt caption} | | | | The **Registered** field will automatically default to Yes.  | | ::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/LI1a3PH-YX7eZwysFdnkZ_bwuagrz17-6katssr1s0thlzgm2er8c0ba.png" size="21" isUploading="false" initialPath="assets/BWUagRz17-6kaTsSR1S0THLZGm2eR8C0bA.png" githubPath="en/Getting Started with Profile/NB User Manuals _EN_/assets/BWUagRz17-6kaTsSR1S0THLZGm2eR8C0bA.png" position="flex-start" showCaption="false"} | | Click the **Apply** button to save the patient. If the data entered for the patient meets minimum business rule requirements, the patient will be saved and have **Last Sent to Provincial Client Registry*** *updated: | | | | :inlineImage[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/XM7GddWaZYo9G-Sw-dvDP_w3cgbvuum9omsut2ceznauncyqddlyttw.png" alt caption} | | | | Press **OK** to close the window. | | | |
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| | **NOTE:** | | | | ------------------------------------------------------------------------------------------------------------- | ------ | ---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | | If searching criteria does not meet the above search criteria, user click search button, message box display: | | ::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/WqgAlxy8bZbdYdpOnJZR6_aqgezzqjotym3qocupv6bvbvocxgfrg1mw.png" size="42" isUploading="false" initialPath="assets/aqgeZZQjoTyM3QocUPV6BvbvocxGfRG1mw.png" githubPath="en/Getting Started with Profile/NB User Manuals _EN_/assets/aqgeZZQjoTyM3QocUPV6BvbvocxGfRG1mw.png" position="flex-start" showCaption="false"} | |
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| ## Adding a new patient not existing in the Client Registry | 1. Press the **New Patient** icon on the toolbar
::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/sBE3VToELXdBk1ULfKXZK_yeacpop0dlnvp33rupe2gg2x7lkyqomxaq.png" size="10" isUploading="false" initialPath="assets/YeaCpop0dLNvP33RUpe2gG2x7LKYQoMXaQ.png" githubPath="en/Getting Started with Profile/NB User Manuals _EN_/assets/YeaCpop0dLNvP33RUpe2gG2x7LKYQoMXaQ.png" position="flex-start" showCaption="false" indent="2"}
:::Paragraph{indent="1"} to open the “**Select Patient from Provincial Registry**” window. :::
| ::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/BID3INRK0ZB3_cS-O3J8N_d8ckzdvh2slj-btnkhitvudijcwikoqw.png" size="83" isUploading="false" initialPath="assets/D8ckzd_vH2slj--btnKHITvuDIjcwIKoQw.png" githubPath="en/Getting Started with Profile/NB User Manuals _EN_/assets/D8ckzd_vH2slj--btnKHITvuDIjcwIKoQw.png" position="flex-start" showCaption="false"} | | ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | ---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | | 1. Press the **Add Local** button to open a **New Patient** window, without selecting an existing patient from the Client Registry. | ::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/ruTyt-nbxRSWQoryNRIbk_2vuhgsdg8eos4auer3pewi0slbdln3x0sa.png" size="14" isUploading="false" initialPath="assets/2vUhGSdG8eoS4auER3PEWI0slbdln3x0SA.png" githubPath="en/Getting Started with Profile/NB User Manuals _EN_/assets/2vUhGSdG8eoS4auER3PEWI0slbdln3x0SA.png" position="flex-start" showCaption="false"} | | 1) Enter the patient’s information as required by the business rules for the Client Registry.  | :inlineImage[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/Auhqo-hgxF_weHviVXHMC_jg0ypy9yczh4xughd8yh3q3oxuqgmcid-q.png" alt caption} | | 1. If required information is missing, you will be prompted with a dialog notifying you of any missing information. The “**Keep list open”** checkbox will allow you to leave this window open/to the side so that you may reference the list while entering the missing information, if necessary. | ::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/WD0lK8TsIK5EZzEclxS7R_rxx74uedfhlvygr55qkgjyofjojztsaehw.png" size="69" isUploading="false" initialPath="assets/RXx74UedfhLvygR55qKgjYofjojzTsAEHw.png" githubPath="en/Getting Started with Profile/NB User Manuals _EN_/assets/RXx74UedfhLvygR55qKgjYofjojzTsAEHw.png" position="flex-start" showCaption="false"} | | 1) When finished entering patient information, click the **Apply** button to save the patient. If the data entered for the patient meets minimum business rule requirements, the patient will be saved and have **Last Sent to Provincial Client Registry*** *updated to current date and time. 2) Press **OK** to close the window. | :inlineImage[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/uO2l-bDAWAX8ugc_2JK1q_qd5xzfwmoqim8qfgztfs1dlt2qvusevxw.png" alt caption} | | **NOTE:** | | | ---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | - | | The phone fields require specific formatting. The phone number must be entered as ten digits. Example: 1234567890
 If an extension is required to reach the patient, it can be entered by using an “x” to separate the extension from the phone number:
Example: 1234567890**x**123

Entering the phone number in an incorrect format will produce the following error: | | | ::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/tyM1UCh_rNkMzicUwTqSG_xkhjgocqejjbsnedzugwrplbbe6y66wjyq.png" size="84" isUploading="false" initialPath="assets/XKhJGOcqeJjbSnEdZugwrplBBE6Y66WjYQ.png" githubPath="en/Getting Started with Profile/NB User Manuals _EN_/assets/XKhJGOcqeJjbSnEdZugwrplBBE6Y66WjYQ.png" position="flex-start" showCaption="false"} | | ## Adding a new patient without sending to the Client Registry | 1. Press the **New Patient** icon on the toolbar
::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/7M7YFUVkRg8sczbDWM_QD_dawx-rqjj9z5w67rioon1m0khophxdxcuw.png" size="10" isUploading="false" initialPath="assets/dawX-rQjJ9z5W67riooN1m0KhopHxdxCuw.png" githubPath="en/Getting Started with Profile/NB User Manuals _EN_/assets/dawX-rQjJ9z5W67riooN1m0KhopHxdxCuw.png" position="flex-start" showCaption="false" indent="2"}
:::Paragraph{indent="1"} to open the “**Select Patient from Provincial Registry**” window. :::
| ::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/IPgZiKQGlm_NJWPeNJheB_8xcusftooc4xvsb-2imgvf0le6cbaxi2qq.png" size="83" isUploading="false" initialPath="assets/8xcusftooC4XvSb-2IMgVF0le6cbAxi2QQ.png" githubPath="en/Getting Started with Profile/NB User Manuals _EN_/assets/8xcusftooC4XvSb-2IMgVF0le6cbAxi2QQ.png" position="flex-start" showCaption="false"} | | ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | ---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | | 1. Press the **Add Local** button to open a **New Patient** window, without selecting an existing patient from the Client Registry. | ::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/-BT023ObMTD5fLdr6qopH_g4nmnqqaoim5ok05hcugcn5yagy6glc2g.png" size="14" isUploading="false" initialPath="assets/G4nMNqqAOIM5OK05HcU_GCN5YAgy6Glc2g.png" githubPath="en/Getting Started with Profile/NB User Manuals _EN_/assets/G4nMNqqAOIM5OK05HcU_GCN5YAgy6Glc2g.png" position="flex-start" showCaption="false"} | | 1) Enter the patient’s First and Last names and date of birth.Leave the **Sex** and **HCN** fields empty. 2) Press **Apply**.  | :inlineImage[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/pYaKu583hY8N8zdPeAYnm_byzwslxkurrckzjc4g76s2creipdbehniq.png" alt caption} | | 1. An error window will appear to notify you of missing information required to register the patient in the Client Registry. Selecting **Yes** will close the error window. | ::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/mGU9yQCtg-0G3L91JFHQs_pwhldlrrwzspfsjxdvwki1o8ryiwlg7dxq.png" size="69" isUploading="false" initialPath="assets/PwHlDLrrwZspfsJxdVWki1o8RYiwlG7dXQ.png" githubPath="en/Getting Started with Profile/NB User Manuals _EN_/assets/PwHlDLrrwZspfsJxdVWki1o8RYiwlG7dXQ.png" position="flex-start" showCaption="false"} | | 1) You should now see the registration status at the bottom of the Alter Patient window as:
**Last Sent to Provincial Client Registry: Never** | :inlineImage[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/XXUzdQiojyQXZvncMrX6b_w0dx6vwv-7hrtrwccbjanndamkcootkaxg.png" alt caption} | | 1. Press **OK** to close the window. | | ## Patient Register Views Along the left side of the Patient Register window, you will see a list of views. Each view of the Patient Register is used to enter or find a specific category of patient details, such as: | - **General** Contact details, date of birth, patient status, PHN. In this view, it is also possible to denote a patient’s preferred phone number and email address. - **Family** ** **Next of kin, other family members, marital status. - **Personal** Alternative names, photograph. | :inlineImage[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/uQPUBKwTrVylCprlnMqN5_jclapj0n5jaodutrqmrrrzn-3e15jba64a.png" alt caption} | | ----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | ----------------------------------------------------------------------------------------------------------------------------------------------------------- | The list of views that you see will depend upon your level of access and your organizational roles. | HOT TIP | | | ----------------------------------------------------------------------------------------------------------------------------------------------------------------------- | - | | Once the required fields have been filled in, you can click **Apply** to save the new patient without closing the window. Several new views will then become available. | | # Altering an Existing Patient Record Open an existing patient record by doing one of the following: 1. Click ::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/umbBtm-H2ydQQUw9xVcjJ_spwdj4pd-7zzm42qpjphtf5araccryxyg.png" size="12" isUploading="false" initialPath="assets/s_pwdJ4PD-7zzm42qpjPHtF5AracCrYxYg.png" githubPath="en/Getting Started with Profile/NB User Manuals _EN_/assets/s_pwdJ4PD-7zzm42qpjPHtF5AracCrYxYg.png" position="flex-start" showCaption="false" indent="2"} :::Paragraph{indent="1"}  in the Toolbar, or ::: 2. Select **Patient/Alter Patient** from the menu bar. The system will open the **Alter Patient** window for the patient whose name appears in the Patient Info Panel. This would happen, for example, if you have selected an appointment or patient record. Otherwise the **Select Patient** window will appear, allowing you to choose the patient. See the *User Manual – Introduction to Profile* for more information. 1. Once you have modified the patient record (please see the sections below for more detail), and you would like to update the Provincial Registry, click the Change Master ID button in the **General** view on the segment bar menu.  This opens the **Select Patient from Provincial Registry **window. 2. Search for and select the patient whose record you would like to modify and click **\[OK]**.  If the data entered for the patient meets minimum business rule requirements, **Last Sent to Provincial Client Registry** will update to the current date and time. 3. Click **\[OK]** to save the information in the Alter Patient window and close the window. ## Selecting Patient Status | 1. Open the **Alter Patient **window. 2. In the **Status** field, select the appropriate status from the drop-down list. | ::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/K0y7wdFCnIPRpBxaoCyaW_xp6w-i3rcc-bmelo8x0jarw836ygimkg.png" size="30" isUploading="false" initialPath="assets/_XP6W-I3RCC-BMElo8X0jARw836Ygimk_g.png" githubPath="en/Getting Started with Profile/NB User Manuals _EN_/assets/_XP6W-I3RCC-BMElo8X0jARw836Ygimk_g.png" position="flex-start" showCaption="false"} | | ---------------------------------------------------------------------------------------------------------------------------------- | -------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | ## Selecting Patient Label | 1. Open the **Alter Patient** window. 2. In the **Label** field, select the appropriate label from the drop-down list. | ::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/pGtN3wrmpwZxf0l5gniCD_asxdeb1xavfdtccd87xqprvl-6nqmpiw.png" size="29" isUploading="false" initialPath="assets/aSXdEb1XAVFdtCC_d87XqprvL_-6NqMpIw.png" githubPath="en/Getting Started with Profile/NB User Manuals _EN_/assets/aSXdEb1XAVFdtCC_d87XqprvL_-6NqMpIw.png" position="flex-start" showCaption="false"} | | ---------------------------------------------------------------------------------------------------------------------- | -------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | A patient’s name will display in the selected colour in the appointment view and patient lists, providing a visual cue regarding certain patient details. ## Entering the Provider and Alternate Provider 1. Open the **Alter Patient **window. | 1) Enter the name or click
::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/DQy6eQgPM1zZ5WG6OGUtI_8-wilqbe89b9pnkd3udj2inxkkjc2sbjta.png" size="10" isUploading="false" initialPath="assets/8-WIlqbE89b9PNkD3UDJ2INxKkJc2sbJtA.png" githubPath="en/Getting Started with Profile/NB User Manuals _EN_/assets/8-WIlqbE89b9PNkD3UDJ2INxKkJc2sbJtA.png" position="flex-start" showCaption="false" indent="2"}
:::Paragraph{indent="1"}  to search and make a selection: :::
2) The **Provider** field is for the clinician to whom the patient is assigned or whom the patient wishes to see as a usual provider; 3) The **Alt. Provider** field is for the alternate clinician if their usual provider is unavailable. | ::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/cSackQHZSyOhKlbU1c0Yg_iwx9eek6l9ggbrnlh6ur2givfim67pw.png" size="36" isUploading="false" initialPath="assets/-iwx9EEk6l9ggbrnlH_6Ur2GIvFIm67p_w.png" githubPath="en/Getting Started with Profile/NB User Manuals _EN_/assets/-iwx9EEk6l9ggbrnlH_6Ur2GIvFIm67p_w.png" position="flex-start" showCaption="false"} | | ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | ## Next of Kin (NOK) | 1. Open the **Alter Patient** window and select the **Family** view.  2. Enter the name of the appropriate person in the **Next of Kin** section: 3. If the person is already in the Patient Register, enter the name in the **Next of Kin** search field. The other fields in the next of kin section will fill out automatically. | ::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/8xWrIVXZnSyqUcH0EKXJz_heo8drv-nyoc784ljosexzwwrbo3jtithg.png" size="43" isUploading="false" initialPath="assets/HeO8dRv-NyOC784lJOSeXZwwrBo3jTiTHg.png" githubPath="en/Getting Started with Profile/NB User Manuals _EN_/assets/HeO8dRv-NyOC784lJOSeXZwwrBo3jTiTHg.png" position="flex-start" showCaption="false"} | | ----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | ---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | - If the person is **not **in the Patient Register, enter as much information as you can into the **NOK Name**, **NOK Address**, and **NOK Phone** fields. These are free-text fields. - Enter the person’s **Relationship**, if known. ## Employer Information Enter data regarding the patient’s employer.  1. Open the **Alter Patient** window.  2. Select the **Social** view.  3. Enter the appropriate information in the search fields: **Employer** and **Occupation Code** fields if you would like to maintain a list of employers and occupations, or 4. Type applicable information in free text fields**: Work Name** and **Occupation Descr** respectively. # Patient Notes and Alerts ## Notes Area The **Notes** view of the Patient Register allows you to add information regarding a patient using either free-format text or a structured **Problems** area.  1. Open a patient record using **Alter Patient**. 2. Select the **Notes** view.  3. Enter free-format text information into the upper panel of this view. The text formatting buttons are similar to those of Microsoft Word. 4. Click ::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/wdlKtmSC-s7unraD4QBU0_aveyjyicy86o9ze8zcs7bqclgkftooq4fa.png" size="10" isUploading="false" initialPath="assets/AVeYJyicy86O9zE8zcs7BQcLgKfToOQ4fA.png" githubPath="en/Getting Started with Profile/NB User Manuals _EN_/assets/AVeYJyicy86O9zE8zcs7BQcLgKfToOQ4fA.png" position="flex-start" showCaption="false" indent="2"} :::Paragraph{indent="1"}  when done. ::: ![](https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/d1q469UJnS4c96shbaQlO_em0lsaxf5q0zqeedchn2kuisjvsou2laq.png) ## Problems Area Use the lower panel of Notes view to record administrative problems related to a patient. Administrative problems are non-clinical issues. Some examples might be “Hard of hearing, so speak clearly,” or “Has been referred to debt collector.” 1. Click ::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/DQZRzSYNB5XAPxboX0CK3_pm3ulhai2hid0fronicdy4vk7q0nrg.png" size="10" isUploading="false" initialPath="assets/P_M3uLHAI2h_ID0fronICdY4vk7_q0n_Rg.png" githubPath="en/Getting Started with Profile/NB User Manuals _EN_/assets/P_M3uLHAI2h_ID0fronICdY4vk7_q0n_Rg.png" position="flex-start" showCaption="false" indent="2"} :::Paragraph{indent="1"}  to create a new problem record for the patient. ::: | 1. Enter the relevant information into the **Problem - Administrative** window that appears.  
The only required fields are:
* **Code** - which should be the word NOTE, * **Description** - a brief text description of the problem. | ::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/-sNcqTzX2kORhuNl2SbFC_tcya6pqgxyxkfydgm-sjnhtnjmhedp6pg.png" size="43" isUploading="false" initialPath="assets/tcya6pqgXYxKFyDgm-Sjnh_tnjMHeDP6Pg.png" githubPath="en/Getting Started with Profile/NB User Manuals _EN_/assets/tcya6pqgXYxKFyDgm-Sjnh_tnjMHeDP6Pg.png" position="flex-start" showCaption="false"} | | ----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | --------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | 1. If you would like this problem to trigger an alert message, follow the instructions in the next section. 2. When done, click **\[OK]**. ## Turning a Problem into an Alert Ordinary problems are simply recorded in the patient’s record, and are seen only when someone selects the **Notes** view. Sometimes, however, problems should trigger alerts. For example, if a patient is a bad credit risk, this fact should display during billing operations. If the patient is a known drug seeker, an alert should pop up when making an appointment or opening a new encounter to prescribe medications. Follow these steps to turn a problem into an alert: | 1. While entering data into the **Problem** window, check the **Alert** box. 2. Below the **Alert** checkbox is a list of system events, such as booking or altering an appointment or opening the patient’s medical record. Place a check next to each event that should trigger this alert. | | ::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/9teBJEfP01jVlcWugCGkA_ozrmdotahjk46rtyh70gpeelyiz80yz-0a.png" size="25" isUploading="false" initialPath="assets/OZrmdoTahjK46rtyh70gpEelyiz80yZ-0A.png" githubPath="en/Getting Started with Profile/NB User Manuals _EN_/assets/OZrmdoTahjK46rtyh70gpEelyiz80yZ-0A.png" position="flex-start" showCaption="false"} | | ---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | ------ | ---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | | HOT TIP | | | | If a problem has already been entered, you can reopen it by clicking on it in the **Notes** view and then clicking
::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/ZRpPC-Sld13kyaBkTu83P_drxzqawhcxnggr4gvibgfex9c0hdekg4ug.png" size="10" isUploading="false" initialPath="assets/dRXzQAwHCxNGGr4GVIbGFex9C0HdEKg4ug.png" githubPath="en/Getting Started with Profile/NB User Manuals _EN_/assets/dRXzQAwHCxNGGr4GVIbGFex9C0HdEKg4ug.png" position="flex-start" showCaption="false"}
 icon. | | | |
|
|
| ## Care Team The **Care Team** view specifies the providers contributing to the patient's care. Some providers will be implicit in their involvement, because they have done an encounter, or have otherwise performed some action for the patient. Others will be explicitly chosen. 1. To access the **Care Team**, click on the view in the **Patient Register**. ![](https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/iZbz3aV5WF-RQARJub9D1_qkuqt5bfq0vlbi3c7qh304lls2fexqwznw.png) 1. A new team role can be added by clicking on the ::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/s8LeyDWCHa4iwH9-5fk7O_zpseinndjfdue0gf5cxujdvanmdiq9at9g.png" size="10" isUploading="false" initialPath="assets/ZPSEiNNDJFdue0Gf5CXUJdvanmDIQ9aT9g.png" githubPath="en/Getting Started with Profile/NB User Manuals _EN_/assets/ZPSEiNNDJFdue0Gf5CXUJdvanmDIQ9aT9g.png" position="flex-start" showCaption="false" indent="2"} :::Paragraph{indent="1"} icon. This opens the **New Care Team **window. ::: ::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/iZLmSvAK3QYfEbRgYgYNR_dezs9cbnv1urfxewmfnkgveyabtcgqsga.png" size="58" isUploading="false" initialPath="assets/DeZs9cBNv1UrFXewmfNkGveyABTcgQs_gA.png" githubPath="en/Getting Started with Profile/NB User Manuals _EN_/assets/DeZs9cBNv1UrFXewmfNkGveyABTcgQs_gA.png" position="flex-start" showCaption="false"} | **Date added ** | The date the team member was added. This defaults to today's date but can be changed if required. | | | -------------------- | ----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | - | | **Added by** | This read-only field denotes who created this record. | | | **Team Role** | Select the required option from the drop-down list. Options in this field are short codes of type **Care Team Roles**. | | | **Provider** | The provider responsible for the team role. This field consists of two parts:
* A drop-down list to select the type of provider (**Internal** or **External**), * A selection box for the provider. Type in the name or click to search through a list of suppliers or database of internal or external providers. | | | | NOTE: | | | | Some team roles, such as **Usual Provider**, can only be internal. | | | **Status** | The status of the team member (**Open** or **Closed**), depending on whether the member is actively involved in the patient's care. | | | **Principal** | Tick this box if the specified provider is to be the principal care team member for the Team Role specified above. | | | | NOTE: | | | | A care team may have several principals, but only one active member for each team role may be designated as the principal. | | | **Comments** | Any relevant comments can be entered as free-text in this field. | | | **Case** | If relevant, specify the case to which this care team role applies. | | | **Privacy** | Specify the privacy role for this care team member, if required. | | | **Date Closed** | The date the member stopped care. | | | **Closed by** | This read-only field is populated when the status of the care team member changes to **Closed**, and denotes who closed it. | | 1. Click **Close** to close out this member from the care team. A 'closed' team member simply means that the member is not actively involved in the patient's care.The status can be changed back to **Open** later, if required. 2. Click **\[OK]** to close the **New Care Team** window. Alternatively, because the Team Roles are defaulted in the Care Team view, a specific provider can be entered by clicking in the **Provider** field next to the specific Team Role and typing in the name of the internal or external provider. The type can be changed if the team role is an external role. # Appointments Window ## Load Criteria The **Load Criteria** allow you to determine which appointment information you want to display.  You can specify the **POS** (place of service), **Prov** (provider), and **Date**. ::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/XHhpXFH9qagT9-2c7ZMeG_umdhumcyooz8azsokulqa-lva4oze2cfsg.png" size="44" isUploading="false" initialPath="assets/uMdHumCyOoz8aZSOkULQA-LvA4oZE2cfSg.png" githubPath="en/Getting Started with Profile/NB User Manuals _EN_/assets/uMdHumCyOoz8aZSOkULQA-LvA4oZE2cfSg.png" position="flex-start" showCaption="false"} ## Calendar The **Calendar** displays the current month, allowing you to navigate by clicking on any day in order to view the appointment load for that day.  | ::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/xcsJiXZ-7cYOXGkQpvzZo_lqhgvuzygu59jyhniid9aylfzp2rgdtraa.png" size="10" isUploading="false" initialPath="assets/LqhGVUzyGU59Jyhniid9aYlfZp2rGDTraA.png" githubPath="en/Getting Started with Profile/NB User Manuals _EN_/assets/LqhGVUzyGU59Jyhniid9aYlfZp2rGDTraA.png" position="flex-start" showCaption="false"}::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/EReBxv40_zZO-KtAc5E_n_mk8nkmiroeusf7-r8pr3yhm6njpbi0azw.png" size="10" isUploading="false" initialPath="assets/MK8NKMIRoeUsF7-_r8pr3yhM6NJPBI0aZw.png" githubPath="en/Getting Started with Profile/NB User Manuals _EN_/assets/MK8NKMIRoeUsF7-_r8pr3yhM6NJPBI0aZw.png" position="flex-start" showCaption="false"}
You can view a different month by selecting the
or
 arrows, or by clicking on the month name or the year and selecting a different month and/or year from the drop‑down list. | | ::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/O-Ss6EMlyNPdwZSnEfvnB_ihwqcchlhpxsm5mtwabosu2py3iuxh2mjw.png" size="27" isUploading="false" initialPath="assets/ihwqcCHLHpXSM5mtwABOsU2Py3iuxH2mJw.png" githubPath="en/Getting Started with Profile/NB User Manuals _EN_/assets/ihwqcCHLHpXSM5mtwABOsU2Py3iuxH2mJw.png" position="flex-start" showCaption="false"} | | ---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | ------ | ---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | | HOT TIP | | | | The  
::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/A2tUcAJCxN2TSM2OsopTO_47sfpagb0ju7majrf4dj1og8e8l5a59hvw.png" size="10" isUploading="false" initialPath="assets/47SFPAgb0JU7mAjrf4dj1og8e8l5A59Hvw.png" githubPath="en/Getting Started with Profile/NB User Manuals _EN_/assets/47SFPAgb0JU7mAjrf4dj1og8e8l5A59Hvw.png" position="flex-start" showCaption="false"}
toolbar button will return the calendar to the **Today** view. | | | |
|
|
| ## Waiting Room  | The **Waiting Room** area provides a quick view of those patients who have arrived and are currently waiting to be seen, with a time clock kept of their waiting time. The patient arrival will automatically show in the provider’s **Work Centre**. | ::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/yGeXMSH0Uw11Rmj-iqoUX_pz2uqfqpcr5qt6roonxagi7coejyq39gvq.png" size="27" isUploading="false" initialPath="assets/Pz2uQFQPcr5qt6RoonxaGi7coEjyQ39gVQ.png" githubPath="en/Getting Started with Profile/NB User Manuals _EN_/assets/Pz2uQFQPcr5qt6RoonxaGi7coEjyQ39gVQ.png" position="flex-start" showCaption="false"} | | ----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | ---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | ## “Being Seen” Area  | ::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/Ndv-bPZaF_aAS8_TZxx3B_70nfatxjc86ztx3swwhzkpdy1ywmr11ow.png" size="10" isUploading="false" initialPath="assets/70NFaTXjc86zTx3SWWh_ZKpdy1YwMR11Ow.png" githubPath="en/Getting Started with Profile/NB User Manuals _EN_/assets/70NFaTXjc86zTx3SWWh_ZKpdy1YwMR11Ow.png" position="flex-start" showCaption="false"}::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/ju_kaF5C0XVRJCxZQJOSS_sizwo-y2fxahchazuf9zk6nclhtqik4va.png" size="10" isUploading="false" initialPath="assets/SIzwo_-y2FXahchAzUF9zK6nCLhtqik4VA.png" githubPath="en/Getting Started with Profile/NB User Manuals _EN_/assets/SIzwo_-y2FXahchAzUF9zK6nCLhtqik4VA.png" position="flex-start" showCaption="false"}
The **Being Seen** area lists those patients who have been shown to an examining room. It identifies which room they are in and which provider they are seeing. Patients who are presently with the provider are shown with the
icon, while those still waiting are marked
. | ::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/7-rHyXP4Wmua7MiP5MjUk_cv2atsggrt4uxxkbt0lorf1awmy5cmwibw.png" size="27" isUploading="false" initialPath="assets/cV2aTsGGRt4UXxkbt0loRf1awMY5cMWIBw.png" githubPath="en/Getting Started with Profile/NB User Manuals _EN_/assets/cV2aTsGGRt4UXxkbt0loRf1awMY5cMWIBw.png" position="flex-start" showCaption="false"} | | -------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | ---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | ## The Patient Holder | The **Patient Holder** enables you to temporarily store a patient’s name and appointment details, as a reminder that some action needs to be completed in relation to that patient. A useful feature of the **Patient Holder** is that the patient can then be dragged to an appointment slot, and all patient details automatically recorded. | ::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/gzs1pljqVvFY3S8GlPm_1_mwsqrs00ljztiwfnz7yzdfj3ok4jyioevg.png" size="27" isUploading="false" initialPath="assets/mwSqRS00ljZTIWFNZ7Yzdfj3OK4jYIoEVg.png" githubPath="en/Getting Started with Profile/NB User Manuals _EN_/assets/mwSqRS00ljZTIWFNZ7Yzdfj3OK4jYIoEVg.png" position="flex-start" showCaption="false"} | | ---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | ---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | ## Toolbar Icons for Appointments Display Several toolbar icons control the display of appointment information also called attendance load. You can: | ::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/xc8qVHugJiTK3fENM2a9V_5iqpbprbmw8r7jrzozrzsxctju2qt8vjzw.png" size="12" isUploading="false" initialPath="assets/5iqpBpRbMW8R7jrzOZRzsxcTJU2qt8vjzw.png" githubPath="en/Getting Started with Profile/NB User Manuals _EN_/assets/5iqpBpRbMW8R7jrzOZRzsxcTJU2qt8vjzw.png" position="flex-start" showCaption="false"} | Displays appointments for one day, one week, or one month. | | ---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | --------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | | ::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/D3nn03-jgyNbFCHC-jDz1_xwi2qx9ibgljqr4lcuzdkwrqb50exvwa.png" size="10" isUploading="false" initialPath="assets/XWi2Qx9IbGljq_R_4LCuzDkWrqB50EXvWA.png" githubPath="en/Getting Started with Profile/NB User Manuals _EN_/assets/XWi2Qx9IbGljq_R_4LCuzDkWrqB50EXvWA.png" position="flex-start" showCaption="false"} | Displays appointments for a group of providers at a time;for example, the Doctors group, or the Nurses group, or All Providers. This is called the **Multi‑provider View**. | | ::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/fimx4Vc_GniaJnf9HqXD8_fjzsame-c6r0jwmvwu-1865uwdrddkefw.png" size="10" isUploading="false" initialPath="assets/_FjzSame-c6r0jWMVWu-1865UWDrdDkEfw.png" githubPath="en/Getting Started with Profile/NB User Manuals _EN_/assets/_FjzSame-c6r0jWMVWu-1865UWDrdDkEfw.png" position="flex-start" showCaption="false"} | Show or hide the **Navigation Bar** area. | # Making a Standard Booking ## The Book Appointment Window From the **Appointments** view of the **Work Centre**, open the **Book Appointment** window using either of these methods: 1. Double-click on an empty appointment slot, or 2. Right-click on the appointment slot and select **Book** from the drop-down menu.  The Book appointment window will appear: ::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/ezqsM8Ep4wsI32HDC3qge_9rji6zgdfzm0pfaqttkkipdvgumpc6aunw.png" size="65" isUploading="false" initialPath="assets/9RJI6zGDfzm0pfaqTTkKIPdVgumPc6auNw.png" githubPath="en/Getting Started with Profile/NB User Manuals _EN_/assets/9RJI6zGDfzm0pfaqTTkKIPdVgumPc6auNw.png" position="flex-start" showCaption="false"} ## Selecting the Patient Type the name of the patient into the **Patient** field. | 1. Use the same format (**Surname, First Name**) as with the **Select Patient **window. 2. Partial name searches are allowed; a list of matching names (if any) will appear in a drop-down list. 3. Double-click the desired patient name, or click **New** to enter the name of a new patient. | ::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/BvqqQ176s-PM0cfjnv7cU_eunh3o9c8ovt0qsgd5im9fuedwishkalgw.png" size="48" isUploading="false" initialPath="assets/EUNH3o9c8OVT0qSGD5IM9fueDWiSHkalGw.png" githubPath="en/Getting Started with Profile/NB User Manuals _EN_/assets/EUNH3o9c8OVT0qSGD5IM9fueDWiSHkalGw.png" position="flex-start" showCaption="false"} | | --------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | ---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | You can also click the ellipsis icon ::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/eKu67IDlcHxyjaZskyRaM_c9ypcpjpk6hq268edyzi7a67rxg2b1uca.png" size="10" isUploading="false" initialPath="assets/c9YPcPjPK6Hq2_68eDyZI7a67RxG2B1UCA.png" githubPath="en/Getting Started with Profile/NB User Manuals _EN_/assets/c9YPcPjPK6Hq2_68eDyZI7a67RxG2B1UCA.png" position="flex-start" showCaption="false"} to bring up the standard **Select Patient** window. ## Selecting the Appointment Type | 1. Click on the current appointment type, then the ellipsis icon
::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/UjbX-H40lpxnXZZVLuL2J_fpjtduzsjutmbjwnazi714ztlorhvlgswq.png" size="10" isUploading="false" initialPath="assets/FpJtduZsJUTmBJWnAzi714ZtlORhVlGSwQ.png" githubPath="en/Getting Started with Profile/NB User Manuals _EN_/assets/FpJtduZsJUTmBJWnAzi714ZtlORhVlGSwQ.png" position="flex-start" showCaption="false" indent="2"}
:::Paragraph{indent="1"}  and select the desired appointment type from the list, or ::: | ::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/tnzp0evx_Ibeo2Oeotzq__lztdruk7axtncpyo7jckgv91ducrkgkww.png" size="65" isUploading="false" initialPath="assets/lzTdRuK7AxTNC_PYO7JCKgV91DuCRkGkWw.png" githubPath="en/Getting Started with Profile/NB User Manuals _EN_/assets/lzTdRuK7AxTNC_PYO7JCKgV91DuCRkGkWw.png" position="flex-start" showCaption="false"} | | ---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | ---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | | 1. Start typing the name of the appointment type and select from the dropdown list. | ::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/5awYRw6R7Z6LxjsSGkCSi_el7fhkozxbghkpwbo9uncllmjezpeavioq.png" size="37" isUploading="false" initialPath="assets/EL7FhKozXBGhKPwBO9unCllMJEZPeavioQ.png" githubPath="en/Getting Started with Profile/NB User Manuals _EN_/assets/EL7FhKozXBGhKPwBO9unCllMJEZPeavioQ.png" position="flex-start" showCaption="false"} | The appointment will take on the time and colour parameters associated with that appointment type. ## Additional Topics For more information, please reference the following topic sheets: - Work Centre – Group Sessions ## Opening an Appointment for Editing 1. Double-click the appointment cell; or 2. Select the appointment cell and click ::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/Q9lSkV_6QWsJoF3PisLgs_4g0l6qphc3kv1m02lnk0-7qamgbif4bq.png" size="10" isUploading="false" initialPath="assets/4g0L6qphc3kV_1M0_2lNK0-7qaMgBIf4bQ.png" githubPath="en/Getting Started with Profile/NB User Manuals _EN_/assets/4g0L6qphc3kV_1M0_2lNK0-7qaMgBIf4bQ.png" position="flex-start" showCaption="false" indent="2"} :::Paragraph{indent="1"} in the toolbar; or ::: 3. Right-click the appointment cell and select **Edit** from the pop-up menu. This brings up the **Edit Appointment** window, and allows you to modify the same fields as **Book Appointment **with the exception of the patient’s name. ::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/k_ZKt3imhJPNOJziPIv3M_ynvjsvydb3g4qe8adiom23xfaelygu5khg.png" size="65" isUploading="false" initialPath="assets/YNvJsVYDB3G4qe8AdIOM23XfAElyGU5Khg.png" githubPath="en/Getting Started with Profile/NB User Manuals _EN_/assets/YNvJsVYDB3G4qe8AdIOM23XfAElyGU5Khg.png" position="flex-start" showCaption="false"} ## Extending an Appointment To extend the duration of a patient appointment, either: | - Select the appointment cell, click its bottom border, and drag it to the desired duration; or - Open the appointment for editing (as above), and select a new duration in the **for** field. | ::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/J50Xh9GIEzvzl8BemlUIu_as-avvvjtyqs2ddebllnmhsymoinsapyq.png" size="33" isUploading="false" initialPath="assets/aS-avVvJtyQS2ddEb_LlNmHsYMoiNSApyQ.png" githubPath="en/Getting Started with Profile/NB User Manuals _EN_/assets/aS-avVvJtyQS2ddEb_LlNmHsYMoiNSApyQ.png" position="flex-start" showCaption="false"} | | ---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | --------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | ## Changing the Provider To change the provider responsible for an appointment: | - Open the appointment for editing (as above), select the **with** field, and enter the code of the new provider. | | ::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/Cizt7mfZaUIpWhDBui5uS_zaqkmf9uu2jgzxv5oad21e7rjwjohjt6za.png" size="18" isUploading="false" initialPath="assets/ZAqKMf9uu2JGZXV5Oad21e7RJwjOhJt6ZA.png" githubPath="en/Getting Started with Profile/NB User Manuals _EN_/assets/ZAqKMf9uu2JGZXV5Oad21e7RJwjOhJt6ZA.png" position="flex-start" showCaption="false"} | | ----------------------------------------------------------------------------------------------------------------- | ------ | ---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | | **NOTE:** | | | | The  **with** field is a search field for the provider codes in the database. | | | |
|
|
| ## Deleting an Appointment A booking can be deleted if it has been entered in error. Select the appointment cell and either: - Click ::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/sxQXiAbZ-mJY0CWkUV3XG_6etvcen3mq-94hoklfjobxq9popiswmcba.png" size="10" isUploading="false" initialPath="assets/6EtVCEN3mQ-94HOkLfjobxQ9pOPIsWMCbA.png" githubPath="en/Getting Started with Profile/NB User Manuals _EN_/assets/6EtVCEN3mQ-94HOkLfjobxQ9pOPIsWMCbA.png" position="flex-start" showCaption="false" indent="2"} :::Paragraph{indent="1"}  in the toolbar, or ::: - Right-click the cell and select **Delete** from the pop-up menu. ## Cancelling an Appointment When a patient calls and cancels an appointment, it should be recorded as such and not simply deleted. Select the appointment cell and either: | - Click
::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/_tFCo1bXWwbQEmXnGSkr2_vgfxtjahnkui2iadycgzesermya7g6uhg.png" size="10" isUploading="false" initialPath="assets/VgFXT_jahNKuI2IaDyCGZesErmya7g6Uhg.png" githubPath="en/Getting Started with Profile/NB User Manuals _EN_/assets/VgFXT_jahNKuI2IaDyCGZesErmya7g6Uhg.png" position="flex-start" showCaption="false" indent="2"}
:::Paragraph{indent="1"} in the toolbar, *or* :::
* Right-click the cell and select **Cancelled** from the pop-up menu. | ::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/4QuCv2NCpmV26_oTF0STg_yv4xyaz8lxiae8eds9vh9lifnlfjaptwlq.png" size="25" isUploading="false" initialPath="assets/Yv4xyAZ8Lxiae8Eds9Vh9LIFNLfjaPtWlQ.png" githubPath="en/Getting Started with Profile/NB User Manuals _EN_/assets/Yv4xyAZ8Lxiae8Eds9Vh9LIFNLfjaPtWlQ.png" position="flex-start" showCaption="false"} | | ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | ---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | The cancelled appointment is still visible (for reference) on the **Appointment** view, but an empty appointment slot opens up just to the right of it. | HOT TIP | | | -------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | - | | There is a preference setting that allows you to hide cancelled appointments from the display. To set it, go to **Organisation/Preferences/Appointments** on the menu bar. | | ## Double-Booking To book two appointments for the same provider and the same time-slot: | - Right-click the appointment cell and select **Double Book** from the pop-up menu.
The two appointments will appear side-by-side on the **Appointment** view. | ::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/Qh6IaV_6zZ4LVsqyFrclU_rjylxgzhbjq6xfqfwgfsjelseuzh0k1lbw.png" size="25" isUploading="false" initialPath="assets/rJYLXgzHbJQ6XfqFWGfsjelSEUZh0K1lBw.png" githubPath="en/Getting Started with Profile/NB User Manuals _EN_/assets/rJYLXgzHbJQ6XfqFWGfsjelSEUZh0K1lBw.png" position="flex-start" showCaption="false"} | | ------------------------------------------------------------------------------------------------------------------------------------------------------------------- | ---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | ## Moving an Appointment | | 1. Select the appointment cell, drag it to the desired target cell, and drop it. As you drag, a yellow tag will follow the mouse pointer, indicating the start time and duration of each target cell.  | | ::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/5shKkyb19PiSJrXMyl4m-_afvkpxjcvev1x8g1qtdfknkc6xlaps3r5w.png" size="24" isUploading="false" initialPath="assets/AFvKPXJCVev1X8G1QTdFKnkc6XLAPS3r5w.png" githubPath="en/Getting Started with Profile/NB User Manuals _EN_/assets/AFvKPXJCVev1X8G1QTdFKnkc6XLAPS3r5w.png" position="flex-start" showCaption="false"} | | -------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------ | ------ | ---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | | | 1) A confirmation box will appear. Click **Yes **to move the appointment. | | ::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/uWr142PIQb9dEAmt06-PG_oprqdzqvbtksnkfuyalz2ckknxgoj5gtvw.png" size="58" isUploading="false" initialPath="assets/opRqDZqVBtkSNkfUyAlz2ckKnXgoJ5gTVw.png" githubPath="en/Getting Started with Profile/NB User Manuals _EN_/assets/opRqDZqVBtkSNkfUyAlz2ckKnXgoJ5gTVw.png" position="flex-start" showCaption="false"} | | HOT TIP | | | | | If the target cell is not on the same display as the original appointment cell, drag the appointment to the Patient Holder field. Then search for the new appointment, and drag the patient there from the **Patient Holder** field. A confirmation window will appear. Select the appropriate button (**Move, New** or **Cancel**) to proceed with the move. | | | | | | | | | | If the appointment type or duration of the destination slot is different from the original appointment, an action box will appear asking which values to use.
If you want to retain the duration and appointment type of the original appointment, **uncheck these boxes**.
If you wish the new appointment to take on the duration and appointment type of the destination slot, **leave these boxes checked**. | | | ::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/tlF7rSjg8rRaDvSAsn1gH_dlhcgtdoh458dplngp0ms2l-6qdgeiisq.png" size="33" isUploading="false" initialPath="assets/dlhCGTdoH458dPlNG_p0Ms2L-6QDGeiIsQ.png" githubPath="en/Getting Started with Profile/NB User Manuals _EN_/assets/dlhCGTdoH458dPlNG_p0Ms2L-6QDGeiIsQ.png" position="flex-start" showCaption="false"} | |
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| ## Copying an Appointment If you wish to copy an appointment to a new location, but leave the original appointment unchanged, perform the following steps: 1. Select the appointment cell. 2. Hold down the **\[CTRL]** key. 3. Drag the appointment to the desired location (or to the **Patient Holder**) and drop it there. 4. Release the **\[CTRL]** key. In other regards, the procedure is the same as for moving an appointment. ## Searching for Appointment Slots Profile allows you to quickly search for booked, cancelled or free appointment slots. 1. Go to **Work Centre/Appointments** view. 2. Click   ::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/ctmV6c2T81eh2hd1qjiOo_0lxlylknbmmoip8aymwv3jnhaocqj2new.png" size="10" isUploading="false" initialPath="assets/-0lxLYlKNbMMOIP8AYmWv3JnHaOCQJ2New.png" githubPath="en/Getting Started with Profile/NB User Manuals _EN_/assets/-0lxLYlKNbMMOIP8AYmWv3JnHaOCQJ2New.png" position="flex-start" showCaption="false" indent="2"} :::Paragraph{indent="1"} on the **Work Centre** toolbar to show the **Quick Search** panel: ::: ![](https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/6p0o65_gSaXXGvVNYjdrl_vrz3n1ss7gtdclcsh4eiqn2enwpm7yltq.png) 1. In the **Date from** field, enter the start date. In the **Date to** field, select the time range from the dropdown list. 2. In the **Time from/to** fields, enter the time range or time of day from the dropdown list in the last field. 3. In the **POS/Prov** fields, enter the POS and Provider, if necessary. 4. In the **Type** field, enter the type of appointment, if necessary. 5. Select your action: 6. Select the **Booked** radio button if you are searching for booked appointments and enter the patient’s name in the **for patient** field, or 7. Select the **Cancelled** radio button if you are searching for cancelled appointments and enter the patient’s name in the **for patient** field, or 8. Select the **Free slots** radio button if you are searching for free appointment slots. 9.  Click ::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/nhhTsIgHB7UMsoCMTxO1p_sjokcnvvfmjih662njwcio4uk183sb8za.png" size="10" isUploading="false" initialPath="assets/sJo_kcnVVfmJih662NjwcIo4uK183sb8ZA.png" githubPath="en/Getting Started with Profile/NB User Manuals _EN_/assets/sJo_kcnVVfmJih662NjwcIo4uK183sb8ZA.png" position="flex-start" showCaption="false" indent="2"} :::Paragraph{indent="1"} . The search results will show in the right-hand panel. ::: | HOT TIP | | | --------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | - | | If you selected to search for free slots, you can book an appointment by double-clicking in the desired slot in the search results panel to open the **Book Appointment** window. | | 1. Click ::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/mqQBKMV8AtPKXTxflA6U-_63fymbcfapjfgzygndtu9ijaaragsitww.png" size="10" isUploading="false" initialPath="assets/63fYMBCFaPJfG_ZyGNDtU9IJaaRAGsitww.png" githubPath="en/Getting Started with Profile/NB User Manuals _EN_/assets/63fYMBCFaPJfG_ZyGNDtU9IJaaRAGsitww.png" position="flex-start" showCaption="false" indent="2"} :::Paragraph{indent="1"} to close the **Quick Search** panel. ::: | HOT TIP | | | ------------------------------------------------------------------------------------ | - | | The **Quick Search** panel can also be accessed from **Special/Appointment Search**. | | # Handling Patient Appointments ## Updating Patient Status:  “Arrived” You can “arrive” a patient in any of a number of ways: | - Click on the appointment, and while holding the left mouse button down, drag the appointment to the **Waiting** area. - Click on the appointment, and then on the **Arrive**
::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/5fVNT95W3EmiUK3RJC6Z1_ehbv6cmmhembksmfvt0vi7fgf1bddhwspa.png" size="10" isUploading="false" initialPath="assets/eHBv6CmmHEMbkSmfVt0vi7fgf1BDDHwsPA.png" githubPath="en/Getting Started with Profile/NB User Manuals _EN_/assets/eHBv6CmmHEMbkSmfVt0vi7fgf1BDDHwsPA.png" position="flex-start" showCaption="false" indent="2"}
:::Paragraph{indent="1"}  icon. :::
* Right-click on the appointment and select **Arrive** from the pop-up menu. | ::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/5A9E_r9G3OA6-4yr32wQq_uwwkwqgi5uw71lscyod6vtqj6ohydycnjg.png" size="52" alt="MovingCursor1a" isUploading="false" initialPath="assets/uWwKwqgI5UW71LsCyod6Vtqj6ohyDyCnjg.png" githubPath="en/Getting Started with Profile/NB User Manuals _EN_/assets/uWwKwqgI5UW71LsCyod6Vtqj6ohyDyCnjg.png" position="flex-start" showCaption="false"} | | ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------ | ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | | A patient who has been marked as “arrived” will appear in the **Waiting** area with an hourglass
::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/ufVHA0iJd97ME8zOmcIyb_okqbqcu6kjttm9v9ncvdlyagcww3nivv9w.png" size="10" isUploading="false" initialPath="assets/OKqBQcu6kjTtm9v9NCVDLyAgCww3NIvV9w.png" githubPath="en/Getting Started with Profile/NB User Manuals _EN_/assets/OKqBQcu6kjTtm9v9NCVDLyAgCww3NIvV9w.png" position="flex-start" showCaption="false"}
 icon.
The **Wait** column will measure how long the patient has been waiting.  | ::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/-JOcoR7zI77sOIfNIkfbw_chnpmoslhujkdlrt1mt-fwszly3o6umya.png" size="27" isUploading="false" initialPath="assets/CHNPMOSLHU_jKDlrt1mt-FWszLy3O6UmYA.png" githubPath="en/Getting Started with Profile/NB User Manuals _EN_/assets/CHNPMOSLHU_jKDlrt1mt-FWszLy3O6UmYA.png" position="flex-start" showCaption="false"} | | NOTE: | | | -------------------------------------------------------------------------------------- | - | | Wait time can be measured from arrival time or from the start time of the appointment. | | ## Moving a Patient to an Exam Room | You can indicate that the patient is now waiting in an examination room:
* Click on the patient in the **Waiting** area and drag to the appropriate exam room in the **Location** column. * Right-click on patient’s name in the **Waiting area**, select **Assign Location** from the drop‑down menu and select the room.
The patient’s name will be displayed in both Waiting and Exam room areas until the patient’s record is activated. | ::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/iuqXop6aADQEuHvRrmpJ9_hmwenawlhlaobwia0rs0bsmehhsd9mqa.png" size="27" alt="MovingCursor2a" isUploading="false" initialPath="assets/hmW_eNaWLhla_ObwIa0rs0bsmEhhSd9MqA.png" githubPath="en/Getting Started with Profile/NB User Manuals _EN_/assets/hmW_eNaWLhla_ObwIa0rs0bsmEhhSd9MqA.png" position="flex-start" showCaption="false"} | | ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------ | ----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | ## Updating Patient Status:  “Seen” | ::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/kajdiDMSVfL8_FIwMVE1c_x6t5pjfvewo8u0nq4fniqgjvhirnfumlw.png" size="10" isUploading="false" initialPath="assets/X6T5_pJFvewo8U0NQ4fniQGJvHIRnFUmlw.png" githubPath="en/Getting Started with Profile/NB User Manuals _EN_/assets/X6T5_pJFvewo8U0NQ4fniQGJvHIRnFUmlw.png" position="flex-start" showCaption="false" indent="2"}::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/4e2-LAf7k6SW6F3wK_8UI_1nrtrvrwk1a3gim-x5e2vw7msvhsjbzy5g.png" size="10" isUploading="false" initialPath="assets/1nRtRvRwK1A3gIm-X5E2vw7MsvHsJBzy5g.png" githubPath="en/Getting Started with Profile/NB User Manuals _EN_/assets/1nRtRvRwK1A3gIm-X5E2vw7MsvHsJBzy5g.png" position="flex-start" showCaption="false" indent="2"}
When the patient is seen by a clinician:
* The patient’s status will change to “Seen” when the provider starts entering clinical notes for the patient. * The patient disappears from the *Waiting* area, and the icon in the exam room area changes from an hourglass
:::Paragraph{indent="1"} to an eye :::
:::Paragraph{indent="1"} . ::: | ::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/2e7zQeSpifTylplyCZl11_iwvhw-b1apuaohfkmn5rw6abvyiozwqjda.png" size="27" isUploading="false" initialPath="assets/Iwvhw-B1APuAohFKMn5Rw6ABVYIOZwQJDA.png" githubPath="en/Getting Started with Profile/NB User Manuals _EN_/assets/Iwvhw-B1APuAohFKMn5Rw6ABVYIOZwQJDA.png" position="flex-start" showCaption="false"} | | ---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | ---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | ## Updating Patient Status:  “Close Attendance” Upon completion of the patient visit, the attendance must be closed by: | - Right-clicking on the appointment (in the attendance location or the appointment slot), and selecting **Close Attendance** from the pop‑up menu. | ::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/FN242SQ5YY0ZeRp1YQCIy_n02xkrhacdpkk5flwkxhezkbtzu9b8mq.png" size="15" isUploading="false" initialPath="assets/_n02xKRhaCdpkK5flwKXHEZkB_tZU9b8MQ.png" githubPath="en/Getting Started with Profile/NB User Manuals _EN_/assets/_n02xKRhaCdpkK5flwKXHEZkB_tZU9b8MQ.png" position="flex-start" showCaption="false"} | | -------------------------------------------------------------------------------------------------------------------------------------------------- | -------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | This step can be completed by either the provider or the administration staff. The patient disappears from the exam room. The appointment slot is marked ::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/us1icveFIo9caJj61xYIC_qdyuly7dy7jtnbswbehgnldrby7rnmiwbg.png" size="10" isUploading="false" initialPath="assets/qdyUlY7Dy7JtNbswBEhGnldrbY7RnMIwBg.png" githubPath="en/Getting Started with Profile/NB User Manuals _EN_/assets/qdyUlY7Dy7JtNbswBEhGnldrbY7RnMIwBg.png" position="flex-start" showCaption="false"}  to indicate that the attendance is closed. ## Reviewing Attendance Times | Profile records the patient’s arrival time and the beginning and end of the attendance according to the actions described above. | ::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/jYI91ofNancEPrSaBA98R_l9avfbuz3rew6y0b3tmwyoerz18jlbfka.png" size="65" isUploading="false" initialPath="assets/L9AVfbUz3reW6y_0B3TmWyOerz18jLbFKA.png" githubPath="en/Getting Started with Profile/NB User Manuals _EN_/assets/L9AVfbUz3reW6y_0B3TmWyOerz18jLbFKA.png" position="flex-start" showCaption="false"} | | -------------------------------------------------------------------------------------------------------------------------------- | --------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | # Booking an Unalloted Appointments The **Appointments** view shows the hours of availability of each provider, and the standard length of appointments for that provider. To book an appointment outside of normal hours, do one of the following: | | 1. Click the **New Appointment**
::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/dHJu2YZXBzHgr-hwVkCSP_xjbvnvobighfsifwnnbwn4vkw5ad1w1w5a.png" size="10" isUploading="false" initialPath="assets/XjbVNvobiGHFsifwNNBwN4vkw5ad1w1w5A.png" githubPath="en/Getting Started with Profile/NB User Manuals _EN_/assets/XjbVNvobiGHFsifwNNBwN4vkw5ad1w1w5A.png" position="flex-start" showCaption="false" indent="2"}
:::Paragraph{indent="1"}  icon in the toolbar; or :::
2) Position the mouse pointer at the beginning of the desired time; click and, holding down the left mouse button, drag to form a box of the desired size. | | ::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/xQZCABeSfZhpLC0pASC9X_gpyct09uamz8eqocidycvbivmc1vgozuga.png" size="25" isUploading="false" initialPath="assets/GpYCT09uAMz8eQOCiDYcVBivmC1VGOzUgA.png" githubPath="en/Getting Started with Profile/NB User Manuals _EN_/assets/GpYCT09uAMz8eQOCiDYcVBivmC1VGOzUgA.png" position="flex-start" showCaption="false"} | | | ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | -------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | ------ | ---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | ------ | | | | | | | | HOT TIP | | | | | | A yellow tag will follow the pointer, giving a running indication of the start and end times of the appointment slot. | | | | | | | | | | | | In either case, the **New Appointment** window will appear.  Enter the required information into the fields, paying special attention that the **Time** panel correctly reflects the** Start Time**, the duration (**for**), and the provider (**with**). | | | ::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/MKa9sd8t2rgOjzbTWxzro_pstwtnkn4po311zvwcal2akqj58dh2cxpa.png" size="30" isUploading="false" initialPath="assets/PsTWTNKn4po311zvWCal2Akqj58Dh2cXPA.png" githubPath="en/Getting Started with Profile/NB User Manuals _EN_/assets/PsTWTNKn4po311zvWCal2Akqj58Dh2cXPA.png" position="flex-start" showCaption="false"} | | |
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| # Booking a Walk-In Appointment If a patient arrives without an appointment, book a walk-in appointment: 1. Select the provider for whom you want to book the appointment by clicking on the provider’s name at the column header. 2. Click the **Walk-In** ::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/-rJBHRlIMdIDCCoXJj5bu_hceij3rrd2kob25suet7xqhw5ocrbcwcg.png" size="10" isUploading="false" initialPath="assets/hCEIJ3rRD2ko_b25sUet7xQHw5OcRbcWCg.png" githubPath="en/Getting Started with Profile/NB User Manuals _EN_/assets/hCEIJ3rRD2ko_b25sUet7xQHw5OcRbcWCg.png" position="flex-start" showCaption="false" indent="2"} :::Paragraph{indent="1"} icon in the toolbar; or right-click anywhere in the provider’s schedule, and select **Walk In** from the pop-up menu. ::: The **Walk In** booking window will appear. This is similar to the **New Appointment** window, but with fewer fields since there are no time details. The appointment time will be registered as the actual time of booking, and the provider who is currently highlighted on your window will be assigned the appointment.  ::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/l9yTiQ8eGj6IpzELhuOnc_c-4xanywbfuxw-quj91kau1pgez8b1scbg.png" size="65" isUploading="false" initialPath="assets/c-4xanywbfuxw-quJ91kAU1Pgez8B1sCBg.png" githubPath="en/Getting Started with Profile/NB User Manuals _EN_/assets/c-4xanywbfuxw-quJ91kAU1Pgez8B1sCBg.png" position="flex-start" showCaption="false"} 1. Enter the patient’s name in the **Patient** field.  2. Click **\[OK]**. The patient will appear immediately in the **Waiting** area. # Blocking Out the Schedule ## Blocking Out an Entire Day You can block out an entire day for a provider who is not taking appointments. | 1. Select the day in question in the **Appointments** view. 2. Right-click the provider’s name at the column header, or the day in question if there is only one provider. 3. Select **Block out** from the pop-up menu. | ::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/PsJNqlk4qd6dorpQVuN23_zolgnb1iunxrohf0pr2xiqru4amloao9q.png" size="28" isUploading="false" initialPath="assets/zolgnB1iUnXRoHF0PR2XiQR_u4AMLOAO9Q.png" githubPath="en/Getting Started with Profile/NB User Manuals _EN_/assets/zolgnB1iUnXRoHF0PR2XiQR_u4AMLOAO9Q.png" position="flex-start" showCaption="false"} | | ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------ | --------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | | 1) In the confirmation window that appears, fill in a reason for the block out if you wish, and click \[**OK]**. | ::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/idXgXm4OECXMy7KAEGOn5_bxqicwyf3n4swexf7d1dg2s5f7jywaegg.png" size="43" isUploading="false" initialPath="assets/-bxqICwyf3N4SweXf7d1dg2s5F7jYWaeGg.png" githubPath="en/Getting Started with Profile/NB User Manuals _EN_/assets/-bxqICwyf3N4SweXf7d1dg2s5F7jYWaeGg.png" position="flex-start" showCaption="false"} | ## Blocking Out Part of a Day You can block out parts of a provider’s appointment schedule. | ::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/UtzIp__y7jRasV9F8Adtx_66bww5bixj04cykrxvqychnwvng7v34pw.png" size="10" isUploading="false" initialPath="assets/66BW_W5bixj04cYKrxvqYchnWVNG7V34pw.png" githubPath="en/Getting Started with Profile/NB User Manuals _EN_/assets/66BW_W5bixj04cYKrxvqYchnWVNG7V34pw.png" position="flex-start" showCaption="false" indent="2"}::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/OEftsYR_gnpcd8vEexqug_gkkredzr5rl52ctn3vggkkq822love9cfw.png" size="10" isUploading="false" initialPath="assets/gkKredZR5rL52cTn3VGGkKq822LoVE9Cfw.png" githubPath="en/Getting Started with Profile/NB User Manuals _EN_/assets/gkKredZR5rL52cTn3VGGkKq822LoVE9Cfw.png" position="flex-start" showCaption="false" indent="2"}
1) Click the **Block Out**
:::Paragraph{indent="1"} icon on the toolbar. The mouse cursor will turn into :::
:::Paragraph{indent="1"} . :::
2) Using the block out cursor, click at the beginning of the time to block out, and drag out a box covering the period to block out. 3) Release the mouse button at the end of the desired block out period. | | ::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/hxNASoYFroZGyPDDHaKzp_iq1o24ayvsbho83epwpmd8twjaay2xfgjw.png" size="27" isUploading="false" initialPath="assets/iq1o24AYVsBHo83EpwPMD8tWJAay2xFGJw.png" githubPath="en/Getting Started with Profile/NB User Manuals _EN_/assets/iq1o24AYVsBHo83EpwPMD8tWJAay2xFGJw.png" position="flex-start" showCaption="false"} | | ---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | ------ | ---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | | HOT TIP | | | | A yellow help tag will follow the cursor, summarising the blockout period. | | | | 1. In the confirmation window that appears, fill in a reason for the block out if necessary 2. Click **\[OK]**.
The blocked period will appear greyed out on the **appointment** schedule. | | ::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/6rGjLT3Wcd7MTuoP1_Tju_grlxqbbvrebu38tkrpoxl2tyxb781-uxog.png" size="43" isUploading="false" initialPath="assets/grlxqbbVreBU38TkRpOxl2tYXb781-Uxog.png" githubPath="en/Getting Started with Profile/NB User Manuals _EN_/assets/grlxqbbVreBU38TkRpOxl2tYXb781-Uxog.png" position="flex-start" showCaption="false"} | |
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| # Printing the Appointment List ## Printing a Full Day Sheet 1. Open the **Appointments** view for the day in question. 2. Click the **Print List** ::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/B5ysMaXzFR3qUpUOq_OR3_vubgciqntztsnftpepdaayvge62rrz6uq.png" size="10" isUploading="false" initialPath="assets/VUbGCIqnTZ_TsNfTPePDAAYvGE62RrZ6UQ.png" githubPath="en/Getting Started with Profile/NB User Manuals _EN_/assets/VUbGCIqnTZ_TsNfTPePDAAYvGE62RrZ6UQ.png" position="flex-start" showCaption="false" indent="2"} :::Paragraph{indent="1"}  icon: ::: | 1. In the confirmation window 2. Click **All** to print the appointments for all displayed providers; *or* 3. Click **Selected** to print only the appointments for the highlighted provider. | ::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/fh3iq8XO3G6lKaWAsltkH_z43ahk06k7q0r5rhfn-a5mtvatrxdey-w.png" size="52" isUploading="false" initialPath="assets/Z43aHK06k7q0r5R_hfN-A5MTvATrxdey-w.png" githubPath="en/Getting Started with Profile/NB User Manuals _EN_/assets/Z43aHK06k7q0r5R_hfN-A5MTvATrxdey-w.png" position="flex-start" showCaption="false"} | | --------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | --------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | ## Printing the Appointment List for Selected Appointments Only To print appointments for a time range, follow the above steps, but: | - In the confirmation window, select the **Appointments after/Appointments before** radio button, and fill in the desired times. | ::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/cAtpyRpHuXm_6B6EdbJsY_b1adhnnkb0gvwkpwyuzkdvadmtpwmqedga.png" size="46" isUploading="false" initialPath="assets/B1AdhNNkb0gVWKpwyUZKDvAdmtPWMQEDgA.png" githubPath="en/Getting Started with Profile/NB User Manuals _EN_/assets/B1AdhNNkb0gVWKpwyUZKDvAdmtPWMQEDgA.png" position="flex-start" showCaption="false"} | | -------------------------------------------------------------------------------------------------------------------------------- | ---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | # Printing Labels 1. Go to **Work Centre/Appointments** view. 2. Select an appointment. 3. Click ::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/dJ4kOthsVpvGVRh2-p4cs_um55xkd4klywab57j7cbzk0rpy1phndna.png" size="10" isUploading="false" initialPath="assets/UM55xkd_4KlyWAB57j7cbZK0rPY1pHNdnA.png" githubPath="en/Getting Started with Profile/NB User Manuals _EN_/assets/UM55xkd_4KlyWAB57j7cbZK0rPY1pHNdnA.png" position="flex-start" showCaption="false" indent="2"} :::Paragraph{indent="1"} in the toolbar. This opens the **Appointment Labels** box. ::: | - Select the **All labels*** *radio button if you would like to print out all labels for the day. Select **Labels after/Labels before** radio button if you would like to print out labels for selected time ranges.   - Click **All** to print labels for all displayed appointments. Click **Selected** to print labels for selected appointments only.  
The **Select A Label** box will appear. | | ::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/H6j0uE3Nmp2n-wnM95qAR_fle7-axmzdzpftsb8zx1qqolp8hdqqdq3q.png" size="52" isUploading="false" initialPath="assets/FlE7-AXmzDzpFtsb8Zx1QQOLp8hdqQdq3Q.png" githubPath="en/Getting Started with Profile/NB User Manuals _EN_/assets/FlE7-AXmzDzpFtsb8Zx1QQOLp8hdqQdq3Q.png" position="flex-start" showCaption="false"} | | ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------ | ------ | ---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | | 1. Select a label, and the number to print.  2. Click \[**OK]**. | | ::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/CtYrR4_1o0yQni99q94gA_ayjxsguppgmrx8fb1osautwlu2r63jjjg.png" size="42" isUploading="false" initialPath="assets/AYJxsg_uPPGmRX8fb1OsaUtwLu2r63jjJg.png" githubPath="en/Getting Started with Profile/NB User Manuals _EN_/assets/AYJxsg_uPPGmRX8fb1OsaUtwLu2r63jjJg.png" position="flex-start" showCaption="false"} | | NOTE: | | | | If you would like to print out a label for a patient that is not displayed on the appointment window, click on the label icon on the main toolbar of Profile. | | | |
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| # Unmatched Transactions Most lab results and other incoming transactions are matched automatically to the appropriate patient and provider, but if some of the information used for matching is incorrect or different, they will have to be matched manually. ## Viewing Unmatched Transactions 1. Go to **Control Centre/Manage/Manual Matching** in the main menu. ![manual matching](https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/zJhyapDSvHjCVOvQ6R15M_7bausmndkgf5bo94w58w9k4tcnuloeeabw.jpeg) | HOT TIP | | | ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | - | | Only the items in *italics* are unmatched; i.e., if the patient name is italicised, the item needs to be matched to a patient; if the provider name is italicised the item needs to be matched to a provider. | | ## Manually Matching Transaction to a Patient 1. Click an item in the list of ‘**Unmatched transactions’*** *on the left side of the window. Possible matches for the patient appear in the **Best Guess Patients*** *panel. 2. Choose one of the following options to match the transaction: 3. Drag and drop the transaction on to a patient’s name. 4. Select a transaction, then select a patient’s name and click **Assign**. 5. Select a transaction, and then click **Find** to search for a patient. Once matched, the file is removed from this view and moved to the appropriate patient record and the doctor’s **Unsigned Transactions** view ## Manually Matching Transaction to a Provider Choose one of the following options: 1. Drag and drop the transaction on to a provider’s name in the lower right corner. 2. Select a transaction, then select a provider and click **Assign**. 3. Select a transaction, and then click in the **Other** field to search for a provider not in the list. If the transaction has come to your organization in error, select it and click **Delete**. Once matched, the file is removed from this view and moved to the appropriate patient record and the doctor’s **Unsigned Transactions** view. # Scanning Documents The Scan Processor allows you to scan images and documents and import them into the system, linked to a patient’s medical record. To scan a document: | 1. Load the document you want to scan into the scanner. 2. Select **Special/Scan Processor** on the menu bar.The **Scan Processor** window appears. 3. In the **Look in***:* field, click
::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/UhT-ACmEMSHzlCQA6WERu_lrhx3ywyymocpg3fedd9ygqhfkdd5oywsg.jpeg" size="10" alt="button ellipsis" isUploading="false" initialPath="assets/LrhX3yWyYmoCpG3fEdD9YGqHfKdd5oyWsg.jpeg" githubPath="en/Getting Started with Profile/NB User Manuals _EN_/assets/LrhX3yWyYmoCpG3fEdD9YGqHfKdd5oyWsg.jpeg" position="flex-start" showCaption="false" indent="2"}
:::Paragraph{indent="1"}  to browse for and select the folder to store the scans. :::
4) When finished, the scanned document is listed in the **Scan Processor **as “Unknown” with the scanning date. | ::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/2Od6TamS-dOUQsiEYgPg-_4aalzfs99-9zqzgb8itrb7uook-zpj5q.png" size="96" isUploading="false" initialPath="assets/4AalZf_s99-9zqzGb8ITRb7uoOk-z_PJ5Q.png" githubPath="en/Getting Started with Profile/NB User Manuals _EN_/assets/4AalZf_s99-9zqzGb8ITRb7uoOk-z_PJ5Q.png" position="flex-start" showCaption="false"} | | ----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | -------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | ## Previewing Documents To preview a document that has already been scanned: 1. Click on the desired scan from the list on the left hand side of the window. The preview appears on the right hand side. 2. Use the toolbar to manipulate the image: | ::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/H0OPnmworU1DZtFCAUNXb_zjb3ufoqar9lnjax3uq4hxb6jtrbhnnq.jpeg" size="10" alt="button delete" isUploading="false" initialPath="assets/zJB3ufOQar9lNjAX3Uq_4hxB6JTrBhn_NQ.jpeg" githubPath="en/Getting Started with Profile/NB User Manuals _EN_/assets/zJB3ufOQar9lNjAX3Uq_4hxB6JTrBhn_NQ.jpeg" position="flex-start" showCaption="false"} | Delete the scan. | | ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | --------------------------------------------------------------------------------------- | | ::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/ozfQnvzH7PUlfl6TnDVar_og555h6-kk7tau9s6ouidzbo11lo-7hbeg.jpeg" size="10" alt="button move up and down" isUploading="false" initialPath="assets/OG555h6-kK7tAU9S6ouiDzBo11LO-7HBEg.jpeg" githubPath="en/Getting Started with Profile/NB User Manuals _EN_/assets/OG555h6-kK7tAU9S6ouiDzBo11LO-7HBEg.jpeg" position="flex-start" showCaption="false"} | Move the scan up or down in the list. | | ::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/w7ykVxYbPIqI8vxqbUQ8C_3fgh03sazf2ioiewmvbdtgn2a3h1thnjw.jpeg" size="10" alt="button refresh" isUploading="false" initialPath="assets/3FGh03_Sazf2IOieWMVbDTGn2A3h1thnJw.jpeg" githubPath="en/Getting Started with Profile/NB User Manuals _EN_/assets/3FGh03_Sazf2IOieWMVbDTGn2A3h1thnJw.jpeg" position="flex-start" showCaption="false"} | Refresh the current view. | | ::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/r6VJYqUHiNj9X7RaO1qFr_wlzdziiktmzxmgy4a9pnch2k7cfi9abvww.jpeg" size="10" alt="button zoom in" isUploading="false" initialPath="assets/wlzdZIIKTMzXMgy4A9pNch2K7cfi9abvWw.jpeg" githubPath="en/Getting Started with Profile/NB User Manuals _EN_/assets/wlzdZIIKTMzXMgy4A9pNch2K7cfi9abvWw.jpeg" position="flex-start" showCaption="false"} | Zoom in. Click the button, and then click on the document to magnify it. | | ::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/gtPxr2sMFDNdHXsuCTpQG_vorcemqo6i3ca5v7ohdvy2n27fzbh0wqew.jpeg" size="10" alt="button zoom out" isUploading="false" initialPath="assets/VORcEmqO6i3CA5V7ohDVy2n27FzBH0wqEw.jpeg" githubPath="en/Getting Started with Profile/NB User Manuals _EN_/assets/VORcEmqO6i3CA5V7ohDVy2n27FzBH0wqEw.jpeg" position="flex-start" showCaption="false"} | Zoom out. Click the button, and then click on the document to reduce the magnification. | | ::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/qjUqGMr09NOjpmJij7-QQ_yghwhtzrldde28kwcdimuqbnppfswl8wqa.jpeg" size="10" alt="button rotate" isUploading="false" initialPath="assets/yGhWhTZrLDDe28kwcdImUQbNppFSWL8wqA.jpeg" githubPath="en/Getting Started with Profile/NB User Manuals _EN_/assets/yGhWhTZrLDDe28kwcdImUQbNppFSWL8wqA.jpeg" position="flex-start" showCaption="false"} | Rotate the image 90 degrees. | | ::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/U42QsvbJMk8xLvVVlqPYe_umh5g9he1fpobarrft9fovyejeowv0-ha.jpeg" size="10" alt="button select and crop" isUploading="false" initialPath="assets/umh5g9HE1FPObAR_RFT9FOVYEjEOWV0-HA.jpeg" githubPath="en/Getting Started with Profile/NB User Manuals _EN_/assets/umh5g9HE1FPObAR_RFT9FOVYEjEOWV0-HA.jpeg" position="flex-start" showCaption="false"} | Select a portion of the document, and then crop it. | ## Grouping Documents To group multiple pages of a document together: - Hold the **\[CTRL]** key and click on the documents, and then click ::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/XUWWJOb6_W-5n4ZiXDHfg_trtbvcwluqrdzxoy3feo9vjgcoim0ptzg.jpeg" size="10" alt="button group" isUploading="false" initialPath="assets/TRTBvCWLUqRdZXoY3FEo9_VJGCoIM0pTzg.jpeg" githubPath="en/Getting Started with Profile/NB User Manuals _EN_/assets/TRTBvCWLUqRdZXoY3FEo9_VJGCoIM0pTzg.jpeg" position="flex-start" showCaption="false" indent="2"} :::Paragraph{indent="1"} . ::: ## Linking Documents To link scans or groups of scans to a patient and provider: 1. Select the scan or group of scans you want to link to a patient and enter the required information in the fields. 2. To copy the document(s) to a provider, click ::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/aDL6Je2KkILqFpflo4hDN_i4jqtoif3f3goudtuoh3colk0hxlb235a.png" size="13" isUploading="false" initialPath="assets/I4JQtoif3F3GOudtuoH3COLk0hXlb23_5A.png" githubPath="en/Getting Started with Profile/NB User Manuals _EN_/assets/I4JQtoif3F3GOudtuoH3COLk0hXlb23_5A.png" position="flex-start" showCaption="false" indent="2"} :::Paragraph{indent="1"} to open the **Select Provider to Copy** to window.   ::: 3. In the window, click ::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/UaEwaSySTsxshlRAOXY6V_41zwmcz1cvtqme8ipnpw9r89vyq8z-xyw.png" size="10" isUploading="false" initialPath="assets/_41zwmCZ1cvtqMe8IpnpW9R89vYq8Z-xyw.png" githubPath="en/Getting Started with Profile/NB User Manuals _EN_/assets/_41zwmCZ1cvtqMe8IpnpW9R89vYq8Z-xyw.png" position="flex-start" showCaption="false" indent="2"} :::Paragraph{indent="1"} to add internal providers. This opens the **Select People and Places** window. Select the provider you wish to whom you wish to copy the document and click \[**OK]**. ::: 4. Click ::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/FdtSA6ZEKa0xfjJLjur7-_342lzfqxef7bxclndg5z-0bq2ndm78sb8g.png" size="10" isUploading="false" initialPath="assets/342LZfqxeF7BXClNDG5z-0Bq2NDm78sb8g.png" githubPath="en/Getting Started with Profile/NB User Manuals _EN_/assets/342LZfqxeF7BXClNDG5z-0Bq2NDm78sb8g.png" position="flex-start" showCaption="false" indent="2"} :::Paragraph{indent="1"} . ::: 5. Click **Apply**. | HOT TIP | | | ----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | - | | Click the  
::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/7j4tF-PU_N-PzWck59wJA_utdrrvnoz2spargkgqk4dtrnfe1elt7w.png" size="14" isUploading="false" initialPath="assets/UtdrRvnoz2SPaRGkgQK4DTRnF_E1elT_7w.png" githubPath="en/Getting Started with Profile/NB User Manuals _EN_/assets/UtdrRvnoz2SPaRGkgQK4DTRnF_E1elT_7w.png" position="flex-start" showCaption="false"}
  checkbox to ensure the scan will be signed off with the name of the provider to whom it has been linked. | | ## File Locations and Categories You can select the destination of a scan using the **File Location** dropdown menu. The dropdown menu contains 3 listings which have their own **Categories:** | 1. Documents 2. Letter 3. Referral 4. Consents 5. Advance Directives 6. Admission and Discharges 7. Email 8. Predict 9. Transcription 10. Complaints 11. Cardio Respiratory 12. Event Summary 13. Information Disclosure 14. Scanned Documents 15. Results 16. Pathology 17. Radiology 18. Encounters
| ::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/OPQD2g3FA2vIff5jccFl1_qdps51cg5fmkj5mbvfszawf7fzzmuou61q.png" size="58" isUploading="false" initialPath="assets/qdPs51cG5fMkj5mbVFSZAwF7FZZMuOu61Q.png" githubPath="en/Getting Started with Profile/NB User Manuals _EN_/assets/qdPs51cG5fMkj5mbVFSZAwF7FZZMuOu61Q.png" position="flex-start" showCaption="false"} | | ----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | ---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | ## Set Retain Data Properties It is useful to turn this feature on when scanning files in batches and each scan needs to retain one or more properties for the current session.  To retain fields:  1. Click on **Retain**. The **Set Retain Data Properties** window comes up, listing all the fields whose data can be remembered while processing the scans. 2. Tick as required and click **OK**.  3. Clicking on **On/Off** toggles between the two options. When **On** is selected, the retained fields will be highlighted in a turquoise colour. 4. Select a scan and process as usual. On clicking **Apply**, the selected data fields will remember and carry over the data entered in the previous scan onto the next scan. 5. The next scan will be ready to be processed. 6. Toggle the setting back to **Off** when no longer required. ![](https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/eQ7QMrASBpIVFvobL8-la_cymh-obqbxnev3wm1jteeoig67ok6pfg.png) ## Importing Documents Once scans have been linked to a patient and provider they can be imported into the patient’s medical record and the **Unsigned Transaction** view. To import scans: 1. Click ::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/xiAiVgPu8AZPO_yWlBSE__xqs1ycipduv2m5pj2cjiawxl19b1czsfiq.jpeg" size="10" alt="button import" isUploading="false" initialPath="assets/xQs1YCIpduv2M5Pj2cJiawXl19B1czSFIQ.jpeg" githubPath="en/Getting Started with Profile/NB User Manuals _EN_/assets/xQs1YCIpduv2M5Pj2cJiawXl19B1czSFIQ.jpeg" position="flex-start" showCaption="false" indent="2"} :::Paragraph{indent="1"}  to start the import process.  All scans in the current directory that have been linked to a patient and provider will be imported. ::: 2. Click \[**OK] **on the confirmation dialog. Depending on the number of documents being imported, this may take a few minutes. 3. When finished, the scans are removed from the **Scan Processor** window. | HOT TIP | | | ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------ | - | | All imported scans are also removed from the folder where they were scanned. If you wish to save a copy of the documents on your disk drive, copy them to another folder before importing. | | The scans can now be viewed in the patient’s medical record. The **Category **selected when linking the scan to a patient determines what view of the medical record the scan will be viewed. ## Viewing Documents in the Medical Record Documents pertaining to a patient can be viewed in the medical record. The documents are correspondence related to the patient like scanned documents or letters.    1. Go to **Medical Record/Documents** view. ![](https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/R81TKKhQBkZe9w6384vwL_eny7i0pktzcnyzlkx7ld3hp20fjlzbh4hg.png) 1. Click the document to be viewed in the list of documents. 2. In the **Document Preview** panel below the document can be viewed. ::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/4SWlAsePHUgL7prfeELyk_840damptkxkxjubwpyd0ut5at1sutsyog.png" size="10" isUploading="false" initialPath="assets/-840dAmPtkXKxJubwPYd0Ut5at1SutsYog.png" githubPath="en/Getting Started with Profile/NB User Manuals _EN_/assets/-840dAmPtkXKxJubwPYd0Ut5at1SutsYog.png" position="flex-start" showCaption="false" indent="2"} :::Paragraph{indent="1"} To view the document in actual size. ::: ::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/KDW5RHyBBk8n_RTW9WCVj_whwm0ok0hbeg2eirtupdikg0dk12rva26q.png" size="10" isUploading="false" initialPath="assets/WHWM0Ok0hbeg2EirTUpdIkg0Dk12rVA26Q.png" githubPath="en/Getting Started with Profile/NB User Manuals _EN_/assets/WHWM0Ok0hbeg2EirTUpdIkg0Dk12rVA26Q.png" position="flex-start" showCaption="false" indent="2"} :::Paragraph{indent="1"}    To maximize image view. ::: You can also double-click on the document in the list of documents to open the document in a separate window. | HOT TIP | | | ----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | - | | ::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/1gUmAN9PoEnbh_Mzo7CfU_j5owc7cck24oj6cp7ddobfnyvcrz6geilg.png" size="10" isUploading="false" initialPath="assets/J5oWc7Cck24oj6cp7ddObFnYVCRz6geIlg.png" githubPath="en/Getting Started with Profile/NB User Manuals _EN_/assets/J5oWc7Cck24oj6cp7ddObFnYVCRz6geIlg.png" position="flex-start" showCaption="false"}:inlineImage[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/g9LHZ5S4s47FDGVdMPbgZ_3ead4fhu9nahudycpdhftxlawuphuirrdq.png" alt caption}
You can use the **Find **fields to search for documents. Select from the dropdown list to find the documents by the description, the keywords, or the body. In the next field, enter the text. Click
 button to search.
| | ## Moving a Document to a Different Medical Record If the document is in the wrong patient’s medical record, it can be moved to the correct patient’s medical record: 1. Click ::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/sBE8knQJIEqviWuHLU_e4_hxecy5wmx5ywnsawyjawiyp6wvmxlubcg.png" size="10" isUploading="false" initialPath="assets/hXECy5WMx5ywnsAwyJawiYp6wVmxl_uBcg.png" githubPath="en/Getting Started with Profile/NB User Manuals _EN_/assets/hXECy5WMx5ywnsAwyJawiYp6wVmxl_uBcg.png" position="flex-start" showCaption="false" indent="2"} :::Paragraph{indent="1"} . This will open a dialog box asking if you want to move the document.  ::: 2. Click **Yes**. This will open the Select Patient for Move window.    3. Select the patient. 4. Click **\[OK]**.   The document is moved with annotation stating from which patient medical record the document was moved. # Entering Measures To add measures, follow these procedures: 1. Open the **Clinical Details** window for a patient. 2. Select the **Measures** tab.  By default, three key measures: height, weight, and blood pressure are available in the **Transaction** panel. Different items can be added. | 1. In the **Source** field, select **Embedded observations**.  2. Double-click the desired observation from the **Available Items** panel. | :inlineImage[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/IzImPTR9m78g9V5Uj4r3F_iuac6mllkzki3dfp2yn73xxehk0trnsf1a.png" alt caption} | | -------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | ----------------------------------------------------------------------------------------------------------------------------------------------------------- | | 1) In the **Transaction** panel, if required, select the **Date** and **Time** for the observation. If nothing is entered, it will default to the current time and date. 2) Click in the **Value** field and enter the measurement. 3) Double-click in the
::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/nMKlrbNh1PkT3WviHa7tH_da1o6asqq2rieusatj-revp97of23pesdq.jpeg" size="10" isUploading="false" initialPath="assets/DA1O6ASqq2rIEUSAtJ-REVP97oF23PeSDQ.jpeg" githubPath="en/Getting Started with Profile/NB User Manuals _EN_/assets/DA1O6ASqq2rIEUSAtJ-REVP97oF23PeSDQ.jpeg" position="flex-start" showCaption="false" indent="2"}
:::Paragraph{indent="1"}  column to indicate that the value is abnormal. ::: | | # Entering Problems To add coded problems for the patient, follow this procedure: | 1. Open the **Clinical Details** window for a patient. 2. Select the **Problems **tab. | :inlineImage[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/rmCt3WUo2Nl63qBRhX86-_aknepn8snplboc5m8awt8uzax8hmzlvjoq.png" alt caption} | | ------------------------------------------------------------------------------------------------ | ----------------------------------------------------------------------------------------------------------------------------------------------------------- | 1. Click ::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/3OJpoR4Pdb8BPEGwPUavp_gu1qym4flze0k5iawu70vh28zpqngouhma.jpeg" size="10" isUploading="false" initialPath="assets/gu1QYm4fLze0K5IAWU70vh28zPqngouHMA.jpeg" githubPath="en/Getting Started with Profile/NB User Manuals _EN_/assets/gu1QYm4fLze0K5IAWU70vh28zPqngouHMA.jpeg" position="flex-start" showCaption="false" indent="2"} :::Paragraph{indent="1"} . The **Add Problem** window opens. ::: | NOTE: | | | ----------------------------------------------------------------------------------------------------------------------------------- | - | | If you click the down arrow you can select to add a problem of a particular type: **Diagnosis**, **Procedure**, or **Social/Risk**. | | ![](https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/U8CHhJ1hXK27aDe9q_8Bt_hb659xj7nnhw3-nmgs-tqztbi2zq7dco0q.jpeg) | 1. Enter a **Code** in one of the following ways: 2. Type the ICD-10 number. 3. Type part of the name. A list of possible matches is shown. Double-click the required code from the list. | ::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/Vlj_m7DZTci6ezcEHGOqv_jrswitrudme27lwradjvavsql8foeffa.jpeg" size="61" isUploading="false" initialPath="assets/jrSwIT_rudM_e27lWRadJVAvsql8FoefFA.jpeg" githubPath="en/Getting Started with Profile/NB User Manuals _EN_/assets/jrSwIT_rudM_e27lWRadJVAvsql8FoefFA.jpeg" position="flex-start" showCaption="false"} | | ----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | ----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | | 1) Enter any other required details.  2) Click \[**OK]** to save this problem. | | # Outward Referrals ## Reviewing Outward Referrals The **Referrals** view in the **Work Centre** shows a list of the referrals meeting the criteria specified in the selected filter. To open the **Referrals** view: 1. Select the** Referrals** view of the **Work Centre** window. ![](https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/8QLXRzdZgl2JIvQXWuMNx_en-tvwi72wrmesxq3k9mdxwwikbkashgoa.png) | HOT TIP | | | ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------ | - | | Filters allow you to specify the criteria for which referrals to view; for example, to view referrals based on the date they were sent, or referrals that require action.      | | - The **Providers **panel allows you to see to whom the referral has been sent and who is sending the referral. - The **Tracking** panel shows you the progress of communication to the patient regarding appointment information. - The **Appointment** panel allows you to change the status of the referral and will show you appointment information for the referral patient. When the referral process is complete; change the status to **Closed**. This will remove the referral from the pending referral list. If you require more information on the original referral select the ::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/K84Aj7b3M7cDbc8PRFp9__tx-jhkjs4ryfyo0tfszl6jlccygstbjuww.png" size="10" isUploading="false" initialPath="assets/Tx-jhkJs4RYfyo0tfsZL6JLCCygSTBjuWw.png" githubPath="en/Getting Started with Profile/NB User Manuals _EN_/assets/Tx-jhkJs4RYfyo0tfsZL6JLCCygSTBjuWw.png" position="flex-start" showCaption="false"}  button. ## Managing Outward Referrals As the referral moves through the system you will need to update various details, including: | - The progress of the referral from the **Progress** drop-down list. | ::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/Cbe_bgA8rd54mTnA6DIkX_bqrjgqofclbqke50om2fv0wr11oz3c6usq.png" size="38" isUploading="false" initialPath="assets/BqrjgQofcLbqkE50Om2fv0wr11Oz3C6usQ.png" githubPath="en/Getting Started with Profile/NB User Manuals _EN_/assets/BqrjgQofcLbqkE50Om2fv0wr11Oz3C6usQ.png" position="flex-start" showCaption="false"} | | ------------------------------------------------------------------------------------------------------------------------------- | ---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | | * The external **Appointment Date/Time **and any **Advice*** *to give to the patient about the appointment. | ::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/kitJxPSveuJf5pqExjjis_1htfzi7mooxofqhsli5azkfy3ga65wtcq.png" size="41" isUploading="false" initialPath="assets/1Htfzi7mooXofQhs_li5AzKfy3Ga65WtCQ.png" githubPath="en/Getting Started with Profile/NB User Manuals _EN_/assets/1Htfzi7mooXofQhs_li5AzKfy3Ga65WtCQ.png" position="flex-start" showCaption="false"} | | - Checking the **Patient Informed** box automatically updates the **Progress***:* field. | ::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/sch_fmtQya8xfYxQeUGSt_ububqwoto81duwkshgwan69ht1tagb4rrq.png" size="41" isUploading="false" initialPath="assets/UbUbQWOTO81DUWkshgWan69HT1TAGB4rRQ.png" githubPath="en/Getting Started with Profile/NB User Manuals _EN_/assets/UbUbQWOTO81DUWkshgWan69HT1TAGB4rRQ.png" position="flex-start" showCaption="false"} | - When the referral process is complete, choose **Closed** from the **Status** drop-down list. # Interventions You can use interventions to manage and track intended follow-up visits for patients. These may be single visits or part of a series such as annual physicals or cervical smears. ## Viewing a Patient’s Interventions  To view the interventions for a patient: 1. Go to **Clinical/Care Plans **in the main menu, or 2. From the patient’s medical record, click **Care Plans** in the segment bar.  ![\:::Screenshots\:care plans.jpg](https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/jNQbSG6uReU8I0fu0aAMK_yinijy9ovvizo1vdptaolfldo0d7ftvg.jpeg) ## Using the Intervention List  Run the intervention list on a regular basis to generate a list of patients to be seen in the future. Use this list as a basis for contacting patients and arranging scheduled interventions. To open the intervention list, do one of the following: 1. In the **Clinical** segment of the **Work Centre**, select **Intervention List**, or 2. Go to **Report/Care Plans Reports/Intervention** List in the main menu. ![\:::Screenshots\:intervention list.jpg](https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/xVFt_Z1hfRbRvqUmDI373_nwxsvbrttqcbah3re-dleo2j0ggrz8x-da.jpeg) 1. **Select the appropriate view filter.** 2. **Change the date range to search:** 3. **Click in the respective field to display a calendar,** 4. **Select the date and click ** ::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/7V1B1alpG0w7avSgWa9H6_iwvk2irukjufayucuk1sjgtzp9ikrmjpuq.jpeg" size="10" alt=":::Screenshots:button refresh.jpg" isUploading="false" initialPath="assets/IwvK2iruKjUfAyuCuk1SjgTZp9IKRMjpUQ.jpeg" githubPath="en/Getting Started with Profile/NB User Manuals _EN_/assets/IwvK2iruKjUfAyuCuk1SjgTZp9IKRMjpUQ.jpeg" position="flex-start" showCaption="false" indent="2"} :::Paragraph{indent="1"} ** to refresh the list.** ::: 5. Select one or more lines and choose one of the following actions: 6. Click ::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/1wO5IbPvVRkxsemYZUbJe_7szr87uf4n8ikutnugap4w0nblt6akmu9q.jpeg" size="10" alt=":::Screenshots:button open intervention.jpg" isUploading="false" initialPath="assets/7SZr87uF4N8ikutnugaP4w0nblt6Akmu9Q.jpeg" githubPath="en/Getting Started with Profile/NB User Manuals _EN_/assets/7SZr87uF4N8ikutnugaP4w0nblt6Akmu9Q.jpeg" position="flex-start" showCaption="false" indent="2"} :::Paragraph{indent="1"}  to open the intervention for editing, ::: 7. Click ::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/NAv3DntMU6ovWI1Wt6am6_jhqotxefin7eplob9hxotwxhlwdhspx9ja.jpeg" size="10" alt=":::Screenshots:button conclude intervention.jpg" isUploading="false" initialPath="assets/JHQoTxeFIn7ePLoB9HxoTwXHlwdhsPX9jA.jpeg" githubPath="en/Getting Started with Profile/NB User Manuals _EN_/assets/JHQoTxeFIn7ePLoB9HxoTwXHlwdhsPX9jA.jpeg" position="flex-start" showCaption="false" indent="2"} :::Paragraph{indent="1"}  to conclude the intervention, ::: 8. Click ::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/IH6d81s0ELCG3w7hSZBpa_elnmmz1jgigtlnh7cjn6oojlzvg8h1rjkg.jpeg" size="10" alt=":::Screenshots:button defer intervention.jpg" isUploading="false" initialPath="assets/eLnMmZ1JgiGtLnh7cjN6oojlzvg8H1RJkg.jpeg" githubPath="en/Getting Started with Profile/NB User Manuals _EN_/assets/eLnMmZ1JgiGtLnh7cjN6oojlzvg8H1RJkg.jpeg" position="flex-start" showCaption="false" indent="2"} :::Paragraph{indent="1"}  to defer the intervention, ::: 9. Click ::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/8VF4bSxM30Co4MFpayfcd_fjegnkfqgbwubhuihsfyehabidntkusrw.jpeg" size="10" alt=":::Screenshots:button intervention letter.jpg" isUploading="false" initialPath="assets/FJegNKfqGbwU_bhUihsfYehAbidnTKUsRw.jpeg" githubPath="en/Getting Started with Profile/NB User Manuals _EN_/assets/FJegNKfqGbwU_bhUihsfYehAbidnTKUsRw.jpeg" position="flex-start" showCaption="false" indent="2"} :::Paragraph{indent="1"}  to send a letter, ::: 10. Click ::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/pFp7iX0CBwajgvKtGoYtm_8d6u4rkeagb7lu9c2rdnllnkdg8nolzscg.jpeg" size="10" alt=":::Screenshots:button intervention phonecall.jpg" isUploading="false" initialPath="assets/8d6u4rKEAgB7lU9C2rDnLLnkDg8nOLzScg.jpeg" githubPath="en/Getting Started with Profile/NB User Manuals _EN_/assets/8d6u4rKEAgB7lU9C2rDnLLnkDg8nOLzScg.jpeg" position="flex-start" showCaption="false" indent="2"} :::Paragraph{indent="1"}  to record a phone call, ::: 11. Click ::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/niqtHjpW29hDU13AnKPkQ_2byusu45yvsb1rnzmo5cau82ybihgtaqa.jpeg" size="10" alt=":::Screenshots:button intervention comment.jpg" isUploading="false" initialPath="assets/2BYUSU45yvSB_1rNZmo5CAu82ybiHgtaqA.jpeg" githubPath="en/Getting Started with Profile/NB User Manuals _EN_/assets/2BYUSU45yvSB_1rNZmo5CAu82ybiHgtaqA.jpeg" position="flex-start" showCaption="false" indent="2"} :::Paragraph{indent="1"}  to record a comment, ::: 12. Click ::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/yfbbZhcauTcHNa_TjrAib_pnt0kgt7arjyrr4qr9fldbudivqrxhwdkw.jpeg" size="10" alt=":::Screenshots:button intervention processed.jpg" isUploading="false" initialPath="assets/pnt0kGT7ArJYrr4qr9fLDbuDIvQRXhWdKw.jpeg" githubPath="en/Getting Started with Profile/NB User Manuals _EN_/assets/pnt0kGT7ArJYrr4qr9fLDbuDIvQRXhWdKw.jpeg" position="flex-start" showCaption="false" indent="2"} :::Paragraph{indent="1"}  to mark the intervention as processed. ::: ## Booking an Appointment from the Intervention List 1. Select the ::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/i-NQxjFUektNsmb52eSG9_yufwrczhuktkr5xwwu34c1l6rr7gpqygew.png" size="10" isUploading="false" initialPath="assets/YUfwrCzhUKtKR5XWWu34c1L6rR7gPQyGEw.png" githubPath="en/Getting Started with Profile/NB User Manuals _EN_/assets/YUfwrCzhUKtKR5XWWu34c1L6rR7gPQyGEw.png" position="flex-start" showCaption="false" indent="2"} :::Paragraph{indent="1"} on the toolbar of the Intervention List window. The **Search Appointment Panel** will appear. ::: 2. Enter your search criteria: | - Enter the date range, | ::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/PHWh-YvQf70L7NvihSpD3_pi9ve3msejiicp24xcyh389f2b8lthjta.png" size="38" isUploading="false" initialPath="assets/pI9vE3Mse_jiiCp24xcyH389f2b8LThJtA.png" githubPath="en/Getting Started with Profile/NB User Manuals _EN_/assets/pI9vE3Mse_jiiCp24xcyH389f2b8LThJtA.png" position="flex-start" showCaption="false"} | | ------------------------------------------------------------------- | ---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | | * Enter the **POS** and **Provider** if applicable, | ::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/d1uwdLWCwSiykIcuyMfxo_19qhk34t7vjdzeaktkmindqjdijnbx5qmq.png" size="36" isUploading="false" initialPath="assets/19qHK34T7VJDzEaktKmInDqjdIJNbX5qMQ.png" githubPath="en/Getting Started with Profile/NB User Manuals _EN_/assets/19qHK34T7VJDzEaktKmInDqjdIJNbX5qMQ.png" position="flex-start" showCaption="false"} | | - Enter the type of appointment you are searching for if applicable | ::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/PebtJINwZI7RRHTNwMWSB_fv96srorntf-0upxpks-bdyxhxkczzpuxg.png" size="38" isUploading="false" initialPath="assets/Fv96SrOrnTF-0UpXPKS-BdYXhxKcZzpuxg.png" githubPath="en/Getting Started with Profile/NB User Manuals _EN_/assets/Fv96SrOrnTF-0UpXPKS-BdYXhxKcZzpuxg.png" position="flex-start" showCaption="false"} | | * Choose **Free slots **and click the **Search** button. | ::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/-5WyJntzMLh2oQUSjJNyE_aj7gxfbnvgb0srvzfnixfogjue6q7-xg4w.png" size="36" isUploading="false" initialPath="assets/aJ7gxfBnvgb0SrVzfNIxfogjUE6q7-Xg4w.png" githubPath="en/Getting Started with Profile/NB User Manuals _EN_/assets/aJ7gxfBnvgb0SrVzfNIxfogjUE6q7-Xg4w.png" position="flex-start" showCaption="false"} | Your search results will appear to the right of your search criteria and list of interventions is displayed at the bottom of this window: ![](https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/DfxwlyPzEgsrO-DvAUy1Z_1sacya7kdhvehtwn19pehcpqbzhhaof4cq.png) 1. Select the patient you want to book the appointment for and drag and drop to the desired appointment choice. ![](https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/6q6nhA7tgpYtJTZxFmbq9_mpmfbscn-yiwp08af4nh2qgu4wgkmlpika.png) 1. The patient’s name will now appear in that appointment slot and the **Intervention Activity panel** will be updated. Select ::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/TlojcCht6lYpiqW35ufKV_qv4qtg5ykoqnqpkabyzhkuq82lxb9wg1kq.png" size="10" isUploading="false" initialPath="assets/QV4QTG5YKOqNQPkabYzhkUq82LXB9WG1kQ.png" githubPath="en/Getting Started with Profile/NB User Manuals _EN_/assets/QV4QTG5YKOqNQPkabYzhkUq82LXB9WG1kQ.png" position="flex-start" showCaption="false"} to close the **Search Appointment Panel**. Your appointment will now be linked to this intervention. ## Completing an Intervention  To mark an intervention as complete:  1. Select an intervention from the list; See *Viewing a Patient’s Intervention* section  2. Select the intervention and click ::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/LpZulDW3K0os6Es4Ft5AE_snwudk7ofn4asrgbd1sdtarfhhoxfitpvw.jpeg" size="10" alt=":::Screenshots:button conclude intervention.jpg" isUploading="false" initialPath="assets/SNwuDK7oFn4asRGBD1sdTaRfhHOXfiTPvw.jpeg" githubPath="en/Getting Started with Profile/NB User Manuals _EN_/assets/SNwuDK7oFn4asRGBD1sdTaRfhHOXfiTPvw.jpeg" position="flex-start" showCaption="false" indent="2"} :::Paragraph{indent="1"} . ::: 3. Complete the fields as required.  4. Click **\[OK]**. The status of the intervention is reflected in the intervention list. ::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/4pCfuxS4xtaaN6W9mMmwk_y6yndqg1f29rtzpbkgyr0eocntlohepfea.jpeg" size="72" isUploading="false" initialPath="assets/y6YNDqg1F29rtZpbkgYR0EOCNTLOHepFEA.jpeg" githubPath="en/Getting Started with Profile/NB User Manuals _EN_/assets/y6YNDqg1F29rtZpbkgYR0EOCNTLOHepFEA.jpeg" position="flex-start" showCaption="false" indent="2"}